CGW vs FLGV

vs

Quick Verdict

FLGV has a lower expense ratio. CGW delivered stronger 1-year returns. CGW offers more diversification with 77 holdings.

Side-by-Side Comparison

MetricCGWFLGV
Fund FamilyInvesco (US)Franklin Templeton Investments (US)
Expense Ratio0.59%0.09%
AUM$1.0B$1.0B
Dividend Yield1.45%3.99%
Holdings Count7748
Inception Date2007-05-142020-06-09
Investment StyleMid Cap BlendIntermediate Term US Government Bond
1-Month Return+4.39%+0.10%
YTD Return+7.98%+0.15%
1-Year Return+23.15%+5.85%
3-Year Return+12.85%+2.58%
5-Year Return+8.95%-0.76%
10-Year Return+11.62%-
Buy Score8171
Momentum Score8328
Value Score5267

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, CGW or FLGV?

CGW has an expense ratio of 0.59% while FLGV charges 0.09%. FLGV is the cheaper option, saving you money on management fees over time.

Do CGW and FLGV hold the same stocks?

CGW and FLGV share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, CGW or FLGV?

Over the past year, CGW returned +23.15% while FLGV returned +5.85%. CGW outperformed over this period. Past performance does not guarantee future results.