SPY vs CGUI

ASPY

BCGUI

Measures won1–3CGUI wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · SPY $17,099

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

+22.0%3 years · per year$18,174 · […][…]

+11.3%5 years · per year$17,099 · […][…]

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

1.03%12-mo yield$103 · $382 on $10k3.82%

−8.9%Worst dropSmaller wins−0.2%

13.6%VolatilityLower wins0.9%

1–3CGUI wins

$10,000 · 5 yearsAll three, one 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

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+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

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+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

$17,099

CGUI

Capital Group Ultra Short Income

[…]

MeasureSPYCGUI

Fee0.09%0.18%

Cost on $10k a year$9$18

Yield1.03%3.82%

5 years, per year+11.3%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−0.2%

Volatility · 1Y13.6%0.9%

3–1measures won
CGUI first

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

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

$33.2BAssets$465B

2–0QQQ wins

End-of-day Nov 5, 2026

Overlap: SPY, CGUI, QQQ

Today

52.8%most shared, SPY and QQQ

SPYCGUIQQQ

SPY—[…]52.8%

CGUI[…]—[…]

QQQ52.8%[…]—

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$103 − $9 = $94

QQQ$48 − $18 = $30

KeptFee

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