Compare · 4 funds side by side · dividends reinvested

IVV, CGUI, SGOV and VOO

IVViShares×CGUICapital Group×SGOViShares×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,156VOO · best of the four

02 / 04

IVV, CGUI, SGOV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.0

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%$850B2.4

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B2.5

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.9%[…][…]−0.2%0.9%$388M2.7

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 · SGOV 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

IVVMeasureSGOV

+8.4%Year to dateJan 1 → Nov 5+3.1%

+9.7%1 yearTotal return+3.7%

+22.1%3 years · per year$10,000 became $18,221 · $11,417+4.5%

+11.4%5 years · per year$10,000 became $17,151 · $12,086+3.9%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.14%Trailing 12-mo yield$114 · $363 a year on $10k3.63%

−8.9%Worst dropSmaller is better0.0%

13.6%VolatilityLower is calmer0.2%

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

5–3IVV wins

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 SGOV: Top 5 Holdings

Today

IVV

27.7%in top 5

SGOV

in top 5[…]

IVVStockSGOV

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 SGOV Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SGOViShares

+3.9%

5 years, per year

IVVSGOVFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs CGUI

YTD

iSharesIVV

+8.4%

CGUICapital Group

+3.0%

+8.4%Year to date+3.0%

−8.9%Worst drop · 1Y−0.2%

13.6%Volatility · 1Y0.9%

1.1%Yield3.8%

$850BAssets$388M

3–1CGUI wins

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

Cost, Income and Risk

Fees: IVV, CGUI, SGOV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SGOV0.09%$9

CGUI0.18%$18

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

Yields: IVV, CGUI, SGOV, VOO

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

SGOV3.63%$363

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

SGOV$363 − $9 = $354

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVV, CGUI, SGOV, VOO

Today

93.5%most shared, IVV and VOO

IVVCGUISGOVVOO

IVV—[…][…]93.5%

CGUI[…]—[…][…]

SGOV[…][…]—[…]

VOO93.5%[…][…]—

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

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

SGOVWorst drop0.0%0.2% vol

CGUIWorst drop−0.2%0.9% vol

VOOWorst drop−8.9%13.5% 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

CGUIVOO

+3.0%Year to date+8.4%

3.8%Yield1.1%

+3.9%Past year+9.8%

0.18%Fee0.03%

3–1VOO 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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

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