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ISPY vs CGUI

ProShares S&P 500 High Income ETF vs Capital Group Ultra Short Income ETF

ISPY

ProShares S&P 500 High Income ETF

Annual cost

0.56%

Fund size

$1.3B

CGUI

Capital Group Ultra Short Income ETF

Annual cost

0.18%

Fund size

$267M

Key differences

ISPY is an alternative ETF, while CGUI is a fixed income ETF. ISPY charges 0.56% a year and CGUI 0.18%.

  • ISPY is an alternative fund, while CGUI is a fixed income fund. They carry different risk/return profiles.
  • ISPY follows a option income strategy; CGUI uses index tracking.
  • CGUI costs 0.38% less per year.
  • ISPY is much larger than CGUI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ISPYCGUI
Annual cost (TER)0.56%0.18%
Fund size (AUM)$1.3B$267M
Since20232024
Dividend yield4.62%3.89%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+22.3%+4.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.84%0.74%
Max drawdown-16.88%-0.18%

Similar to ISPY and CGUI