IVV vs CGUI

AIVV

BCGUI

Measures won1–3CGUI wins · of 6 · 3Y

$10,000 · 3Y$18,224VOO · IVV $18,221

Lowest cost0.03%VOO · $3 on $10k

Most income4.12%BND · $412 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 · $850BCapital Group Ultra Short Income ETF · $388M

+22.1%3 years · per year$18,221 · […][…]

+11.4%5 years · per year$17,151 · […][…]

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 yearsAll four, one scale

Shared top holdingsIVV · CGUI

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

Held in common[…]

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
4	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+3.0%	+3.9%	new	new	−0.2%	$388M

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

All Four

3Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
4	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+3.0%	+3.9%	new	new	−0.2%	$388M

End-of-day Nov 5, 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

$18,221

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+22.1%[…]

Worst drop · 1Y−8.9%−0.2%

Volatility · 1Y13.6%0.9%

3–1measures won
CGUI first

Nov 5, 2026 · $10,000 three years ago, dividends reinvested

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

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

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