CGCB vs IVV

ACGCB

BIVV

Measures won3–2CGCB wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income4.27%CGCB · $427 on $10k

Smallest drop−4.9%CGCB · worst fall in 1Y

Held in common[…]CGCB and IVV

CGCB

IVV

Capital Group Core Bond ETF · $6.9BiShares Core S&P 500 ETF · $850B

+5.2%3 years · per year$11,658 · $18,084+21.8%

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

0.27%Expense ratio$27 · $3 on $10k · lower wins0.03%

4.27%12-mo yield$427 · $114 on $10k1.14%

−4.9%Worst dropSmaller wins−8.9%

4.2%VolatilityLower wins13.6%

3–2CGCB wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGCB · IVV

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIVV	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	ACGCB	Capital Group Core Bond ETFRead Desk		0.27%	4.27%	−0.2%	−0.4%	+0.3%	+5.2%	new	−4.9%	$6.9B

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

Both

5Y2 funds

#			Trend
1	BIVV	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	ACGCB	Capital Group Core Bond ETFRead Desk		0.27%	4.27%	−0.2%	−0.4%	+0.3%	+5.2%	new	−4.9%	$6.9B

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

CGCB vs IVV

CGCB

Capital Group Core Bond

[…]

IVV

iShares Core S&P 500

$17,177

MeasureCGCBIVV

Fee0.27%0.03%

Cost on $10k a year$27$3

Yield4.27%1.14%

5 years, per year[…]+11.4%

3 years, per year+5.2%+21.8%

Worst drop · 1Y−4.9%−8.9%

Volatility · 1Y4.2%13.6%

3–2measures won
CGCB first

Nov 6, 2026 · $10,000 five 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$850B

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: CGCB, IVV

Today

[…]holdings […]

CGCBIVV

CGCB—[…]

IVV[…]—

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

Income After Fees on $10,000

$400most kept, CGCB

CGCB$427 − $27 = $400

IVV$114 − $3 = $111

KeptFee

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