Compare · 2 funds side by side · dividends reinvested

CGCV and XLF

CGCVCapital Group×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,157XLF · best of the two

02 / 04

CGCV and XLF, 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

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B1.6

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 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

CGCV

XLF

State Street Financial Select Sector SPDR ETF · $53.8B$16,157

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

CGCVMeasureXLF

+13.2%Year to dateJan 1 → Nov 4+9.4%

+15.9%1 yearTotal return+15.3%

[…]3 years · per year$10,000 became […] · $19,384+24.7%

[…]5 years · per year$10,000 became […] · $16,157+10.1%

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

1.51%Trailing 12-mo yield$151 · $140 a year on $10k1.40%

−7.9%Worst dropSmaller is better−14.8%

9.7%VolatilityLower is calmer15.0%

CGCVXLF 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 XLF: Top 5 Holdings

Today

CGCV

19.5%in top 5

XLF

in top 543.4%

CGCVStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

not top 5MA6.5%

6.0%MSFTnot top 5

not top 5BAC4.0%

3.6%PMnot top 5

3.6%AVGOnot top 5

3.4%LLYnot top 5

2.9%ABBVnot top 5

Held in common10.5%

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

CGCV vs XLF Returns, Every Period

Capital GroupCGCV

+15.9%

past year

XLFSPDR

+15.3%

past year

CGCVXLFFaded: 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 XLF

YTD

Capital GroupCGCV

+13.2%

XLFSPDR

+9.4%

+13.2%Year to date+9.4%

−7.9%Worst drop · 1Y−14.8%

9.7%Volatility · 1Y15.0%

1.5%Yield1.4%

$2.4BAssets$53.8B

4–0CGCV wins

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

Cost, Income and Risk

Fees: CGCV, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

CGCV0.33%$33

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

Yields: CGCV, XLF

1.51%highest, CGCV

FundTrailing yieldYield$10k

CGCV1.51%$151

XLF1.40%$140

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

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

CGCV$151 − $33 = $118

KeptFee

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

Overlap: CGCV, XLF

Today

10.5%most shared, CGCV and XLF

CGCVXLF

CGCV—10.5%

XLF10.5%—

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

XLFWorst drop−14.8%15.0% vol

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

Paid More vs Made More

YTD

CGCVXLF

+13.2%Year to date+9.4%

1.5%Yield1.4%

+15.9%Past year+15.3%

0.33%Fee0.08%

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