Compare · 2 funds side by side · dividends reinvested

CGCV and VCR

CGCVCapital Group×VCRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,757VCR · best of the two

02 / 04

CGCV and VCR, 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%$2.4B1.2

Vanguard Consumer Discretionary ETFSectors · Consumer0.09%0.73%+4.3%+3.0%+18.2%+5.0%−15.6%19.5%$5.6B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: CGCV 2024 · VCR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CGCV

VCR

Vanguard Consumer Discretionary ETF · $5.6B$12,757

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

CGCVMeasureVCR

+13.2%Year to dateJan 1 → Nov 4+4.3%

+15.9%1 yearTotal return+3.0%

[…]3 years · per year$10,000 became […] · $16,499+18.2%

[…]5 years · per year$10,000 became […] · $12,757+5.0%

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

1.51%Trailing 12-mo yield$151 · $73 a year on $10k0.73%

−7.9%Worst dropSmaller is better−15.6%

9.7%VolatilityLower is calmer19.5%

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

5–1CGCV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGCV vs VCR: Top 5 Holdings

Today

CGCV

19.5%in top 5

VCR

in top 548.4%

CGCVStockVCR

not top 5AMZN23.0%

not top 5TSLA15.9%

6.0%MSFTnot top 5

not top 5HD4.5%

3.6%PMnot top 5

3.6%AVGOnot top 5

3.4%LLYnot top 5

2.9%ABBVnot top 5

not top 5MCD2.6%

not top 5TJX2.4%

Held in common5.2%

End-of-day Nov 4, 2026 · share of each fund

CGCV vs VCR Returns, Every Period

Capital GroupCGCV

+15.9%

past year

VCRVanguard

+3.0%

past year

CGCVVCRFaded: behind in that period

2–0CGCV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Sector: CGCV vs VCR

YTD

Capital GroupCGCV

+13.2%

VCRVanguard

+4.3%

+13.2%Year to date+4.3%

−7.9%Worst drop · 1Y−15.6%

9.7%Volatility · 1Y19.5%

1.5%Yield0.7%

$2.4BAssets$5.6B

4–0CGCV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGCV, VCR

Today

0.09%lowest, VCR

FundExpense ratioFee$10k

VCR0.09%$9

CGCV0.33%$33

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CGCV, VCR

1.51%highest, CGCV

FundTrailing yieldYield$10k

CGCV1.51%$151

VCR0.73%$73

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, CGCV

CGCV$151 − $33 = $118

VCR$73 − $9 = $64

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CGCV, VCR

Today

5.2%most shared, CGCV and VCR

CGCVVCR

CGCV—5.2%

VCR5.2%—

End-of-day Nov 4, 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

VCRWorst drop−15.6%19.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CGCVVCR

+13.2%Year to date+4.3%

1.5%Yield0.7%

+15.9%Past year+3.0%

0.33%Fee0.09%

3–1CGCV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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 4, 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 4, 2026

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 4, 2026