Income582 funds · $1.01T
Highest yield · 20 of 582Yield
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CGMSSCHDVOO
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CGMS is #267 of 582 by yieldShow all 582

SCHD vs CGMS

YTD
SCHDSchwabCGMSCapital Group
Year to date
SCHD wins+32.5 pts
Past year
SCHD wins+36.1 pts
Fee
SCHD winslower fee
Yield
CGMS wins+3.1 pts
AUM
SCHD21.6× more
3–1SCHD wins
SCHD and CGMS · year-to-date · as of Nov 4, 2026 · AUM not scored
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CGMS vs S&P 500

YTD$26.41 · +0.1% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+10%+0.3%S&P 500 +11.5%Dec 31, 2025Nov 3, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.1%+1.1%−1.4%+0.3%+1.5%+25.9%—+32.4%
Peer average−0.2%+0.1%−1.6%+9.4%+12.1%+61.7%+48.9%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
Capital Group CGMS and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
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CGMS’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%3.0%−1.0%+32.8%+37.6%$121B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.5%−0.3%+14.0%+15.9%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.3%−0.3%+15.8%+19.0%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.8%−0.6%+18.0%+21.0%$45.1B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.2%+0.4%+13.0%+16.1%$38.8B
6CGMSCapital Group U.S. Multi-Sector Income ETFThis fund0.39%6.1%+0.1%+0.3%+1.5%$5.6B
#268 of 324 this year · #91 cheapest of 402 · sorted by assetsOpen the Income table →
CGMS and its peer group · total return · as of Nov 4, 2026
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Cards for This View

CGMS’s Top 10 Holdings

Today
9.2%of CGMS sits in these 10
1CAPITACapital Group Central Cash Fun Capital Group Cntrl Csh M4.45%
2US TREUs Treasury N/b 05/46 50.95%
3US TREUs Treasury N/b 09/28 4.750.59%
4RD MICRd Michigan Prop Owner I Sr Secured 144a 03/45 7.50.54%
5BLUEMOBluemountain Clo Bluem 2018 23a A1r2 144a0.54%
6WAYMO Waymo Llc Unitranche Term Loan0.49%
7SWITCHSwitch Abs Issuer, Llc Swtch 2026 3a A21 144a0.42%
8CARLYLCarlyle Global Market Strategi Cgms 2018 4a A1r2 144a0.41%
9BANK OBank Of America Sr Unsecured 02/37 Var0.41%
10META PMeta Platforms Sr Unsecured 08/52 4.450.39%
Capital Group CGMS · weight in the fund · as of Nov 3, 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 3, 2026
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SCHD vs CGMS

YTD
SCHDSchwabCGMSCapital Group
Year to date
SCHD wins+32.5 pts
Past year
SCHD wins+36.1 pts
Fee
SCHD winslower fee
Yield
CGMS wins+3.1 pts
AUM
SCHD21.6× more
3–1SCHD wins
SCHD and CGMS · year-to-date · as of Nov 4, 2026 · AUM not scored
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CGMS vs Peer Average

YTD
CGMSAvsBPeer average
1D+0.1%−0.2%
1M+1.1%+0.1%
3M−1.4%−1.6%
YTD+0.3%+9.4%
1Y+1.5%+12.1%
3Y+25.9%+61.7%
5Y[…]+48.9%
3–3level
401 Dividend stocks peers · each row scaled to its leader
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