Compare · 4 funds side by side · dividends reinvested

IVV, CGUI, SPY and BND

IVViShares×CGUICapital Group×SPYSPDR×BNDVanguard×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$18,084IVV · best of the four

02 / 04

IVV, CGUI, SPY and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.0

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+2.9%+3.8%[…][…]−0.2%0.9%$388M2.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · CGUI 2024 · SPY 1993 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Ultra Short Income ETF · $388M[…]

CGUI

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested

CGUIMeasureIVV

+2.9%Year to dateJan 1 → Nov 6+8.7%

+3.8%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

3.82%Trailing 12-mo yield$382 · $114 a year on $10k1.14%

−0.2%Worst dropSmaller is better−8.9%

0.9%VolatilityLower is calmer13.6%

CGUIIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGUI vs IVV: Top 5 Holdings

Today

CGUI

[…]in top 5

IVV

in top 527.8%

CGUIStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CGUI vs IVV Returns, Every Period

Capital GroupCGUI

+3.8%

past year

IVViShares

+9.8%

past year

CGUIIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CGUI vs BND

YTD

Capital GroupCGUI

+2.9%

BNDVanguard

−0.0%

+2.9%Year to date−0.0%

−0.2%Worst drop · 1Y−4.5%

0.9%Volatility · 1Y4.0%

3.8%Yield4.1%

$388MAssets$161B

3–1CGUI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, CGUI, SPY, BND

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BND0.03%$3

SPY0.09%$9

CGUI0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, CGUI, SPY, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

CGUI3.82%$382

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

CGUI$382 − $18 = $364

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVV, CGUI, SPY, BND

Today

99.9%most shared, IVV and SPY

IVVCGUISPYBND

IVV—[…]99.9%[…]

CGUI[…]—[…][…]

SPY99.9%[…]—[…]

BND[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.8%IVV, at 13.6% volatility

CGUIWorst drop−0.2%0.9% vol

BNDWorst drop−4.5%4.0% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BNDIVV

−0.0%Year to date+8.7%

4.1%Yield1.1%

+0.6%Past year+9.8%

0.03%Fee0.03%

2–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026