BND vs CGUI

ABND

BCGUI

Measures won2–4CGUI wins · of 6 · YTD

$10,000 · YTD$11,130IVV · VOO $11,128

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[…]BND and CGUI

YTD

BND

CGUI

Vanguard Total Bond Market ETF · $161BCapital Group Ultra Short Income ETF · $442M

+0.0%Year to dateJan 1 → Nov 9+3.0%

+0.3%1 yearTotal return+3.8%

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

4.12%12-mo yield$412 · $382 on $10k3.82%

−4.5%Worst dropSmaller wins−0.2%

4.0%VolatilityLower wins0.9%

2–4CGUI wins

$10,000 · since Jan 1All four, one scale

Shared top holdingsBND · CGUI

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

YTD4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	+0.1%	+3.0%	+3.8%	new	new	−0.2%	$442M
4	ABND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

YTD4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	+0.1%	+3.0%	+3.8%	new	new	−0.2%	$442M
4	ABND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BND vs CGUI

BND

Vanguard Total Bond Market

$10,028

CGUI

Capital Group Ultra Short Income

$10,378

MeasureBNDCGUI

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield4.12%3.82%

5 years, per year−0.0%[…]

3 years, per year+5.0%[…]

Worst drop · 1Y−4.5%−0.2%

Volatility · 1Y4.0%0.9%

2–2measures won
level

Nov 9, 2026 · $10,000 one year ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 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 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, CGUI, VOO, BND

Today

92.7%most shared, IVV and VOO

IVVCGUIVOOBND

IVV—[…]92.7%[…]

CGUI[…]—[…][…]

VOO92.7%[…]—[…]

BND[…][…][…]—

End-of-day Nov 9, 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$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee