Compare · 4 funds side by side · dividends reinvested

CGUI, IVV, VCIT and VOO

CGUICapital Group×IVViShares×VCITVanguard×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

CGUI, IVV, VCIT and VOO, 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%$850B2.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.3

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

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.8%+0.4%+6.9%+1.0%−4.9%4.5%$66.6B2.5

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: CGUI 2024 · IVV 2000 · VCIT 2009 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

CGUI

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

$10,000 five years ago, dividends reinvested

IVVMeasureCGUI

+8.7%Year to dateJan 1 → Nov 6+2.9%

+9.8%1 yearTotal return+3.8%

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

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

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.14%Trailing 12-mo yield$114 · $382 a year on $10k3.82%

−8.9%Worst dropSmaller is better−0.2%

13.6%VolatilityLower is calmer0.9%

IVVCGUI 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

IVV vs CGUI: Top 5 Holdings

Today

IVV

27.8%in top 5

CGUI

in top 5[…]

IVVStockCGUI

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs CGUI Returns, Every Period

iSharesIVV

+9.8%

past year

CGUICapital Group

+3.8%

past year

IVVCGUIFaded: behind in that period

2–0IVV wins

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

Core vs Bonds: IVV vs VCIT

YTD

iSharesIVV

+8.7%

VCITVanguard

−0.8%

+8.7%Year to date−0.8%

−8.9%Worst drop · 1Y−4.9%

13.6%Volatility · 1Y4.5%

1.1%Yield5.0%

$850BAssets$66.6B

3–1VCIT wins

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

Cost, Income and Risk

Fees: CGUI, IVV, VCIT, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VCIT0.03%$3

VOO0.03%$3

CGUI0.18%$18

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

Yields: CGUI, IVV, VCIT, VOO

5.02%highest, VCIT

FundTrailing yieldYield$10k

VCIT5.02%$502

CGUI3.82%$382

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

CGUI$382 − $18 = $364

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: CGUI, IVV, VCIT, VOO

Today

92.2%most shared, IVV and VOO

CGUIIVVVCITVOO

CGUI—[…][…][…]

IVV[…]—[…]92.2%

VCIT[…][…]—[…]

VOO[…]92.2%[…]—

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

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

CGUIWorst drop−0.2%0.9% vol

VCITWorst drop−4.9%4.5% vol

VOOWorst drop−8.9%13.5% 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

VCITIVV

−0.8%Year to date+8.7%

5.0%Yield1.1%

+0.4%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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026