Compare · 3 funds side by side · dividends reinvested

XLY, CGCV and VCR

XLYSPDR×CGCVCapital Group×VCRVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,388XLY · best of the three

02 / 04

XLY, CGCV and VCR, 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

State Street Consumer Discretionary Select Sector SPDR ETFSectors · Consumer0.08%0.80%−1.1%−1.4%+17.2%+4.4%−15.0%19.1%$22.7B2.0

Vanguard Consumer Discretionary ETFSectors · Consumer0.09%0.76%+0.0%−0.2%+17.0%+4.1%−15.6%19.0%$5.6B2.3

Rank among the three1st → 3rdFee, 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: XLY 1998 · CGCV 2024 · VCR 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street Consumer Discretionary Select Sector SPDR ETF · $22.7B$12,388

XLY

CGCV

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

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

XLYMeasureCGCV

−1.1%Year to dateJan 1 → Nov 3+11.4%

−1.4%1 yearTotal return+13.7%

+17.2%3 years · per year$10,000 became $16,081 · […][…]

+4.4%5 years · per year$10,000 became $12,388 · […][…]

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

0.80%Trailing 12-mo yield$80 · $154 a year on $10k1.54%

−15.0%Worst dropSmaller is better−7.9%

19.1%VolatilityLower is calmer9.6%

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

1–5CGCV wins

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

More Ways to See the Pairs

XLY vs CGCV: Top 5 Holdings

Today

XLY

54.3%in top 5

CGCV

in top 519.3%

XLYStockCGCV

21.5%AMZNnot top 5

18.8%TSLAnot top 5

not top 5MSFT5.8%

5.4%HDnot top 5

4.4%MCDnot top 5

4.1%TJXnot top 5

not top 5PM3.6%

not top 5AVGO3.5%

not top 5LLY3.4%

not top 5ABBV2.9%

Held in common6.3%

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

XLY vs CGCV Returns, Every Period

SPDRXLY

−1.4%

past year

CGCVCapital Group

+13.7%

past year

XLYCGCVFaded: behind in that period

0–2CGCV wins

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

Sector vs Unsorted: XLY vs CGCV

YTD

SPDRXLY

−1.1%

CGCVCapital Group

+11.4%

−1.1%Year to date+11.4%

−15.0%Worst drop · 1Y−7.9%

19.1%Volatility · 1Y9.6%

0.8%Yield1.5%

$22.7BAssets$2.4B

4–0CGCV wins

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

Cost, Income and Risk

Fees: XLY, CGCV, VCR

Today

0.08%lowest, XLY

FundExpense ratioFee$10k

XLY0.08%$8

VCR0.09%$9

CGCV0.33%$33

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

Yields: XLY, CGCV, VCR

1.54%highest, CGCV

FundTrailing yieldYield$10k

CGCV1.54%$154

XLY0.80%$80

VCR0.76%$76

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

Income After Fees on $10,000

$121most kept, CGCV

CGCV$154 − $33 = $121

XLY$80 − $8 = $72

VCR$76 − $9 = $67

KeptFee

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

Overlap: XLY, CGCV, VCR

Today

75.5%most shared, XLY and VCR

XLYCGCVVCR

XLY—6.3%75.5%

CGCV6.3%—5.2%

VCR75.5%5.2%—

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

Return vs Bumpiness: 3 ETFs

+13.7%CGCV, at 9.6% volatility

CGCVWorst drop−7.9%9.6% vol

VCRWorst drop−15.6%19.0% vol

XLYWorst drop−15.0%19.1% vol

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

Paid More vs Made More

YTD

CGCVVCR

+11.4%Year to date+0.0%

1.5%Yield0.8%

+13.7%Past year−0.2%

0.33%Fee0.09%

3–1CGCV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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