VOO vs CGUI

AVOO

BCGUI

Measures won1–3CGUI wins · of 6 · 3Y

$10,000 · 3Y$18,084IVV · VOO $18,079

Lowest cost0.03%IVV · $3 on $10k

Most income4.12%BND · $412 on $10k

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

Held in common[…]VOO and CGUI

VOO

CGUI

Vanguard S&P 500 ETF · $1.00TCapital Group Ultra Short Income ETF · $388M

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

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

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

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

−8.9%Worst dropSmaller wins−0.2%

13.5%VolatilityLower wins0.9%

1–3CGUI wins

$10,000 · 3 yearsAll four, one scale

Shared top holdingsVOO · 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

All Four

3Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
4	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

All Four

3Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
4	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

VOO vs CGUI

VOO

Vanguard S&P 500

$18,079

CGUI

Capital Group Ultra Short Income

[…]

MeasureVOOCGUI

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.10%3.82%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−0.2%

Volatility · 1Y13.5%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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

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, VOO, BND

Today

92.2%most shared, IVV and VOO

IVVCGUIVOOBND

IVV—[…]92.2%[…]

CGUI[…]—[…][…]

VOO92.2%[…]—[…]

BND[…][…][…]—

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

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 6, 2026 · yield in dollars minus the fee