Compare · 2 funds side by side · dividends reinvested

CGCV and VOO

CGCVCapital Group×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

CGCV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Conservative Equity ETFUnsorted0.33%1.54%+11.4%+13.7%[…][…]−7.9%9.6%$2.4B1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: CGCV 2024 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,749

VOO

CGCV

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

$10,000 five years ago, dividends reinvested · they hold 34.8% in common

VOOMeasureCGCV

+11.5%Year to dateJan 1 → Nov 3+11.4%

+11.9%1 yearTotal return+13.7%

+24.1%3 years · per year$10,000 became $19,094 · […][…]

+12.2%5 years · per year$10,000 became $17,749 · […][…]

0.03%Expense ratio$3 · $33 a year on $10k · lower is better0.33%

1.07%Trailing 12-mo yield$107 · $154 a year on $10k1.54%

−8.9%Worst dropSmaller is better−7.9%

12.7%VolatilityLower is calmer9.6%

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

2–4CGCV wins

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

More Ways to See the Pairs

VOO vs CGCV: Top 5 Holdings

Today

VOO

28.3%in top 5

CGCV

in top 519.3%

VOOStockCGCV

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFT5.8%

3.7%AMZNnot top 5

not top 5PM3.6%

not top 5AVGO3.5%

not top 5LLY3.4%

3.1%GOOGLnot top 5

not top 5ABBV2.9%

Held in common34.8%

End-of-day Nov 3, 2026 · share of each fund

VOO vs CGCV Returns, Every Period

VanguardVOO

+11.9%

past year

CGCVCapital Group

+13.7%

past year

VOOCGCVFaded: behind in that period

1–1Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: VOO vs CGCV

YTD

VanguardVOO

+11.5%

CGCVCapital Group

+11.4%

+11.5%Year to date+11.4%

−8.9%Worst drop · 1Y−7.9%

12.7%Volatility · 1Y9.6%

1.1%Yield1.5%

$1.00TAssets$2.4B

3–1CGCV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGCV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

CGCV0.33%$33

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CGCV, VOO

1.54%highest, CGCV

FundTrailing yieldYield$10k

CGCV1.54%$154

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, CGCV

CGCV$154 − $33 = $121

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CGCV, VOO

Today

34.8%most shared, CGCV and VOO

CGCVVOO

CGCV—34.8%

VOO34.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.7%CGCV, at 9.6% volatility

CGCVWorst drop−7.9%9.6% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CGCVVOO

+11.4%Year to date+11.5%

1.5%Yield1.1%

+13.7%Past year+11.9%

0.33%Fee0.03%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026