FDIS vs CGCV

AFDIS

BCGCV

Measures won1–3CGCV wins · of 6 · 5Y

$10,000 · 5Y$15,861XLF · FDIS $11,856

Lowest cost0.08%FDIS · $8 on $10k

Most income1.52%CGCV · $152 on $10k

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

Held in common6.0%FDIS and CGCV

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BCapital Group Conservative Equity ETF · $2.5B

+14.7%3 years · per year$15,093 · […][…]

+3.5%5 years · per year$11,856 · […][…]

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

0.74%12-mo yield$74 · $152 on $10k1.52%

Cards for this view

FDIS

Fidelity MSCI Consumer Discretionary Index

$11,856

CGCV

Capital Group Conservative Equity

[…]

MeasureFDISCGCV

Fee0.08%0.33%

Cost on $10k a year$8$33

Yield0.74%1.52%

5 years, per year+3.5%[…]

3 years, per year+14.7%[…]

Worst drop · 1Y−15.5%−7.9%

Volatility · 1Y19.7%10.5%

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	−0.7%	+7.6%	+11.1%	+22.0%	+9.7%	−14.8%	$54.1B
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	−0.6%	+2.5%	+2.4%	+14.7%	+3.5%	−15.5%	$1.6B
3	BCGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.52%	−0.1%	+12.3%	+13.3%	new	new	−7.9%	$2.5B

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	−0.7%	+7.6%	+11.1%	+22.0%	+9.7%	−14.8%	$54.1B
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	−0.6%	+2.5%	+2.4%	+14.7%	+3.5%	−15.5%	$1.6B
3	BCGCV	Capital Group Conservative Equity ETFRead Desk	0.33%	1.52%	−0.1%	+12.3%	+13.3%	new	new	−7.9%	$2.5B

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