CGUI vs SPY

ACGUI

BSPY

Measures won3–1CGUI wins · of 6 · 5Y

$10,000 · 5Y$17,337SPY · BND $9,803

Lowest cost0.03%BND · $3 on $10k

Most income4.18%BND · $418 on $10k

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

Held in common[…]CGUI and SPY

Capital Group Ultra Short Income ETF · $442MState Street SPDR S&P 500 ETF · $806B

[…]3 years · per year[…] · $17,968+21.6%

[…]5 years · per year[…] · $17,337+11.6%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

3.82%12-mo yield$382 · $100 on $10k1.00%

Cards for this view

CGUI

Capital Group Ultra Short Income

[…]

SPY

SPDR S&P 500

$17,337

MeasureCGUISPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield3.82%1.00%

5 years, per year[…]+11.6%

3 years, per year[…]+21.6%

Worst drop · 1Y−0.2%−8.9%

Volatility · 1Y0.9%13.7%

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	ACGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+2.9%	+3.6%	new	new	−0.2%	$442M

Loading…