Compare · 3 funds side by side · dividends reinvested

CGUI, AGG and SPY

CGUICapital Group×AGGiShares×SPYSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

CGUI, AGG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+2.9%+3.8%[…][…]−0.2%0.9%$388M1.8

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%$819B1.9

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B2.0

Rank among the three1st → 3rdFee, 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: CGUI 2024 · AGG 2003 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

CGUI

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,970

$10,000 five years ago, dividends reinvested

CGUIMeasureAGG

+2.9%Year to dateJan 1 → Nov 6−0.0%

+3.8%1 yearTotal return+0.7%

[…]3 years · per year$10,000 became […] · $11,649+5.2%

[…]5 years · per year$10,000 became […] · $9,970−0.1%

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

3.82%Trailing 12-mo yield$382 · $412 a year on $10k4.12%

−0.2%Worst dropSmaller is better−4.6%

0.9%VolatilityLower is calmer4.1%

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

4–2CGUI wins

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 AGG: Top 5 Holdings

Today

CGUI

[…]in top 5

AGG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

CGUI vs AGG Returns, Every Period

Capital GroupCGUI

+3.8%

past year

AGGiShares

+0.7%

past year

CGUIAGGFaded: behind in that period

2–0CGUI wins

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

CGUI vs AGG

YTD

Capital GroupCGUI

+2.9%

AGGiShares

−0.0%

+2.9%Year to date−0.0%

−0.2%Worst drop · 1Y−4.6%

0.9%Volatility · 1Y4.1%

3.8%Yield4.1%

$388MAssets$139B

3–1CGUI wins

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

Cost, Income and Risk

Fees: CGUI, AGG, SPY

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SPY0.09%$9

CGUI0.18%$18

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

Yields: CGUI, AGG, SPY

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

CGUI3.82%$382

SPY1.03%$103

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

CGUI$382 − $18 = $364

SPY$103 − $9 = $94

KeptFee

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

Overlap: CGUI, AGG, SPY

Today

[…]holdings […]

CGUIAGGSPY

CGUI—[…][…]

AGG[…]—[…]

SPY[…][…]—

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

Return vs Bumpiness: 3 ETFs

+9.7%SPY, at 13.6% volatility

CGUIWorst drop−0.2%0.9% vol

AGGWorst drop−4.6%4.1% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

AGGSPY

−0.0%Year to date+8.7%

4.1%Yield1.0%

+0.7%Past year+9.7%

0.03%Fee0.09%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026