VTEC vs CGMU

AVTEC

BCGMU

Measures won1–3CGMU wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.06%VTEC · $6 on $10k

Most income3.42%CGMU · $342 on $10k

Smallest drop−5.6%CGMU · worst fall in 1Y

Held in common[…]VTEC and CGMU

VTEC

CGMU

Vanguard California Tax-Exempt Bond ETF · $3.6BCapital Group Municipal Income ETF · $7.5B

[…]3 years · per year[…] · $11,655+5.2%

[…]5 years · per year[…]

0.06%Expense ratio$6 · $27 on $10k · lower wins0.27%

3.21%12-mo yield$321 · $342 on $10k3.42%

−6.4%Worst dropSmaller wins−5.6%

3.3%VolatilityLower wins3.0%

1–3CGMU wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsVTEC · CGMU

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 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	AVTEC	Vanguard California Tax-Exempt Bond ETFRead Desk		0.06%	3.21%	0.0%	−0.8%	−0.3%	new	new	−6.4%	$3.6B
2	BCGMU	Capital Group Municipal Income ETFRead Desk		0.27%	3.42%	+0.1%	+0.5%	+1.1%	+5.2%	new	−5.6%	$7.5B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AVTEC	Vanguard California Tax-Exempt Bond ETFRead Desk		0.06%	3.21%	0.0%	−0.8%	−0.3%	new	new	−6.4%	$3.6B
2	BCGMU	Capital Group Municipal Income ETFRead Desk		0.27%	3.42%	+0.1%	+0.5%	+1.1%	+5.2%	new	−5.6%	$7.5B

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

Cards for this view

VTEC vs CGMU

VTEC

Vanguard California Tax-Exempt Bond

[…]

CGMU

Capital Group Municipal Income

[…]

MeasureVTECCGMU

Fee0.06%0.27%

Cost on $10k a year$6$27

Yield3.21%3.42%

5 years, per year[…][…]

3 years, per year[…]+5.2%

Worst drop · 1Y−6.4%−5.6%

Volatility · 1Y3.3%3.0%

3–1measures won
CGMU first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VTEC, CGMU

Today

[…]holdings […]

VTECCGMU

VTEC—[…]

CGMU[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$315most kept, VTEC

VTEC$321 − $6 = $315

CGMU$342 − $27 = $315

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee