Compare · 2 funds side by side · dividends reinvested

CGCV and SPY

CGCVCapital Group×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

CGCV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Conservative Equity ETFUnsorted0.33%1.51%+13.2%+15.9%[…][…]−7.9%9.7%$2.4B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CGCV 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

CGCV

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 36.3% in common

CGCVMeasureSPY

+13.2%Year to dateJan 1 → Nov 5+13.3%

+15.9%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.33%Expense ratio$33 · $9 a year on $10k · lower is better0.09%

1.51%Trailing 12-mo yield$151 · $99 a year on $10k0.99%

−7.9%Worst dropSmaller is better−8.9%

9.7%VolatilityLower is calmer12.9%

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

4–2CGCV wins

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

More Ways to See the Pairs

CGCV vs SPY: Top 5 Holdings

Today

CGCV

19.7%in top 5

SPY

in top 527.7%

CGCVStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

6.3%MSFT6.2%

not top 5AMZN3.9%

3.6%PMnot top 5

3.5%AVGOnot top 5

3.4%LLYnot top 5

2.9%ABBVnot top 5

not top 5GOOGL2.6%

Held in common36.3%

End-of-day Nov 5, 2026 · share of each fund

CGCV vs SPY Returns, Every Period

Capital GroupCGCV

+15.9%

past year

SPYSPDR

+13.4%

past year

CGCVSPYFaded: behind in that period

1–1Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: CGCV vs SPY

YTD

Capital GroupCGCV

+13.2%

SPYSPDR

+13.3%

+13.2%Year to date+13.3%

−7.9%Worst drop · 1Y−8.9%

9.7%Volatility · 1Y12.9%

1.5%Yield1.0%

$2.4BAssets$805B

3–1CGCV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGCV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CGCV0.33%$33

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CGCV, SPY

1.51%highest, CGCV

FundTrailing yieldYield$10k

CGCV1.51%$151

SPY0.99%$99

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, CGCV

CGCV$151 − $33 = $118

SPY$99 − $9 = $90

KeptFee

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

Overlap: CGCV, SPY

Today

36.3%most shared, CGCV and SPY

CGCVSPY

CGCV—36.3%

SPY36.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%CGCV, at 9.7% volatility

CGCVWorst drop−7.9%9.7% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CGCVSPY

+13.2%Year to date+13.3%

1.5%Yield1.0%

+15.9%Past year+13.4%

0.33%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026