Compare · 3 funds side by side · dividends reinvested

IVV, CGUI and VOO

IVViShares×CGUICapital Group×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

IVV, CGUI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.5

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.9%[…][…]−0.2%0.9%$387M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IVV 2000 · CGUI 2024 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$18,115

VOO

CGUI

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

$10,000 five years ago, dividends reinvested

VOOMeasureCGUI

+13.4%Year to dateJan 1 → Nov 4+3.0%

+13.5%1 yearTotal return+3.9%

+24.2%3 years · per year$10,000 became $19,172 · […][…]

+12.6%5 years · per year$10,000 became $18,115 · […][…]

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

1.05%Trailing 12-mo yield$105 · $382 a year on $10k3.82%

−8.9%Worst dropSmaller is better−0.2%

12.8%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 4, 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 4, 2026 · share of each fund

VOO vs CGUI Returns, Every Period

VanguardVOO

+13.5%

past year

CGUICapital Group

+3.9%

past year

VOOCGUIFaded: behind in that period

2–0VOO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Bonds: VOO vs CGUI

YTD

VanguardVOO

+13.4%

CGUICapital Group

+3.0%

+13.4%Year to date+3.0%

−8.9%Worst drop · 1Y−0.2%

12.8%Volatility · 1Y0.9%

1.1%Yield3.8%

$1.00TAssets$387M

3–1CGUI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, CGUI, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

CGUI0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVV, CGUI, VOO

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVV, CGUI, VOO

Today

94.5%most shared, IVV and VOO

IVVCGUIVOO

IVV—[…]94.5%

CGUI[…]—[…]

VOO94.5%[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

CGUIWorst drop−0.2%0.9% vol

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CGUIIVV

+3.0%Year to date+13.4%

3.8%Yield1.1%

+3.9%Past year+13.5%

0.18%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026