Compare · 4 funds side by side · dividends reinvested

IVV, CGUI, VOO and BNDX

IVViShares×CGUICapital Group×VOOVanguard×BNDXVanguard×

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, VOO and BNDX, 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

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.9%[…][…]−0.2%0.9%$387M2.3

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%$887B2.4

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.64%+0.8%+0.2%+4.7%+0.4%−3.2%3.8%$82.9B2.8

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 · VOO 2010 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

CGUI

Capital Group Ultra Short Income ETF · $387M[…]

$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 BNDX

YTD

iSharesIVV

+8.4%

BNDXVanguard

+0.8%

+8.4%Year to date+0.8%

−8.9%Worst drop · 1Y−3.2%

13.6%Volatility · 1Y3.8%

1.1%Yield4.6%

$887BAssets$82.9B

3–1BNDX wins

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

Cost, Income and Risk

Fees: IVV, CGUI, VOO, BNDX

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

BNDX0.07%$7

CGUI0.18%$18

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

Yields: IVV, CGUI, VOO, BNDX

4.64%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.64%$464

CGUI3.82%$382

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$457most kept, BNDX

BNDX$464 − $7 = $457

CGUI$382 − $18 = $364

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVV, CGUI, VOO, BNDX

Today

93.5%most shared, IVV and VOO

IVVCGUIVOOBNDX

IVV—[…]93.5%[…]

CGUI[…]—[…][…]

VOO93.5%[…]—[…]

BNDX[…][…][…]—

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

CGUIWorst drop−0.2%0.9% vol

BNDXWorst drop−3.2%3.8% 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

BNDXVOO

+0.8%Year to date+8.4%

4.6%Yield1.1%

+0.2%Past year+9.8%

0.07%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$805B

2–0SPYM 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026