CGCV vs FDIS

ACGCV

BFDIS

Measures won3–1CGCV wins · of 6 · 5Y

$10,000 · 5Y$12,115FDIS · VCR $12,075

Lowest cost0.08%FDIS · $8 on $10k

Most income1.57%CGCV · $157 on $10k

Smallest drop−7.9%CGCV · worst fall in 1Y

Held in common6.0%CGCV and FDIS

CGCV

FDIS

Capital Group Conservative Equity ETF · $2.4BFidelity MSCI Consumer Discretionary Index ETF · $1.6B

[…]3 years · per year[…] · $15,748+16.3%

[…]5 years · per year[…] · $12,115+3.9%

0.33%Expense ratio$33 · $8 on $10k · lower wins0.08%

1.57%12-mo yield$157 · $76 on $10k0.76%

−7.9%Worst dropSmaller wins−15.5%

10.3%VolatilityLower wins19.7%

3–1CGCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGCV · FDIS

1.9%HD5.1%

2.7%SBUX1.8%

1.3%MCD2.9%

0.6%0I1W.L1.3%

Held in common6.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B
2	VCR	Vanguard Consumer Discretionary ETFRead Desk	0.09%	0.76%	−4.0%	+0.1%	+0.6%	+16.3%	+3.8%	−15.6%	$5.6B
3	ACGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.57%	−3.5%	+9.3%	+12.4%	new	new	−7.9%	$2.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B
2	VCR	Vanguard Consumer Discretionary ETFRead Desk	0.09%	0.76%	−4.0%	+0.1%	+0.6%	+16.3%	+3.8%	−15.6%	$5.6B
3	ACGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.57%	−3.5%	+9.3%	+12.4%	new	new	−7.9%	$2.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGCV vs FDIS

CGCV

Capital Group Conservative Equity

[…]

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,115

MeasureCGCVFDIS

Fee0.33%0.08%

Cost on $10k a year$33$8

Yield1.57%0.76%

5 years, per year[…]+3.9%

3 years, per year[…]+16.3%

Worst drop · 1Y−7.9%−15.5%

Volatility · 1Y10.3%19.7%

3–1measures won
CGCV first

6.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CGCV, FDIS, VCR

Today

93.3%most shared, FDIS and VCR

CGCVFDISVCR

CGCV—6.0%5.3%

FDIS6.0%—93.3%

VCR5.3%93.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, CGCV

CGCV$157 − $33 = $124

FDIS$76 − $8 = $68

VCR$76 − $9 = $67

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee