Compare · 3 funds side by side · dividends reinvested

VIG, CGUI and MUB

VIGVanguard×CGUICapital Group×MUBiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

VIG, CGUI and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.8%[…][…]−0.2%0.9%$442M1.7

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.0B2.3

Rank among the three1st → 3rdFee, 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: VIG 2006 · CGUI 2024 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

CGUI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested

CGUIMeasureVIG

+3.0%Year to dateJan 1 → Nov 9+14.8%

+3.8%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

3.82%Trailing 12-mo yield$382 · $146 a year on $10k1.46%

−0.2%Worst dropSmaller is better−7.9%

0.9%VolatilityLower is calmer11.0%

CGUIVIG 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

CGUI vs VIG: Top 5 Holdings

Today

CGUI

[…]in top 5

VIG

in top 522.1%

CGUIStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

CGUI vs VIG Returns, Every Period

Capital GroupCGUI

+3.8%

past year

VIGVanguard

+17.6%

past year

CGUIVIGFaded: behind in that period

0–2VIG wins

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

CGUI vs MUB

YTD

Capital GroupCGUI

+3.0%

MUBiShares

+0.7%

+3.0%Year to date+0.7%

−0.2%Worst drop · 1Y−6.3%

0.9%Volatility · 1Y3.7%

3.8%Yield3.3%

$442MAssets$55.0B

4–0CGUI wins

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

Cost, Income and Risk

Fees: VIG, CGUI, MUB

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MUB0.05%$5

CGUI0.18%$18

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

Yields: VIG, CGUI, MUB

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

MUB3.26%$326

VIG1.46%$146

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

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

MUB$326 − $5 = $321

VIG$146 − $4 = $142

KeptFee

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

Overlap: VIG, CGUI, MUB

Today

[…]holdings […]

VIGCGUIMUB

VIG—[…][…]

CGUI[…]—[…]

MUB[…][…]—

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

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

CGUIWorst drop−0.2%0.9% vol

MUBWorst drop−6.3%3.7% vol

VIGWorst drop−7.9%11.0% vol

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

Paid More vs Made More

YTD

CGUIVIG

+3.0%Year to date+14.8%

3.8%Yield1.5%

+3.8%Past year+17.6%

0.18%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026