Compare · 2 funds side by side · dividends reinvested

CGCV and VGT

CGCVCapital Group×VGTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,311VGT · best of the two

02 / 04

CGCV and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Information Technology ETFSectors · Technology0.09%0.41%+23.1%+16.7%+32.4%+17.4%−15.8%25.5%$155B1.4

Capital Group Conservative Equity ETFUnsorted0.33%1.51%+13.2%+15.9%[…][…]−7.9%9.7%$2.4B1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

CGCV

VGT

Vanguard Information Technology ETF · $155B$22,311

$10,000 five years ago, dividends reinvested · they hold 19.5% in common

CGCVMeasureVGT

+13.2%Year to dateJan 1 → Nov 4+23.1%

+15.9%1 yearTotal return+16.7%

[…]3 years · per year$10,000 became […] · $23,217+32.4%

[…]5 years · per year$10,000 became […] · $22,311+17.4%

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

1.51%Trailing 12-mo yield$151 · $41 a year on $10k0.41%

−7.9%Worst dropSmaller is better−15.8%

9.7%VolatilityLower is calmer25.5%

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

3–3Level

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 VGT: Top 5 Holdings

Today

CGCV

19.5%in top 5

VGT

in top 553.2%

CGCVStockVGT

not top 5NVDA17.6%

not top 5AAPL15.9%

6.0%MSFT11.2%

not top 5MU4.5%

3.6%AVGO4.1%

3.6%PMnot top 5

3.4%LLYnot top 5

2.9%ABBVnot top 5

Held in common19.5%

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

CGCV vs VGT Returns, Every Period

Capital GroupCGCV

+15.9%

past year

VGTVanguard

+16.7%

past year

CGCVVGTFaded: behind in that period

0–2VGT wins

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

Unsorted vs Sector: CGCV vs VGT

YTD

Capital GroupCGCV

+13.2%

VGTVanguard

+23.1%

+13.2%Year to date+23.1%

−7.9%Worst drop · 1Y−15.8%

9.7%Volatility · 1Y25.5%

1.5%Yield0.4%

$2.4BAssets$155B

3–1CGCV wins

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

Cost, Income and Risk

Fees: CGCV, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

CGCV0.33%$33

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

Yields: CGCV, VGT

1.51%highest, CGCV

FundTrailing yieldYield$10k

CGCV1.51%$151

VGT0.41%$41

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

Income After Fees on $10,000

$118most kept, CGCV

CGCV$151 − $33 = $118

VGT$41 − $9 = $32

KeptFee

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

Overlap: CGCV, VGT

Today

19.5%most shared, CGCV and VGT

CGCVVGT

CGCV—19.5%

VGT19.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.7%VGT, at 25.5% volatility

CGCVWorst drop−7.9%9.7% vol

VGTWorst drop−15.8%25.5% vol

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

Paid More vs Made More

YTD

CGCVVGT

+13.2%Year to date+23.1%

1.5%Yield0.4%

+15.9%Past year+16.7%

0.33%Fee0.09%

3–1VGT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

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

$117BAssets$155B

1–1level

End-of-day Nov 4, 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 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