Compare · 3 funds side by side · dividends reinvested

CGUI, SPYM and BND

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, SPYM and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.9%[…][…]−0.2%0.9%$388M1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.1

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 · SPYM 2005 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

CGUI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested

CGUIMeasureSPYM

+3.0%Year to dateJan 1 → Nov 5+8.4%

+3.9%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.18%Expense ratio$18 · $2 a year on $10k · lower is better0.02%

3.82%Trailing 12-mo yield$382 · $106 a year on $10k1.06%

−0.2%Worst dropSmaller is better−8.9%

0.9%VolatilityLower is calmer13.6%

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

3–3Level

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 SPYM: Top 5 Holdings

Today

CGUI

[…]in top 5

SPYM

in top 527.7%

CGUIStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

CGUI vs SPYM Returns, Every Period

Capital GroupCGUI

+3.9%

past year

SPYMSPDR

+9.8%

past year

CGUISPYMFaded: behind in that period

0–2SPYM wins

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

CGUI vs BND

YTD

Capital GroupCGUI

+3.0%

BNDVanguard

+0.1%

+3.0%Year to date+0.1%

−0.2%Worst drop · 1Y−4.5%

0.9%Volatility · 1Y4.0%

3.8%Yield4.1%

$388MAssets$161B

3–1CGUI wins

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

Cost, Income and Risk

Fees: CGUI, SPYM, BND

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BND0.03%$3

CGUI0.18%$18

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

Yields: CGUI, SPYM, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

CGUI3.82%$382

SPYM1.06%$106

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

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

CGUI$382 − $18 = $364

SPYM$106 − $2 = $104

KeptFee

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

Overlap: CGUI, SPYM, BND

Today

[…]holdings […]

CGUISPYMBND

CGUI—[…][…]

SPYM[…]—[…]

BND[…][…]—

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

BNDWorst drop−4.5%4.0% 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

BNDSPYM

+0.1%Year to date+8.4%

4.1%Yield1.1%

+0.4%Past year+9.8%

0.03%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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026