CGCV vs FDIS

ACGCV

BFDIS

Measures won3–1CGCV wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · XLF $15,690

Lowest cost0.08%FDIS · $8 on $10k

Most income2.46%XLE · $246 on $10k

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

Held in common6.1%CGCV and FDIS

CGCV

FDIS

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

[…]3 years · per year[…] · $15,652+16.1%

[…]5 years · per year[…] · $12,284+4.2%

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

1.53%12-mo yield$153 · $74 on $10k0.74%

−7.9%Worst dropSmaller wins−15.5%

10.6%VolatilityLower wins19.8%

3–1CGCV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCGCV · FDIS

2.0%HD5.2%

2.7%SBUX1.8%

1.4%MCD3.0%

0.6%0I1W.L1.3%

Held in common6.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	+3.5%	+3.6%	+5.4%	+16.1%	+4.2%	−15.5%	$1.6B
4	ACGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.53%	+2.5%	+11.7%	+15.0%	new	new	−7.9%	$2.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	+3.5%	+3.6%	+5.4%	+16.1%	+4.2%	−15.5%	$1.6B
4	ACGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.53%	+2.5%	+11.7%	+15.0%	new	new	−7.9%	$2.4B

End-of-day Nov 9, 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

$12,284

MeasureCGCVFDIS

Fee0.33%0.08%

Cost on $10k a year$33$8

Yield1.53%0.74%

5 years, per year[…]+4.2%

3 years, per year[…]+16.1%

Worst drop · 1Y−7.9%−15.5%

Volatility · 1Y10.6%19.8%

3–1measures won
CGCV first

6.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

+33.1%

VIGVanguard

+14.8%

+33.1%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

Overlap: CGCV, FDIS, XLE, XLF

Today

10.6%most shared, CGCV and XLF

CGCVFDISXLEXLF

CGCV—6.1%3.5%10.6%

FDIS6.1%—0.0%0.0%

XLE3.5%0.0%—0.0%

XLF10.6%0.0%0.0%—

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

XLF$142 − $8 = $134

CGCV$153 − $33 = $120

FDIS$74 − $8 = $66

KeptFee

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