CGCV vs XLF

ACGCV

BXLF

Measures won3–1CGCV wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF

Lowest cost0.08%XLF · $8 on $10k

Most income1.57%CGCV · $157 on $10k

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

Held in common10.6%CGCV and XLF

CGCV

XLF

Capital Group Conservative Equity ETF · $2.4BState Street Financial Select Sector SPDR ETF · $54.5B

[…]3 years · per year[…] · $18,391+22.5%

[…]5 years · per year[…] · $15,474+9.1%

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

1.57%12-mo yield$157 · $144 on $10k1.44%

−7.9%Worst dropSmaller wins−14.8%

10.3%VolatilityLower wins15.3%

3–1CGCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGCV · XLF

2.4%JPM11.1%

1.4%PGR1.7%

1.3%WFC3.1%

1.2%PNC1.1%

Held in common10.6%

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	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
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	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
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 XLF

CGCV

Capital Group Conservative Equity

[…]

XLF

Financial Select Sector SPDR

$15,474

MeasureCGCVXLF

Fee0.33%0.08%

Cost on $10k a year$33$8

Yield1.57%1.44%

5 years, per year[…]+9.1%

3 years, per year[…]+22.5%

Worst drop · 1Y−7.9%−14.8%

Volatility · 1Y10.3%15.3%

3–1measures won
CGCV first

10.6%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CGCV, XLF

Today

10.6%most shared, CGCV and XLF

CGCVXLF

CGCV—10.6%

XLF10.6%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

CGCV$157 − $33 = $124

KeptFee

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