Compare · 4 funds side by side · dividends reinvested

IVV, CGUI, SPYM and BND

IVViShares×CGUICapital Group×SPYMSPDR×BNDVanguard×

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Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$18,024SPYM · best of the four

Story of the four · IncomeMost incomeBND · 4.18% · $418 a year on $10k

Story of the four · RiskSmallest drop

IVV, CGUI, SPYM and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B2.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B2.3

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+2.9%+3.6%[…][…]−0.2%0.9%$442M2.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.18%−1.3%−1.3%+4.3%−0.4%−4.5%4.1%$161B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: IVV 2000 · CGUI 2024 · SPYM 2005 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $883B$17,398

IVV

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IVV vs SPYM: Top 5 Holdings

Today

IVV

26.8%in top 5

SPYM

in top 526.8%

IVVStockSPYM

7.9%AAPL7.9%

6.4%NVDA6.4%

5.9%MSFT5.9%

4.0%AMZN4.0%

2.6%

Cost, Income and Risk

Fees: IVV, CGUI, SPYM, BND

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

BND0.03%$3

CGUI0.18%$18

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

BND vs AGG

YTD

VanguardBND

−1.3%

AGGiShares

−1.4%

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,408

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

IVVMeasureSPYM

+12.0%Year to dateJan 1 → Nov 12+12.0%

+12.2%1 yearTotal return+12.2%

+21.7%3 years · per year$10,000 became $18,019 · $18,024+21.7%

+11.7%5 years · per year$10,000 became $17,398 · $17,408+11.7%

0.03%Expense ratio$3 · $2 a year on $10k · lower is better0.02%

1.10%Trailing 12-mo yield$110 · $102 a year on $10k1.02%

−8.9%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.7%

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

1–1Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

GOOGL

2.6%

Held in common99.9%

End-of-day Nov 12, 2026 · share of each fund

IVV vs SPYM Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

SPYMSPDR

+11.7%

5 years, per year

IVVSPYMFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs BND

YTD

iSharesIVV

+12.0%

BNDVanguard

−1.3%

+12.0%Year to date−1.3%

−8.9%Worst drop · 1Y−4.5%

13.7%Volatility · 1Y4.1%

1.1%Yield4.2%

$883BAssets$161B

3–1BND wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: IVV, CGUI, SPYM, BND

1Y

4.18%highest, BND

FundTrailing yieldYield$10k

BND4.18%$418

CGUI3.82%$382

IVV1.10%$110

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$415most kept, BND

BND$418 − $3 = $415

CGUI$382 − $18 = $364

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IVV, CGUI, SPYM, BND

Today

99.9%most shared, IVV and SPYM

IVVCGUISPYMBND

IVV—[…]99.9%[…]

CGUI[…]—[…][…]

SPYM99.9%[…]—[…]

BND[…][…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+12.2%IVV, at 13.7% volatility

CGUIWorst drop−0.2%0.9% vol

BNDWorst drop−4.5%4.1% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

BNDIVV

−1.3%Year to date+12.0%

4.2%Yield1.1%

−1.3%Past year+12.2%

0.03%Fee0.03%

2–1IVV wins

End-of-day Nov 12, 2026

−1.3%Year to date−1.4%

4.2%Yield4.2%

$161BAssets$138B

1–0BND wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV wins

End-of-day Nov 12, 2026

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IVV, CGUI, SPYM and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four