SPY vs CGUI

ASPY

BCGUI

Measures won1–3CGUI wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income3.82%CGUI · $382 on $10k

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

Held in common[…]SPY and CGUI

SPY

CGUI

State Street SPDR S&P 500 ETF · $805BCapital Group Ultra Short Income ETF · $387M

+24.1%3 years · per year$19,132 · […][…]

+12.6%5 years · per year$18,060 · […][…]

0.09%Expense ratio$9 · $18 on $10k · lower wins0.18%

0.99%12-mo yield$99 · $382 on $10k3.82%

−8.9%Worst dropSmaller wins−0.2%

12.9%VolatilityLower wins0.9%

1–3CGUI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · CGUI

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	BCGUI	Capital Group Ultra Short Income ETFRead Desk		0.18%	3.82%	+0.1%	+3.0%	+3.9%	new	new	−0.2%	$387M

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

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	BCGUI	Capital Group Ultra Short Income ETFRead Desk		0.18%	3.82%	+0.1%	+3.0%	+3.9%	new	new	−0.2%	$387M

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

Cards for this view

SPY vs CGUI

SPY

SPDR S&P 500

$18,060

CGUI

Capital Group Ultra Short Income

[…]

MeasureSPYCGUI

Fee0.09%0.18%

Cost on $10k a year$9$18

Yield0.99%3.82%

5 years, per year+12.6%[…]

3 years, per year+24.1%[…]

Worst drop · 1Y−8.9%−0.2%

Volatility · 1Y12.9%0.9%

3–1measures won
CGUI first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

Overlap: SPY, CGUI

Today

[…]holdings […]

SPYCGUI

SPY—[…]

CGUI[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee