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Top 3Y · 20 of 5863Y
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CGMSSCHDVOO
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CGMS is #206 of 586 3YShow all 586

SCHD vs CGMS

YTD
SCHDSchwabCGMSCapital Group
Year to date
SCHD wins+30.7 pts
Past year
SCHD wins+35.0 pts
Fee
SCHD winslower fee
Yield
CGMS wins+3.1 pts
AUM
SCHD21.3× more
3–1SCHD wins
SCHD and CGMS · year-to-date · as of Nov 8, 2026 · AUM not scored
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CGMS vs S&P 500

3Y$26.50 · −0.1% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+50%+25.2%S&P 500 +80.8%Nov 1, 2023Nov 6, 2026
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return−0.1%+1.0%−0.7%+0.7%+2.0%+25.2%—+32.8%
Peer average−0.1%−0.8%−2.9%+8.4%+11.3%+57.1%+48.7%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Capital Group CGMS and Vanguard VOO · total return, dividends in · as of Nov 8, 2026
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CGMS’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%3.0%−0.7%+31.4%+37.0%$120B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.5%−0.4%+12.1%+14.3%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.3%−0.5%+12.8%+16.5%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.9%−0.6%+16.6%+20.3%$44.7B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.3%−0.1%+9.6%+12.9%$37.9B
6CGMSCapital Group U.S. Multi-Sector Income ETFThis fund0.39%6.1%−0.1%+0.7%+2.0%$5.6B
#265 of 324 this year · #91 cheapest of 404 · sorted by assetsOpen the Income table →
CGMS and its peer group · total return · as of Nov 9, 2026
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Cards for This View

CGMS’s Top 10 Holdings

Today
8.7%of CGMS sits in these 10
1CAPITACapital Group Central Cash Fun Capital Group Cntrl Csh M3.67%
2US TREUs Treasury N/b 05/46 50.95%
3NET OTNet Other Assets0.68%
4US TREUs Treasury N/b 09/28 4.750.59%
5RD MICRd Michigan Prop Owner I Sr Secured 144a 03/45 7.50.54%
6BLUEMOBluemountain Clo Bluem 2018 23a A1r2 144a0.53%
7WAYMO Waymo Llc Unitranche Term Loan0.49%
8SWITCHSwitch Abs Issuer, Llc Swtch 2026 3a A21 144a0.42%
9BANK OBank Of America Sr Unsecured 02/37 Var0.41%
10CARLYLCarlyle Global Market Strategi Cgms 2018 4a A1r2 144a0.41%
Capital Group CGMS · weight in the fund · as of Nov 6, 2026
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CGMS’s Holdings

Today
Capital Group CGMS · 1,246 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
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SCHD vs CGMS

YTD
SCHDSchwabCGMSCapital Group
Year to date
SCHD wins+30.7 pts
Past year
SCHD wins+35.0 pts
Fee
SCHD winslower fee
Yield
CGMS wins+3.1 pts
AUM
SCHD21.3× more
3–1SCHD wins
SCHD and CGMS · year-to-date · as of Nov 8, 2026 · AUM not scored
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CGMS vs Peer Average

YTD
CGMSAvsBPeer average
1D−0.1%−0.1%
1M+1.0%−0.8%
3M−0.7%−2.9%
YTD+0.7%+8.4%
1Y+2.0%+11.3%
3Y+25.2%+57.1%
5Y[…]+48.7%
2–4Peer average wins
403 Dividend stocks peers · each row scaled to its leader
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