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ACGCV

BFDIS

Measures won3–1CGCV wins · of 6 · 5Y

$10,000 · 5Y$26,671XLE · FDIS $11,856

Lowest cost0.08%FDIS · $8 on $10k

Most income3.53%VNQ · $353 on $10k

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

Held in common6.0%CGCV and FDIS

Capital Group Conservative Equity ETF · $2.5BFidelity MSCI Consumer Discretionary Index ETF · $1.6B

[…]3 years · per year[…] · $15,093+14.7%

[…]5 years · per year[…] · $11,856+3.5%

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

1.52%12-mo yield$152 · $74 on $10k0.74%

Cards for this view

CGCV

Capital Group Conservative Equity

[…]

FDIS

Fidelity MSCI Consumer Discretionary Index

$11,856

MeasureCGCVFDIS

Fee0.33%0.08%

Cost on $10k a year$33$8

Yield1.52%0.74%

5 years, per year[…]+3.5%

3 years, per year[…]+14.7%

Worst drop · 1Y−7.9%−15.5%

Volatility · 1Y10.5%

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.37%	+1.5%	+46.7%	+44.6%	+19.1%	+21.7%	−15.0%	$40.9B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	−0.6%	+2.5%	+2.4%	+14.7%	+3.5%	−15.5%	$1.6B
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.53%	−0.6%	+12.1%	+9.8%	+12.7%	+1.4%	−11.4%	$35.9B
4	ACGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.52%	−0.1%	+12.3%	+13.3%	new	new	−7.9%	$2.5B

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.37%	+1.5%	+46.7%	+44.6%	+19.1%	+21.7%	−15.0%	$40.9B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	−0.6%	+2.5%	+2.4%	+14.7%	+3.5%	−15.5%	$1.6B
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.53%	−0.6%	+12.1%	+9.8%	+12.7%	+1.4%	−11.4%	$35.9B
4	ACGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.52%	−0.1%	+12.3%	+13.3%	new	new	−7.9%	$2.5B