Compare · 3 funds side by side · dividends reinvested

CGUI, SGOV and VYM

CGUICapital Group×SGOViShares×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

CGUI, SGOV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.9

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+2.9%+3.8%[…][…]−0.2%0.9%$388M2.2

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 · SGOV 2020 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CGUI

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

CGUIMeasureSGOV

+2.9%Year to dateJan 1 → Nov 6+3.2%

+3.8%1 yearTotal return+3.8%

[…]3 years · per year$10,000 became […] · $11,419+4.5%

[…]5 years · per year$10,000 became […] · $12,090+3.9%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

3.82%Trailing 12-mo yield$382 · $363 a year on $10k3.63%

−0.2%Worst dropSmaller is better0.0%

0.9%VolatilityLower is calmer0.2%

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

1–4SGOV 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 SGOV: Top 5 Holdings

Today

CGUI

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

CGUI vs SGOV Returns, Every Period

Capital GroupCGUI

+3.8%

past year

SGOViShares

+3.8%

past year

CGUISGOVFaded: behind in that period

0–1SGOV wins

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

CGUI vs SGOV

YTD

Capital GroupCGUI

+2.9%

SGOViShares

+3.2%

+2.9%Year to date+3.2%

−0.2%Worst drop · 1Y+0.0%

0.9%Volatility · 1Y0.2%

3.8%Yield3.6%

$388MAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: CGUI, SGOV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SGOV0.09%$9

CGUI0.18%$18

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

Yields: CGUI, SGOV, VYM

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

SGOV3.63%$363

VYM2.31%$231

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

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

SGOV$363 − $9 = $354

VYM$231 − $4 = $227

KeptFee

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

Overlap: CGUI, SGOV, VYM

Today

[…]holdings […]

CGUISGOVVYM

CGUI—[…][…]

SGOV[…]—[…]

VYM[…][…]—

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

Return vs Bumpiness: 3 ETFs

+16.5%VYM, at 10.6% volatility

SGOVWorst drop0.0%0.2% vol

CGUIWorst drop−0.2%0.9% vol

VYMWorst drop−6.7%10.6% vol

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

Paid More vs Made More

YTD

CGUIVYM

+2.9%Year to date+12.8%

3.8%Yield2.3%

+3.8%Past year+16.5%

0.18%Fee0.04%

3–1VYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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