CGCV vs IVV

ACGCV

BIVV

Measures won3–1CGCV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPY $17,481

Lowest cost0.03%IVV · $3 on $10k

Most income1.52%CGCV · $152 on $10k

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

Held in common36.4%CGCV and IVV

Capital Group Conservative Equity ETF · $2.4BiShares Core S&P 500 ETF · $872B

[…]3 years · per year[…] · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

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

1.52%12-mo yield$152 · $110 on $10k1.10%

Cards for this view

CGCV

Capital Group Conservative Equity

[…]

IVV

iShares Core S&P 500

$17,530

MeasureCGCVIVV

Fee0.33%0.03%

Cost on $10k a year$33$3

Yield1.52%1.10%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y10.5%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	ACGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.52%	+0.6%	+12.5%	+14.2%	new	new	−7.9%	$2.4B

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	ACGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.52%	+0.6%	+12.5%	+14.2%	new	new	−7.9%	$2.4B

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