Compare · 3 funds side by side · dividends reinvested

CGUI, MUB and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

CGUI, MUB and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.9%[…][…]−0.2%0.9%$387M1.7

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.8

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.7B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CGUI 2024 · MUB 2007 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Ultra Short Income ETF · $387M[…]

CGUI

MUB

iShares National Muni Bond ETF · $54.7B$10,414

$10,000 five years ago, dividends reinvested

CGUIMeasureMUB

+3.0%Year to dateJan 1 → Nov 5+0.5%

+3.9%1 yearTotal return+0.9%

[…]3 years · per year$10,000 became […] · $11,418+4.5%

[…]5 years · per year$10,000 became […] · $10,414+0.8%

0.18%Expense ratio$18 · $5 a year on $10k · lower is better0.05%

3.82%Trailing 12-mo yield$382 · $327 a year on $10k3.27%

−0.2%Worst dropSmaller is better−6.3%

0.9%VolatilityLower is calmer3.7%

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

5–1CGUI wins

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

More Ways to See the Pairs

CGUI vs MUB: Top 5 Holdings

Today

CGUI

[…]in top 5

MUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CGUI vs MUB Returns, Every Period

Capital GroupCGUI

+3.9%

past year

MUBiShares

+0.9%

past year

CGUIMUBFaded: behind in that period

2–0CGUI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CGUI vs MUB

YTD

Capital GroupCGUI

+3.0%

MUBiShares

+0.5%

+3.0%Year to date+0.5%

−0.2%Worst drop · 1Y−6.3%

0.9%Volatility · 1Y3.7%

3.8%Yield3.3%

$387MAssets$54.7B

4–0CGUI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGUI, MUB, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MUB0.05%$5

CGUI0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CGUI, MUB, SPYM

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

MUB3.27%$327

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

MUB$327 − $5 = $322

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CGUI, MUB, SPYM

Today

[…]holdings […]

CGUIMUBSPYM

CGUI—[…][…]

MUB[…]—[…]

SPYM[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

CGUIWorst drop−0.2%0.9% vol

MUBWorst drop−6.3%3.7% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CGUISPYM

+3.0%Year to date+8.4%

3.8%Yield1.1%

+3.9%Past year+9.8%

0.18%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026