CGCV vs XLE

ACGCV

BXLE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$25,568XLE

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common3.5%CGCV and XLE

CGCV

XLE

Capital Group Conservative Equity ETF · $2.4BState Street Energy Select Sector SPDR ETF · $42.0B

[…]3 years · per year[…] · $15,939+16.8%

[…]5 years · per year[…] · $25,568+20.7%

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

1.57%12-mo yield$157 · $247 on $10k2.47%

−7.9%Worst dropSmaller wins−15.0%

10.3%VolatilityLower wins23.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCGCV · XLE

1.9%XOM24.4%

0.6%EOG4.1%

0.6%COP7.3%

0.5%BKR2.4%

Held in common3.5%

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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
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 XLE

CGCV

Capital Group Conservative Equity

[…]

XLE

Energy Select Sector SPDR

$25,568

MeasureCGCVXLE

Fee0.33%0.08%

Cost on $10k a year$33$8

Yield1.57%2.47%

5 years, per year[…]+20.7%

3 years, per year[…]+16.8%

Worst drop · 1Y−7.9%−15.0%

Volatility · 1Y10.3%23.3%

2–2measures won
level

3.5%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CGCV, XLE

Today

3.5%most shared, CGCV and XLE

CGCVXLE

CGCV—3.5%

XLE3.5%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

CGCV$157 − $33 = $124

KeptFee

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