VOO vs CGUI

AVOO

BCGUI

Measures won1–3CGUI wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income3.82%CGUI · $382 on $10k

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

Held in common[…]VOO and CGUI

VOO

CGUI

Vanguard S&P 500 ETF · $1.00TCapital Group Ultra Short Income ETF · $387M

+22.1%3 years · per year$18,224 · […][…]

+11.4%5 years · per year$17,156 · […][…]

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.10%12-mo yield$110 · $382 on $10k3.82%

−8.9%Worst dropSmaller wins−0.2%

13.5%VolatilityLower wins0.9%

1–3CGUI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · 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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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

VOO vs CGUI

VOO

Vanguard S&P 500

$17,156

CGUI

Capital Group Ultra Short Income

[…]

MeasureVOOCGUI

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.10%3.82%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−0.2%

Volatility · 1Y13.5%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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: VOO, CGUI, QQQ

Today

55.0%most shared, VOO and QQQ

VOOCGUIQQQ

VOO—[…]55.0%

CGUI[…]—[…]

QQQ55.0%[…]—

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

VOO$110 − $3 = $107

QQQ$48 − $18 = $30

KeptFee

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