Compare · 4 funds side by side · dividends reinvested

VOO, CGUI, MUB and IVV

VOOVanguard×CGUICapital Group×MUBiShares×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

VOO, CGUI, MUB and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.1

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+2.9%+3.8%[…][…]−0.2%0.9%$388M2.2

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.3

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B2.9

Rank among the four1st → 4thFee, 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: VOO 2010 · CGUI 2024 · MUB 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,177

VOO

CGUI

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

$10,000 five years ago, dividends reinvested

VOOMeasureCGUI

+8.7%Year to dateJan 1 → Nov 6+2.9%

+9.8%1 yearTotal return+3.8%

+21.8%3 years · per year$10,000 became $18,079 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.10%Trailing 12-mo yield$110 · $382 a year on $10k3.82%

−8.9%Worst dropSmaller is better−0.2%

13.5%VolatilityLower is calmer0.9%

VOOCGUI 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

VOO vs CGUI: Top 5 Holdings

Today

VOO

28.3%in top 5

CGUI

in top 5[…]

VOOStockCGUI

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common[…]

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

VOO vs CGUI Returns, Every Period

VanguardVOO

+9.8%

past year

CGUICapital Group

+3.8%

past year

VOOCGUIFaded: behind in that period

2–0VOO wins

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

Core vs Bonds: VOO vs CGUI

YTD

VanguardVOO

+8.7%

CGUICapital Group

+2.9%

+8.7%Year to date+2.9%

−8.9%Worst drop · 1Y−0.2%

13.5%Volatility · 1Y0.9%

1.1%Yield3.8%

$1.00TAssets$388M

3–1CGUI wins

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

Cost, Income and Risk

Fees: VOO, CGUI, MUB, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

MUB0.05%$5

CGUI0.18%$18

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

Yields: VOO, CGUI, MUB, IVV

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

MUB3.27%$327

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

MUB$327 − $5 = $322

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: VOO, CGUI, MUB, IVV

Today

92.2%most shared, VOO and IVV

VOOCGUIMUBIVV

VOO—[…][…]92.2%

CGUI[…]—[…][…]

MUB[…][…]—[…]

IVV92.2%[…][…]—

End-of-day Nov 6, 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

MUBWorst drop−6.3%3.7% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

CGUIIVV

+2.9%Year to date+8.7%

3.8%Yield1.1%

+3.8%Past year+9.8%

0.18%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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