Compare · 3 funds side by side · dividends reinvested

SPY, CGUI and BNDX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

SPY, CGUI and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+2.9%+3.8%[…][…]−0.2%0.9%$388M1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.9

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.64%+0.8%+0.4%+4.5%+0.4%−3.2%3.8%$82.9B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SPY 1993 · CGUI 2024 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $819B$17,118

SPY

CGUI

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

$10,000 five years ago, dividends reinvested

SPYMeasureCGUI

+8.7%Year to dateJan 1 → Nov 6+2.9%

+9.7%1 yearTotal return+3.8%

+21.7%3 years · per year$10,000 became $18,039 · […][…]

+11.3%5 years · per year$10,000 became $17,118 · […][…]

0.09%Expense ratio$9 · $18 a year on $10k · lower is better0.18%

1.03%Trailing 12-mo yield$103 · $382 a year on $10k3.82%

−8.9%Worst dropSmaller is better−0.2%

13.6%VolatilityLower is calmer0.9%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs CGUI: Top 5 Holdings

Today

SPY

27.8%in top 5

CGUI

in top 5[…]

SPYStockCGUI

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SPY vs CGUI Returns, Every Period

SPDRSPY

+9.7%

past year

CGUICapital Group

+3.8%

past year

SPYCGUIFaded: behind in that period

2–0SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Bonds: SPY vs BNDX

YTD

SPDRSPY

+8.7%

BNDXVanguard

+0.8%

+8.7%Year to date+0.8%

−8.9%Worst drop · 1Y−3.2%

13.6%Volatility · 1Y3.8%

1.0%Yield4.6%

$819BAssets$82.9B

3–1BNDX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, CGUI, BNDX

Today

0.07%lowest, BNDX

FundExpense ratioFee$10k

BNDX0.07%$7

SPY0.09%$9

CGUI0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SPY, CGUI, BNDX

4.64%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.64%$464

CGUI3.82%$382

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$457most kept, BNDX

BNDX$464 − $7 = $457

CGUI$382 − $18 = $364

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SPY, CGUI, BNDX

Today

[…]holdings […]

SPYCGUIBNDX

SPY—[…][…]

CGUI[…]—[…]

BNDX[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%SPY, at 13.6% volatility

CGUIWorst drop−0.2%0.9% vol

BNDXWorst drop−3.2%3.8% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BNDXSPY

+0.8%Year to date+8.7%

4.6%Yield1.0%

+0.4%Past year+9.7%

0.07%Fee0.09%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026