SPYM vs CGUI

ASPYM

BCGUI

Measures won1–3CGUI wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · SPYM $17,553

Lowest cost0.02%SPYM · $2 on $10k

Most income3.82%CGUI · $382 on $10k

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

Held in common[…]SPYM and CGUI

SPYM

CGUI

State Street SPDR Portfolio S&P 500 ETF · $179BCapital Group Ultra Short Income ETF · $442M

+22.0%3 years · per year$18,161 · […][…]

+11.9%5 years · per year$17,553 · […][…]

0.02%Expense ratio$2 · $18 on $10k · lower wins0.18%

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

−8.9%Worst dropSmaller wins−0.2%

13.7%VolatilityLower wins0.9%

1–3CGUI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYM · 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	QQQ	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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
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	QQQ	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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
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

SPYM vs CGUI

SPYM

SPDR Portfolio S&P 500

$17,553

CGUI

Capital Group Ultra Short Income

[…]

MeasureSPYMCGUI

Fee0.02%0.18%

Cost on $10k a year$2$18

Yield1.03%3.82%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−0.2%

Volatility · 1Y13.7%0.9%

3–1measures won
CGUI first

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

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

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

Overlap: SPYM, CGUI, QQQ

Today

52.4%most shared, SPYM and QQQ

SPYMCGUIQQQ

SPYM—[…]52.4%

CGUI[…]—[…]

QQQ52.4%[…]—

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

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

SPYM$103 − $2 = $101

QQQ$46 − $18 = $28

KeptFee

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