FFTY vs CGBL

AFFTY

BCGBL

Measures won0–5CGBL wins · of 6 · 5Y

$10,000 · 5Y$6,053FFTY

Lowest cost0.33%CGBL · $33 on $10k

Most income1.97%CGBL · $197 on $10k

Smallest drop−7.9%CGBL · worst fall in 1Y

Held in common0.8%FFTY and CGBL

FFTY

CGBL

CapForce IBD 50 ETF · $51MCapital Group Core Balanced ETF · $7.9B

+11.9%3 years · per year$13,993 · $15,725+16.3%

−9.6%5 years · per year$6,053 · […][…]

0.80%Expense ratio$80 · $33 on $10k · lower wins0.33%

1.63%12-mo yield$163 · $197 on $10k1.97%

−34.5%Worst dropSmaller wins−7.9%

35.6%VolatilityLower wins10.8%

0–5CGBL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFTY · CGBL

0.8%LLY0.8%

Held in common0.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AFFTY	CapForce IBD 50 ETFRead Desk		0.80%	1.63%	−0.6%	−17.4%	−25.3%	+11.9%	−9.6%	−34.5%	$51M
2	BCGBL	Capital Group Core Balanced ETFRead Desk		0.33%	1.97%	+0.4%	+4.9%	+7.8%	+16.3%	new	−7.9%	$7.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFFTY	CapForce IBD 50 ETFRead Desk		0.80%	1.63%	−0.6%	−17.4%	−25.3%	+11.9%	−9.6%	−34.5%	$51M
2	BCGBL	Capital Group Core Balanced ETFRead Desk		0.33%	1.97%	+0.4%	+4.9%	+7.8%	+16.3%	new	−7.9%	$7.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FFTY vs CGBL

FFTY

CapForce IBD 50

$6,053

CGBL

Capital Group Core Balanced

[…]

MeasureFFTYCGBL

Fee0.80%0.33%

Cost on $10k a year$80$33

Yield1.63%1.97%

5 years, per year−9.6%[…]

3 years, per year+11.9%+16.3%

Worst drop · 1Y−34.5%−7.9%

Volatility · 1Y35.6%10.8%

5–0measures won
CGBL first

0.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FFTY, CGBL

Today

0.8%most shared, FFTY and CGBL

FFTYCGBL

FFTY—0.8%

CGBL0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$164most kept, CGBL

CGBL$197 − $33 = $164

FFTY$163 − $80 = $83

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee