VTI vs CGUI

AVTI

BCGUI

Measures won1–3CGUI wins · of 6 · 5Y

$10,000 · 5Y$16,585VTI · AGG $9,888

Lowest cost0.03%VTI · $3 on $10k

Most income4.15%AGG · $415 on $10k

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

Held in common[…]VTI and CGUI

Vanguard Morningstar Total Stock Market ETF · $689BCapital Group Ultra Short Income ETF · $442M

+21.2%3 years · per year$17,823 · […][…]

+10.6%5 years · per year$16,585 · […][…]

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

1.07%12-mo yield$107 · $382 on $10k3.82%

Cards for this view

VTI

Vanguard Morningstar Total Stock Market

$16,585

CGUI

Capital Group Ultra Short Income

[…]

MeasureVTICGUI

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.07%3.82%

5 years, per year+10.6%[…]

3 years, per year+21.2%[…]

Worst drop · 1Y−8.9%−0.2%

Volatility · 1Y13.9%0.9%

#
1	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.6%	−0.2%	−4.6%	$139.1B
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+2.9%	+3.7%	new	new	−0.2%	$442M

#
1	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.6%	−0.2%	−4.6%	$139.1B
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+2.9%	+3.7%	new	new	−0.2%	$442M

Loading…