CGCB vs IVV

ACGCB

BIVV

Measures won3–2CGCB wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

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 · $875B

+5.1%3 years · per year$11,598 · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

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

4.27%12-mo yield$427 · $111 on $10k1.11%

−4.9%Worst dropSmaller wins−8.9%

4.2%VolatilityLower wins13.8%

3–2CGCB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGCB · IVV

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIVV	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ACGCB	Capital Group Core Bond ETFRead Desk	0.27%	4.27%	+0.1%	−0.3%	0.0%	+5.1%	new	−4.9%	$6.9B

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

All Three

5Y3 funds

#
1	BIVV	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ACGCB	Capital Group Core Bond ETFRead Desk	0.27%	4.27%	+0.1%	−0.3%	0.0%	+5.1%	new	−4.9%	$6.9B

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

CGCB vs IVV

CGCB

Capital Group Core Bond

[…]

IVV

iShares Core S&P 500

$17,545

MeasureCGCBIVV

Fee0.27%0.03%

Cost on $10k a year$27$3

Yield4.27%1.11%

5 years, per year[…]+11.9%

3 years, per year+5.1%+22.0%

Worst drop · 1Y−4.9%−8.9%

Volatility · 1Y4.2%13.8%

3–2measures won
CGCB first

Nov 9, 2026 · $10,000 five years 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

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: CGCB, IVV, SPY

Today

99.9%most shared, IVV and SPY

CGCBIVVSPY

CGCB—[…][…]

IVV[…]—99.9%

SPY[…]99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$400most kept, CGCB

CGCB$427 − $27 = $400

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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