IVV vs BND

AIVV

BBND

Measures won2–3BND wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SGOV $12,090

Lowest cost0.03%IVV · $3 on $10k

Most income4.12%BND · $412 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]IVV and BND

IVV

BND

iShares Core S&P 500 ETF · $850BVanguard Total Bond Market ETF · $161B

+21.8%3 years · per year$18,084 · $11,637+5.2%

+11.4%5 years · per year$17,177 · $9,974−0.1%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.14%12-mo yield$114 · $412 on $10k4.12%

−8.9%Worst dropSmaller wins−4.5%

13.6%VolatilityLower wins4.0%

2–3BND wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · BND

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

All Four

5Y4 funds

#
1	AIVV	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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
3	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
4	CGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	−0.1%	+2.9%	+3.8%	new	new	−0.2%	$388M

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

All Four

5Y4 funds

#
1	AIVV	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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
3	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
4	CGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	−0.1%	+2.9%	+3.8%	new	new	−0.2%	$388M

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

IVV vs BND

IVV

iShares Core S&P 500

$17,177

BND

Vanguard Total Bond Market

$9,974

MeasureIVVBND

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.14%4.12%

5 years, per year+11.4%−0.1%

3 years, per year+21.8%+5.2%

Worst drop · 1Y−8.9%−4.5%

Volatility · 1Y13.6%4.0%

3–2measures won
BND 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

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 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, CGUI, SGOV, BND

Today

[…]holdings […]

IVVCGUISGOVBND

IVV—[…][…][…]

CGUI[…]—[…][…]

SGOV[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 6, 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

SGOV$363 − $9 = $354

IVV$114 − $3 = $111

KeptFee

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