CGCV vs IVV

ACGCV

BIVV

Measures won3–1CGCV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.57%CGCV · $157 on $10k

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

Held in common36.3%CGCV and IVV

CGCV

IVV

Capital Group Conservative Equity ETF · $2.4BiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.33%Expense ratio$33 · $3 on $10k · lower wins0.03%

1.57%12-mo yield$157 · $114 on $10k1.14%

−7.9%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins13.6%

3–1CGCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGCV · IVV

6.3%MSFT6.3%

2.9%AAPL7.9%

3.2%AVGO2.2%

2.2%META2.1%

Held in common36.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ACGCV	Capital Group Conservative Equity ETFRead Desk		0.33%	1.57%	−0.2%	+9.1%	+11.8%	new	new	−7.9%	$2.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ACGCV	Capital Group Conservative Equity ETFRead Desk		0.33%	1.57%	−0.2%	+9.1%	+11.8%	new	new	−7.9%	$2.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGCV vs IVV

CGCV

Capital Group Conservative Equity

[…]

IVV

iShares Core S&P 500

$17,177

MeasureCGCVIVV

Fee0.33%0.03%

Cost on $10k a year$33$3

Yield1.57%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y10.3%13.6%

3–1measures won
CGCV first

36.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: CGCV, IVV

Today

36.3%most shared, CGCV and IVV

CGCVIVV

CGCV—36.3%

IVV36.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, CGCV

CGCV$157 − $33 = $124

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee