FDIS vs CGCV

AFDIS

BCGCV

Measures won1–3CGCV wins · of 6 · 5Y

$10,000 · 5Y$20,861VGT · FDIS $12,313

Lowest cost0.08%FDIS · $8 on $10k

Most income1.53%CGCV · $153 on $10k

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

Held in common6.1%FDIS and CGCV

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BCapital Group Conservative Equity ETF · $2.4B

+15.3%3 years · per year$15,335 · […][…]

+4.2%5 years · per year$12,313 · […][…]

0.08%Expense ratio$8 · $33 on $10k · lower wins0.33%

0.74%12-mo yield$74 · $153 on $10k1.53%

Cards for this view

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,313

CGCV

Capital Group Conservative Equity

[…]

MeasureFDISCGCV

Fee0.08%0.33%

Cost on $10k a year$8$33

Yield0.74%1.53%

5 years, per year+4.2%[…]

3 years, per year+15.3%[…]

Worst drop · 1Y−15.5%−7.9%

Volatility · 1Y19.7%10.5%

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.43%	−1.3%	+17.7%	+16.7%	+28.1%	+15.8%	−17.5%	$154.5B
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	−0.1%	+3.1%	+4.6%	+15.3%	+4.2%	−15.5%	$1.6B
3	BCGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.53%	+0.4%	+11.8%	+14.4%	new	new	−7.9%	$2.4B

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.43%	−1.3%	+17.7%	+16.7%	+28.1%	+15.8%	−17.5%	$154.5B
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	−0.1%	+3.1%	+4.6%	+15.3%	+4.2%	−15.5%	$1.6B
3	BCGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.53%	+0.4%	+11.8%	+14.4%	new	new	−7.9%	$2.4B

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