Compare · 4 funds side by side · dividends reinvested

IVV, CGUI, SPY and VOO

IVViShares×CGUICapital Group×SPYSPDR×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

IVV, CGUI, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.3

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.8%[…][…]−0.2%0.9%$442M2.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · CGUI 2024 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

CGUI

Capital Group Ultra Short Income ETF · $442M[…]

$10,000 five years ago, dividends reinvested

VOOMeasureCGUI

+11.3%Year to dateJan 1 → Nov 9+3.0%

+13.6%1 yearTotal return+3.8%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,543 · […][…]

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

1.07%Trailing 12-mo yield$107 · $382 a year on $10k3.82%

−8.9%Worst dropSmaller is better−0.2%

13.7%VolatilityLower is calmer0.9%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs CGUI: Top 5 Holdings

Today

VOO

28.3%in top 5

CGUI

in top 5[…]

VOOStockCGUI

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

VOO vs CGUI Returns, Every Period

VanguardVOO

+13.6%

past year

CGUICapital Group

+3.8%

past year

VOOCGUIFaded: behind in that period

2–0VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Bonds: VOO vs CGUI

YTD

VanguardVOO

+11.3%

CGUICapital Group

+3.0%

+11.3%Year to date+3.0%

−8.9%Worst drop · 1Y−0.2%

13.7%Volatility · 1Y0.9%

1.1%Yield3.8%

$1.00TAssets$442M

3–1CGUI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, CGUI, SPY, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SPY0.09%$9

CGUI0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, CGUI, SPY, VOO

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

IVV1.11%$111

VOO1.07%$107

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, CGUI, SPY, VOO

Today

99.9%most shared, IVV and SPY

IVVCGUISPYVOO

IVV—[…]99.9%92.7%

CGUI[…]—[…][…]

SPY99.9%[…]—92.7%

VOO92.7%[…]92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

CGUIWorst drop−0.2%0.9% vol

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CGUIIVV

+3.0%Year to date+11.3%

3.8%Yield1.1%

+3.8%Past year+13.6%

0.18%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026