Compare · 4 funds side by side · dividends reinvested

IVV, CGUI, BND and SPYM

IVViShares×CGUICapital Group×BNDVanguard×SPYMSPDR×

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

02 / 04

IVV, CGUI, BND and SPYM, 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%$182B2.0

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.9%[…][…]−0.2%0.9%$388M2.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.6

Rank among the four1st → 4thFee, 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: IVV 2000 · CGUI 2024 · BND 2007 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

CGUI

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

$10,000 five years ago, dividends reinvested

IVVMeasureCGUI

+8.4%Year to dateJan 1 → Nov 5+3.0%

+9.7%1 yearTotal return+3.9%

+22.1%3 years · per year$10,000 became $18,221 · […][…]

+11.4%5 years · per year$10,000 became $17,151 · […][…]

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.14%Trailing 12-mo yield$114 · $382 a year on $10k3.82%

−8.9%Worst dropSmaller is better−0.2%

13.6%VolatilityLower is calmer0.9%

IVVCGUI 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

IVV vs CGUI: Top 5 Holdings

Today

IVV

27.7%in top 5

CGUI

in top 5[…]

IVVStockCGUI

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs CGUI Returns, Every Period

iSharesIVV

+9.7%

past year

CGUICapital Group

+3.9%

past year

IVVCGUIFaded: behind in that period

2–0IVV wins

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

Core vs Bonds: IVV vs BND

YTD

iSharesIVV

+8.4%

BNDVanguard

+0.1%

+8.4%Year to date+0.1%

−8.9%Worst drop · 1Y−4.5%

13.6%Volatility · 1Y4.0%

1.1%Yield4.1%

$850BAssets$161B

3–1BND wins

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

Cost, Income and Risk

Fees: IVV, CGUI, BND, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

BND0.03%$3

CGUI0.18%$18

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

Yields: IVV, CGUI, BND, SPYM

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

CGUI3.82%$382

IVV1.14%$114

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

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

KeptFee

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

Overlap: IVV, CGUI, BND, SPYM

Today

99.9%most shared, IVV and SPYM

IVVCGUIBNDSPYM

IVV—[…][…]99.9%

CGUI[…]—[…][…]

BND[…][…]—[…]

SPYM99.9%[…][…]—

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

Return vs Bumpiness: 4 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

IVVWorst 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 Four

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026