Compare · 2 funds side by side · dividends reinvested

XLE and CGCV

XLESPDR×CGCVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,271XLE · best of the two

02 / 04

XLE and CGCV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.3

Capital Group Conservative Equity ETFUnsorted0.33%1.54%+11.4%+14.6%[…][…]−7.9%10.5%$2.4B1.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: XLE 1998 · CGCV 2024

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

XLE

CGCV

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

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

XLEMeasureCGCV

+41.3%Year to dateJan 1 → Nov 9+11.4%

+44.3%1 yearTotal return+14.6%

+15.9%3 years · per year$10,000 became $15,555 · […][…]

+20.4%5 years · per year$10,000 became $25,271 · […][…]

0.08%Expense ratio$8 · $33 a year on $10k · lower is better0.33%

2.46%Trailing 12-mo yield$246 · $154 a year on $10k1.54%

−15.0%Worst dropSmaller is better−7.9%

23.3%VolatilityLower is calmer10.5%

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

4–2XLE wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs CGCV: Top 5 Holdings

Today

XLE

59.6%in top 5

CGCV

in top 519.4%

XLEStockCGCV

24.5%XOMnot top 5

18.8%CVXnot top 5

7.3%COPnot top 5

not top 5MSFT6.2%

4.5%PSXnot top 5

4.4%MPCnot top 5

not top 5PM3.5%

not top 5LLY3.3%

not top 5AVGO3.3%

not top 5ABBV3.0%

Held in common3.6%

End-of-day Nov 9, 2026 · share of each fund

XLE vs CGCV Returns, Every Period

SPDRXLE

+44.3%

past year

CGCVCapital Group

+14.6%

past year

XLECGCVFaded: behind in that period

2–0XLE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Unsorted: XLE vs CGCV

YTD

SPDRXLE

+41.3%

CGCVCapital Group

+11.4%

+41.3%Year to date+11.4%

−15.0%Worst drop · 1Y−7.9%

23.3%Volatility · 1Y10.5%

2.5%Yield1.5%

$40.5BAssets$2.4B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, CGCV

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

CGCV0.33%$33

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: XLE, CGCV

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

CGCV1.54%$154

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

CGCV$154 − $33 = $121

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: XLE, CGCV

Today

3.6%most shared, XLE and CGCV

XLECGCV

XLE—3.6%

CGCV3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+44.3%XLE, at 23.3% volatility

CGCVWorst drop−7.9%10.5% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLECGCV

+41.3%Year to date+11.4%

2.5%Yield1.5%

+44.3%Past year+14.6%

0.08%Fee0.33%

4–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026