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ACGCV

BFDIS

Measures won3–1CGCV wins · of 6 · 5Y

$10,000 · 5Y$26,590XLE · XLV $15,419

Lowest cost0.08%FDIS · $8 on $10k

Most income2.35%XLE · $235 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[…] · $15,108+14.7%

[…]5 years · per year[…] · $11,738+3.3%

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

1.53%12-mo yield$153 · $75 on $10k0.75%

Cards for this view

CGCV

Capital Group Conservative Equity

[…]

FDIS

Fidelity MSCI Consumer Discretionary Index

$11,738

MeasureCGCVFDIS

Fee0.33%0.08%

Cost on $10k a year$33$8

Yield1.53%0.75%

5 years, per year[…]+3.3%

3 years, per year[…]+14.7%

Worst drop · 1Y−7.9%−15.5%

Volatility · 1Y10.5%

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1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.35%	+1.0%	+48.2%	+48.0%	+19.9%	+21.6%	−15.0%	$41.6B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+0.5%	+23.5%	+25.6%	+15.7%	+9.0%	−10.5%	$50.5B
3	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.75%	−0.3%	+2.2%	+2.8%	+14.7%	+3.3%	−15.5%	$1.6B
4	ACGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.53%	−0.2%	+12.1%	+12.8%	new	new	−7.9%	$2.5B

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1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.35%	+1.0%	+48.2%	+48.0%	+19.9%	+21.6%	−15.0%	$41.6B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+0.5%	+23.5%	+25.6%	+15.7%	+9.0%	−10.5%	$50.5B
3	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.75%	−0.3%	+2.2%	+2.8%	+14.7%	+3.3%	−15.5%	$1.6B
4	ACGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.53%	−0.2%	+12.1%	+12.8%	new	new	−7.9%	$2.5B