VYM vs CGUI

AVYM

BCGUI

Measures won1–3CGUI wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · VIG $16,638

Lowest cost0.04%VYM · $4 on $10k

Most income3.82%CGUI · $382 on $10k

Smallest drop−0.2%CGUI · worst fall in 1Y

Held in common[…]VYM and CGUI

VYM

CGUI

Vanguard High Dividend Yield ETF · $78.9BCapital Group Ultra Short Income ETF · $442M

+19.7%3 years · per year$17,150 · […][…]

+11.5%5 years · per year$17,254 · […][…]

0.04%Expense ratio$4 · $18 on $10k · lower wins0.18%

2.26%12-mo yield$226 · $382 on $10k3.82%

−6.7%Worst dropSmaller wins−0.2%

10.8%VolatilityLower wins0.9%

1–3CGUI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVYM · CGUI

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.0B
4	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	+0.1%	+3.0%	+3.8%	new	new	−0.2%	$442M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.0B
4	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	+0.1%	+3.0%	+3.8%	new	new	−0.2%	$442M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VYM vs CGUI

VYM

Vanguard High Dividend Yield

$17,254

CGUI

Capital Group Ultra Short Income

[…]

MeasureVYMCGUI

Fee0.04%0.18%

Cost on $10k a year$4$18

Yield2.26%3.82%

5 years, per year+11.5%[…]

3 years, per year+19.7%[…]

Worst drop · 1Y−6.7%−0.2%

Volatility · 1Y10.8%0.9%

3–1measures won
CGUI first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VYM, CGUI, MUB, VIG

Today

60.6%most shared, VYM and VIG

VYMCGUIMUBVIG

VYM—[…][…]60.6%

CGUI[…]—[…][…]

MUB[…][…]—[…]

VIG60.6%[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

MUB$326 − $5 = $321

VYM$226 − $4 = $222

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee