Compare · 4 funds side by side · dividends reinvested

SPYM, CGUI, SGOV and VTI

SPYMSPDR×CGUICapital Group×SGOViShares×VTIVanguard×

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, SGOV and VTI, 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%$179B2.1

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.4

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.5

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.8%[…][…]−0.2%0.9%$442M2.7

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 · SGOV 2020 · VTI 2001

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 CGUI

YTD

SPDRSPYM

+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%

1.0%Yield3.8%

$179BAssets$442M

3–1CGUI wins

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

Cost, Income and Risk

Fees: SPYM, CGUI, SGOV, VTI

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTI0.03%$3

SGOV0.09%$9

CGUI0.18%$18

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

Yields: SPYM, CGUI, SGOV, VTI

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

SGOV3.63%$363

VTI1.06%$106

SPYM1.03%$103

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

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

SGOV$363 − $9 = $354

VTI$106 − $3 = $103

SPYM$103 − $2 = $101

KeptFee

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

Overlap: SPYM, CGUI, SGOV, VTI

Today

86.1%most shared, SPYM and VTI

SPYMCGUISGOVVTI

SPYM—[…][…]86.1%

CGUI[…]—[…][…]

SGOV[…][…]—[…]

VTI86.1%[…][…]—

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

Return vs Bumpiness: 4 ETFs

+13.9%VTI, at 13.9% volatility

SGOVWorst drop0.0%0.2% vol

CGUIWorst drop−0.2%0.9% vol

SPYMWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

CGUIVTI

+3.0%Year to date+11.6%

3.8%Yield1.1%

+3.8%Past year+13.9%

0.18%Fee0.03%

3–1VTI 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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026