VOO vs CGCV

AVOO

BCGCV

Measures won1–3CGCV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.57%CGCV · $157 on $10k

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

Held in common34.8%VOO and CGCV

VOO

CGCV

Vanguard S&P 500 ETF · $1.00TCapital Group Conservative Equity ETF · $2.4B

+22.1%3 years · per year$18,224 · […][…]

+11.4%5 years · per year$17,156 · […][…]

0.03%Expense ratio$3 · $33 on $10k · lower wins0.33%

1.10%12-mo yield$110 · $157 on $10k1.57%

−8.9%Worst dropSmaller wins−7.9%

13.5%VolatilityLower wins10.3%

1–3CGCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOO · CGCV

5.8%MSFT6.3%

7.4%AAPL2.9%

2.5%AVGO3.5%

2.4%META2.2%

Held in common34.8%

End-of-day Nov 5, 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	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BCGCV	Capital Group Conservative Equity ETFRead Desk		0.33%	1.57%	−3.5%	+9.3%	+12.4%	new	new	−7.9%	$2.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BCGCV	Capital Group Conservative Equity ETFRead Desk		0.33%	1.57%	−3.5%	+9.3%	+12.4%	new	new	−7.9%	$2.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VOO vs CGCV

VOO

Vanguard S&P 500

$17,156

CGCV

Capital Group Conservative Equity

[…]

MeasureVOOCGCV

Fee0.03%0.33%

Cost on $10k a year$3$33

Yield1.10%1.57%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.5%10.3%

3–1measures won
CGCV first

34.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: VOO, CGCV

Today

34.8%most shared, VOO and CGCV

VOOCGCV

VOO—34.8%

CGCV34.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, CGCV

CGCV$157 − $33 = $124

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee