CGCV vs FDIS

ACGCV

BFDIS

Measures won3–1CGCV wins · of 6 · 5Y

$10,000 · 5Y$16,157XLF · FDIS $12,774

Lowest cost0.08%FDIS · $8 on $10k

Most income1.51%CGCV · $151 on $10k

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

Held in common5.8%CGCV and FDIS

CGCV

FDIS

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

[…]3 years · per year[…] · $16,516+18.2%

[…]5 years · per year[…] · $12,774+5.0%

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

1.51%12-mo yield$151 · $73 on $10k0.73%

−7.9%Worst dropSmaller wins−15.5%

9.7%VolatilityLower wins19.4%

3–1CGCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGCV · FDIS

1.8%HD5.0%

2.6%SBUX1.8%

1.3%MCD2.8%

0.5%0I1W.L1.3%

Held in common5.8%

End-of-day Nov 4, 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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.73%	+4.1%	+4.4%	+3.1%	+18.2%	+5.0%	−15.5%	$1.6B
3	ACGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.51%	+1.6%	+13.2%	+15.9%	new	new	−7.9%	$2.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.73%	+4.1%	+4.4%	+3.1%	+18.2%	+5.0%	−15.5%	$1.6B
3	ACGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.51%	+1.6%	+13.2%	+15.9%	new	new	−7.9%	$2.4B

End-of-day Nov 4, 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

$12,774

MeasureCGCVFDIS

Fee0.33%0.08%

Cost on $10k a year$33$8

Yield1.51%0.73%

5 years, per year[…]+5.0%

3 years, per year[…]+18.2%

Worst drop · 1Y−7.9%−15.5%

Volatility · 1Y9.7%19.4%

3–1measures won
CGCV first

5.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CGCV, FDIS, XLF

Today

10.5%most shared, CGCV and XLF

CGCVFDISXLF

CGCV—5.8%10.5%

FDIS5.8%—0.0%

XLF10.5%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

CGCV$151 − $33 = $118

FDIS$73 − $8 = $65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee