Compare · 3 funds side by side · dividends reinvested

CGCV, FDIS and VGT

CGCVCapital Group×FDISFidelity×VGTVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,861VGT · best of the three

Story of the three · IncomeMost incomeCGCV · 1.53% · $153 a year on $10k

Story of the three · RiskSmallest drop

CGCV, FDIS and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Conservative Equity ETFUnsorted0.33%1.53%+11.8%+14.4%[…][…]−7.9%10.5%$2.4B1.7

Vanguard Information Technology ETFSectors · Technology0.09%0.43%+17.7%+16.7%+28.1%+15.8%−17.5%26.7%$155B1.9

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.1%+4.6%+15.3%+4.2%−15.5%19.7%$1.6B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CGCV 2024 · FDIS 2013 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Conservative Equity ETF · $2.4B[…]

CGCV

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,313

$10,000 five years ago, dividends reinvested · they hold 6.1% in common

CGCV

More Ways to See the Pairs

CGCV vs FDIS: Top 5 Holdings

Today

CGCV

19.5%in top 5

FDIS

in top 547.9%

CGCVStockFDIS

not top 5AMZN22.3%

not top 5TSLA15.4%

6.3%MSFTnot top 5

not top 5HD5.1%

3.5%AVGOnot top 5

Cost, Income and Risk

Fees: CGCV, FDIS, VGT

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

VGT0.09%$9

CGCV0.33%$33

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: CGCV, FDIS, VGT

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+17.7%

VGTVanguard

+17.7%

+17.7%Year to date+17.7%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–0XLK wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

FDIS

+11.8%Year to dateJan 1 → Nov 10+3.1%

+14.4%1 yearTotal return+4.6%

[…]3 years · per year$10,000 became […] · $15,335+15.3%

[…]5 years · per year$10,000 became […] · $12,313+4.2%

0.33%Expense ratio$33 · $8 a year on $10k · lower is better0.08%

1.53%Trailing 12-mo yield$153 · $74 a year on $10k0.74%

−7.9%Worst dropSmaller is better−15.5%

10.5%VolatilityLower is calmer19.7%

CGCVFDIS Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1CGCV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.4%LLYnot top 5

3.4%PMnot top 5

3.0%ABBVnot top 5

not top 5MCD2.9%

not top 5TJX2.2%

Held in common6.1%

End-of-day Nov 10, 2026 · share of each fund

CGCV vs FDIS Returns, Every Period

1Y

Capital GroupCGCV

+14.4%

past year

FDISFidelity

+4.6%

past year

CGCVFDISFaded: behind in that period

2–0CGCV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Unsorted vs Sector: CGCV vs FDIS

YTD

Capital GroupCGCV

+11.8%

FDISFidelity

+3.1%

+11.8%Year to date+3.1%

−7.9%Worst drop · 1Y−15.5%

10.5%Volatility · 1Y19.7%

1.5%Yield0.7%

$2.4BAssets$1.6B

4–0CGCV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.53%highest, CGCV

FundTrailing yieldYield$10k

CGCV1.53%$153

FDIS0.74%$74

VGT0.43%$43

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$120most kept, CGCV

CGCV$153 − $33 = $120

FDIS$74 − $8 = $66

VGT$43 − $9 = $34

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CGCV, FDIS, VGT

Today

19.4%most shared, CGCV and VGT

CGCVFDISVGT

CGCV—6.1%19.4%

FDIS6.1%—0.0%

VGT19.4%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.7%VGT, at 26.7% volatility

CGCVWorst drop−7.9%10.5% vol

FDISWorst drop−15.5%19.7% vol

VGTWorst drop−17.5%26.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

CGCVVGT

+11.8%Year to date+17.7%

1.5%Yield0.4%

+14.4%Past year+16.7%

0.33%Fee0.09%

3–1VGT wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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CGCV, FDIS and VGT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three