Compare · 2 funds side by side · dividends reinvested

CGUS and IVV

CGUSCapital Group×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

CGUS and IVV, 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%$853B1.0

Capital Group Core Equity ETFUS Stock Styles · Large cap0.33%0.86%+7.6%+8.4%+21.1%[…]−9.6%14.1%$11.8B2.0

Rank among the two1st → 2ndFee, 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: CGUS 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Core Equity ETF · $11.8B[…]

CGUS

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 43.1% in common

CGUSMeasureIVV

+7.6%Year to dateJan 1 → Nov 6+8.7%

+8.4%1 yearTotal return+9.8%

+21.1%3 years · per year$10,000 became $17,740 · $18,084+21.8%

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

0.33%Expense ratio$33 · $3 a year on $10k · lower is better0.03%

0.86%Trailing 12-mo yield$86 · $114 a year on $10k1.14%

−9.6%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.6%

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

0–7IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGUS vs IVV: Top 5 Holdings

Today

CGUS

28.0%in top 5

IVV

in top 527.8%

CGUSStockIVV

not top 5AAPL7.9%

7.4%MSFT6.3%

6.6%NVDA6.9%

5.5%AMZN4.0%

4.5%AVGOnot top 5

3.9%METAnot top 5

not top 5GOOGL2.6%

Held in common43.1%

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

CGUS vs IVV Returns, Every Period

Capital GroupCGUS

+8.4%

past year

IVViShares

+9.8%

past year

CGUSIVVFaded: behind in that period

0–3IVV wins

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

Stocks vs Core: CGUS vs IVV

YTD

Capital GroupCGUS

+7.6%

IVViShares

+8.7%

+7.6%Year to date+8.7%

−9.6%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.6%

0.9%Yield1.1%

$11.8BAssets$853B

4–0IVV wins

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

Cost, Income and Risk

Fees: CGUS, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CGUS0.33%$33

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

Yields: CGUS, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

CGUS0.86%$86

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

CGUS$86 − $33 = $53

KeptFee

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

Overlap: CGUS, IVV

Today

43.1%most shared, CGUS and IVV

CGUSIVV

CGUS—43.1%

IVV43.1%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

CGUSWorst drop−9.6%14.1% vol

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

Paid More vs Made More

YTD

IVVCGUS

+8.7%Year to date+7.6%

1.1%Yield0.9%

+9.8%Past year+8.4%

0.03%Fee0.33%

4–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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