Compare · 4 funds side by side · dividends reinvested

VOO, CGUI, IVV and BND

VOOVanguard×CGUICapital Group×IVViShares×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,156VOO · best of the four

02 / 04

VOO, CGUI, IVV and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.0

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.9%[…][…]−0.2%0.9%$388M2.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.4

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: VOO 2010 · CGUI 2024 · IVV 2000 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

CGUI

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested

CGUIMeasureVOO

+3.0%Year to dateJan 1 → Nov 5+8.4%

+3.9%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

3.82%Trailing 12-mo yield$382 · $110 a year on $10k1.10%

−0.2%Worst dropSmaller is better−8.9%

0.9%VolatilityLower is calmer13.5%

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

3–3Level

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

More Ways to See the Pairs

CGUI vs VOO: Top 5 Holdings

Today

CGUI

[…]in top 5

VOO

in top 528.3%

CGUIStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CGUI vs VOO Returns, Every Period

Capital GroupCGUI

+3.9%

past year

VOOVanguard

+9.8%

past year

CGUIVOOFaded: behind in that period

0–2VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CGUI vs BND

YTD

Capital GroupCGUI

+3.0%

BNDVanguard

+0.1%

+3.0%Year to date+0.1%

−0.2%Worst drop · 1Y−4.5%

0.9%Volatility · 1Y4.0%

3.8%Yield4.1%

$388MAssets$161B

3–1CGUI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, CGUI, IVV, BND

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

BND0.03%$3

CGUI0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VOO, CGUI, IVV, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

CGUI3.82%$382

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

CGUI$382 − $18 = $364

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VOO, CGUI, IVV, BND

Today

93.5%most shared, VOO and IVV

VOOCGUIIVVBND

VOO—[…]93.5%[…]

CGUI[…]—[…][…]

IVV93.5%[…]—[…]

BND[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

CGUIWorst drop−0.2%0.9% vol

BNDWorst drop−4.5%4.0% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BNDVOO

+0.1%Year to date+8.4%

4.1%Yield1.1%

+0.4%Past year+9.8%

0.03%Fee0.03%

2–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026