QQQ vs CGUI

AQQQ

BCGUI

Measures won0–3CGUI wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · AGG $9,979

Lowest cost0.03%AGG · $3 on $10k

Most income4.12%AGG · $412 on $10k

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

Held in common[…]QQQ and CGUI

QQQ

CGUI

Invesco QQQ Trust, Series 1 · $446BCapital Group Ultra Short Income ETF · $442M

+23.9%3 years · per year$19,011 · […][…]

+12.6%5 years · per year$18,068 · […][…]

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

0.46%12-mo yield$46 · $382 on $10k3.82%

−14.8%Worst dropSmaller wins−0.2%

21.5%VolatilityLower wins0.9%

0–3CGUI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQQQ · CGUI

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	AQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	+0.1%	+3.0%	+3.8%	new	new	−0.2%	$442M

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	AQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	+0.1%	+3.0%	+3.8%	new	new	−0.2%	$442M

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

QQQ vs CGUI

QQQ

Invesco QQQ Trust

$18,068

CGUI

Capital Group Ultra Short Income

[…]

MeasureQQQCGUI

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield0.46%3.82%

5 years, per year+12.6%[…]

3 years, per year+23.9%[…]

Worst drop · 1Y−14.8%−0.2%

Volatility · 1Y21.5%0.9%

3–0measures won
CGUI first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 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 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

Overlap: QQQ, CGUI, AGG

Today

[…]holdings […]

QQQCGUIAGG

QQQ—[…][…]

CGUI[…]—[…]

AGG[…][…]—

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

CGUI$382 − $18 = $364

QQQ$46 − $18 = $28

KeptFee

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