Compare · 4 funds side by side · dividends reinvested

SPYM, CGUI, BND and VOO

SPYMSPDR×CGUICapital Group×BNDVanguard×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

SPYM, CGUI, BND and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.0

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.8%[…][…]−0.2%0.9%$442M2.3

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%$1.00T2.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.6

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: SPYM 2005 · CGUI 2024 · BND 2007 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

SPYM

CGUI

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

$10,000 five years ago, dividends reinvested

SPYMMeasureCGUI

+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 $18,161 · […][…]

+11.9%5 years · per year$10,000 became $17,553 · […][…]

0.02%Expense ratio$2 · $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%

13.7%VolatilityLower is calmer0.9%

SPYMCGUI 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

SPYM vs CGUI: Top 5 Holdings

Today

SPYM

27.8%in top 5

CGUI

in top 5[…]

SPYMStockCGUI

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPYM vs CGUI Returns, Every Period

SPDRSPYM

+13.6%

past year

CGUICapital Group

+3.8%

past year

SPYMCGUIFaded: behind in that period

2–0SPYM wins

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

Core vs Bonds: SPYM vs BND

YTD

SPDRSPYM

+11.3%

BNDVanguard

+0.0%

+11.3%Year to date+0.0%

−8.9%Worst drop · 1Y−4.5%

13.7%Volatility · 1Y4.0%

1.0%Yield4.1%

$179BAssets$161B

3–1BND wins

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

Cost, Income and Risk

Fees: SPYM, CGUI, BND, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BND0.03%$3

VOO0.03%$3

CGUI0.18%$18

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

Yields: SPYM, CGUI, BND, VOO

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

CGUI3.82%$382

VOO1.07%$107

SPYM1.03%$103

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

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

CGUI$382 − $18 = $364

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

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

Overlap: SPYM, CGUI, BND, VOO

Today

92.7%most shared, SPYM and VOO

SPYMCGUIBNDVOO

SPYM—[…][…]92.7%

CGUI[…]—[…][…]

BND[…][…]—[…]

VOO92.7%[…][…]—

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

Return vs Bumpiness: 4 ETFs

+13.6%SPYM, at 13.7% volatility

CGUIWorst drop−0.2%0.9% vol

BNDWorst drop−4.5%4.0% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

BNDSPYM

+0.0%Year to date+11.3%

4.1%Yield1.0%

+0.3%Past year+13.6%

0.03%Fee0.02%

3–1SPYM 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

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026