IVV vs CGUI

AIVV

BCGUI

Measures won1–3CGUI wins · of 6 · 3Y

$10,000 · 3Y$18,084IVV

Lowest cost0.03%IVV · $3 on $10k

Most income3.82%CGUI · $382 on $10k

Smallest drop−0.2%CGUI · worst fall in 1Y

Held in common[…]IVV and CGUI

IVV

CGUI

iShares Core S&P 500 ETF · $853BCapital Group Ultra Short Income ETF · $388M

+21.8%3 years · per year$18,084 · […][…]

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

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.14%12-mo yield$114 · $382 on $10k3.82%

−8.9%Worst dropSmaller wins−0.2%

13.6%VolatilityLower wins0.9%

1–3CGUI wins

$10,000 · 3 yearsOne scale

Shared top holdingsIVV · CGUI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

3Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BCGUI	Capital Group Ultra Short Income ETFRead Desk		0.18%	3.82%	−0.1%	+2.9%	+3.8%	new	new	−0.2%	$388M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

3Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BCGUI	Capital Group Ultra Short Income ETFRead Desk		0.18%	3.82%	−0.1%	+2.9%	+3.8%	new	new	−0.2%	$388M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs CGUI

IVV

iShares Core S&P 500

$18,084

CGUI

Capital Group Ultra Short Income

[…]

MeasureIVVCGUI

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.14%3.82%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−0.2%

Volatility · 1Y13.6%0.9%

3–1measures won
CGUI first

Nov 6, 2026 · $10,000 three years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: IVV, CGUI

Today

[…]holdings […]

IVVCGUI

IVV—[…]

CGUI[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

IVV$114 − $3 = $111

KeptFee

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