SROI vs CGGO

ASROI

BCGGO

Measures won2–3CGGO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.47%CGGO · $47 on $10k

Most income1.04%CGGO · $104 on $10k

Smallest drop−10.2%SROI · worst fall in 1Y

Held in common26.4%SROI and CGGO

SROI

CGGO

Calamos Antetokounmpo Global Sustainable Equities ETF · $17MCapital Group Global Growth Equity ETF · $11.7B

+18.2%3 years · per year$16,517 · $17,679+20.9%

[…]5 years · per year[…]

0.95%Expense ratio$95 · $47 on $10k · lower wins0.47%

0.54%12-mo yield$54 · $104 on $10k1.04%

−10.2%Worst dropSmaller wins−13.1%

14.6%VolatilityLower wins21.1%

2–3CGGO wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSROI · CGGO

3.4%TSM5.9%

4.6%GOOGL3.1%

4.1%MSFT3.1%

2.6%AMZN3.3%

Held in common26.4%

End-of-day Nov 4, 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							5Y/yr
1	ASROI	Calamos Antetokounmpo Global Sustainable Equities ETFRead Desk		0.95%	0.54%	+1.9%	+12.1%	+12.2%	+18.2%	new	−10.2%	$17M
2	BCGGO	Capital Group Global Growth Equity ETFRead Desk		0.47%	1.04%	+1.5%	+10.4%	+10.7%	+20.9%	new	−13.1%	$11.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ASROI	Calamos Antetokounmpo Global Sustainable Equities ETFRead Desk		0.95%	0.54%	+1.9%	+12.1%	+12.2%	+18.2%	new	−10.2%	$17M
2	BCGGO	Capital Group Global Growth Equity ETFRead Desk		0.47%	1.04%	+1.5%	+10.4%	+10.7%	+20.9%	new	−13.1%	$11.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SROI vs CGGO

SROI

Calamos Antetokounmpo Global Sustainable Equities

[…]

CGGO

Capital Group Global Growth Equity

[…]

MeasureSROICGGO

Fee0.95%0.47%

Cost on $10k a year$95$47

Yield0.54%1.04%

5 years, per year[…][…]

3 years, per year+18.2%+20.9%

Worst drop · 1Y−10.2%−13.1%

Volatility · 1Y14.6%21.1%

3–2measures won
CGGO first

26.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SROI, CGGO

Today

26.4%most shared, SROI and CGGO

SROICGGO

SROI—26.4%

CGGO26.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$57most kept, CGGO

CGGO$104 − $47 = $57

SROI$54 − $95 = −$41

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee