IVV vs CGMS

AIVV

BCGMS

Measures won2–3CGMS wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income6.05%CGMS · $605 on $10k

Smallest drop−2.8%CGMS · worst fall in 1Y

Held in common0.1%IVV and CGMS

IVV

CGMS

iShares Core S&P 500 ETF · $853BCapital Group U.S. Multi-Sector Income ETF · $5.6B

+21.8%3 years · per year$18,084 · $12,518+7.8%

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $39 on $10k · lower wins0.39%

1.14%12-mo yield$114 · $605 on $10k6.05%

−8.9%Worst dropSmaller wins−2.8%

13.6%VolatilityLower wins3.7%

2–3CGMS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · CGMS

0.4%ORCL0.1%

Held in common0.1%

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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BCGMS	Capital Group U.S. Multi-Sector Income ETFRead Desk		0.39%	6.05%	−0.1%	+0.7%	+2.0%	+7.8%	new	−2.8%	$5.6B

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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BCGMS	Capital Group U.S. Multi-Sector Income ETFRead Desk		0.39%	6.05%	−0.1%	+0.7%	+2.0%	+7.8%	new	−2.8%	$5.6B

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

IVV vs CGMS

IVV

iShares Core S&P 500

$17,177

CGMS

Capital Group U.S. Multi-Sector Income

[…]

MeasureIVVCGMS

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield1.14%6.05%

5 years, per year+11.4%[…]

3 years, per year+21.8%+7.8%

Worst drop · 1Y−8.9%−2.8%

Volatility · 1Y13.6%3.7%

3–2measures won
CGMS first

0.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: IVV, CGMS

Today

0.1%most shared, IVV and CGMS

IVVCGMS

IVV—0.1%

CGMS0.1%—

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

Income After Fees on $10,000

$566most kept, CGMS

CGMS$605 − $39 = $566

IVV$114 − $3 = $111

KeptFee

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