TOS vs CGBL

ATOS

BCGBL

Measures won0–2CGBL wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

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 common5.7%TOS and CGBL

TOS

CGBL

Twin Oak Strategic Solutions ETF · $138MCapital Group Core Balanced ETF · $7.9B

[…]3 years · per year[…] · $15,725+16.3%

[…]5 years · per year[…]

0.36%Expense ratio$36 · $33 on $10k · lower wins0.33%

0.00%12-mo yield$0 · $197 on $10k1.97%

[…]Worst dropSmaller wins−7.9%

[…]VolatilityLower wins10.8%

0–2CGBL wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsTOS · CGBL

8.2%TSM2.4%

9.9%AMZN1.1%

7.3%UNP0.9%

0.5%V1.2%

Held in common5.7%

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							5Y/yr
1	ATOS	Twin Oak Strategic Solutions ETFRead Desk		0.36%	0.00%	+0.9%	new	new	new	new	[…]	$138M
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							5Y/yr
1	ATOS	Twin Oak Strategic Solutions ETFRead Desk		0.36%	0.00%	+0.9%	new	new	new	new	[…]	$138M
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

TOS vs CGBL

TOS

Twin Oak Strategic Solutions

[…]

CGBL

Capital Group Core Balanced

[…]

MeasureTOSCGBL

Fee0.36%0.33%

Cost on $10k a year$36$33

Yield0.00%1.97%

5 years, per year[…][…]

3 years, per year[…]+16.3%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]10.8%

2–0measures won
CGBL first

5.7%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TOS, CGBL

Today

5.7%most shared, TOS and CGBL

TOSCGBL

TOS—5.7%

CGBL5.7%—

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

TOS$0 − $36 = −$36

KeptFee

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