Compare · 3 funds side by side · dividends reinvested

CGUI, SPY and BNDX

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, SPY and BNDX, 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

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.64%+0.8%+0.4%+4.5%+0.4%−3.2%3.8%$82.9B2.0

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 · SPY 1993 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

CGUI

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested

CGUIMeasureSPY

+2.9%Year to dateJan 1 → Nov 6+8.7%

+3.8%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

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

3.82%Trailing 12-mo yield$382 · $103 a year on $10k1.03%

−0.2%Worst dropSmaller is better−8.9%

0.9%VolatilityLower is calmer13.6%

CGUISPY 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

CGUI vs SPY: Top 5 Holdings

Today

CGUI

[…]in top 5

SPY

in top 527.8%

CGUIStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

CGUI vs SPY Returns, Every Period

Capital GroupCGUI

+3.8%

past year

SPYSPDR

+9.7%

past year

CGUISPYFaded: behind in that period

0–2SPY wins

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

CGUI vs BNDX

YTD

Capital GroupCGUI

+2.9%

BNDXVanguard

+0.8%

+2.9%Year to date+0.8%

−0.2%Worst drop · 1Y−3.2%

0.9%Volatility · 1Y3.8%

3.8%Yield4.6%

$388MAssets$82.9B

3–1CGUI wins

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

Cost, Income and Risk

Fees: CGUI, SPY, BNDX

Today

0.07%lowest, BNDX

FundExpense ratioFee$10k

BNDX0.07%$7

SPY0.09%$9

CGUI0.18%$18

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

Yields: CGUI, SPY, BNDX

4.64%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.64%$464

CGUI3.82%$382

SPY1.03%$103

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

Income After Fees on $10,000

$457most kept, BNDX

BNDX$464 − $7 = $457

CGUI$382 − $18 = $364

SPY$103 − $9 = $94

KeptFee

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

Overlap: CGUI, SPY, BNDX

Today

[…]holdings […]

CGUISPYBNDX

CGUI—[…][…]

SPY[…]—[…]

BNDX[…][…]—

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

BNDXWorst drop−3.2%3.8% 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

BNDXSPY

+0.8%Year to date+8.7%

4.6%Yield1.0%

+0.4%Past year+9.7%

0.07%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

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