CGUI vs IVV

ACGUI

BIVV

Measures won3–1CGUI wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · AGG $9,755

Lowest cost0.03%IVV · $3 on $10k

Most income4.18%AGG · $418 on $10k

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

Held in common[…]CGUI and IVV

Capital Group Ultra Short Income ETF · $442MiShares Core S&P 500 ETF · $879B

[…]3 years · per year[…] · $18,019+21.7%

[…]5 years · per year[…] · $17,398+11.7%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

3.82%12-mo yield$382 · $110 on $10k1.10%

Cards for this view

CGUI

Capital Group Ultra Short Income

[…]

IVV

iShares Core S&P 500

$17,398

MeasureCGUIIVV

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield3.82%1.10%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−0.2%−8.9%

Volatility · 1Y0.9%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
3	ACGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+2.9%	+3.6%	new	new	−0.2%	$442M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
3	ACGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+2.9%	+3.6%	new	new	−0.2%	$442M

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