CGCV vs SPY

CGCV vs SPY

Which is better, CGCV or SPY?

SPY has been ahead.

SPY has a lower expense ratio. SPY led over 1Y and the full window. CGCV is less concentrated, with 32.5% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: CGCV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCGCVSPY
Expense Ratio0.33%0.09%Best
AUM$2.0B$804.7B
Dividend Yield1.45%0.98%
Holdings75505
YTD Return+7.62%+12.47%Best
1Y Return+11.07%+17.51%Best
3Y Return (annualized)-+21.18%
5Y Return (annualized)-+12.88%
Volatility (annualized)9.8%Best11.9%
Max Drawdown-13.1%Best-18.8%
$10,000 over 2.2 years$13,553$14,304Best
Top 10 Weight32.5%Best38.0%
Fund FamilyCapital Group (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 25, 2024Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 27, 2024 to Sep 11, 2026 (2.2 years).

CGCV vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.2 years both funds cover.

CGCV vs SPY Performance

Capital Group Conservative Equity ETF (CGCV) is an ETF from Capital Group (US) and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year CGCV returned +11.07% while SPY returned +17.51%. Year to date, CGCV is up 7.62% versus a gain of 12.47% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 9.8% for CGCV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -13.1% for CGCV and -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CGCV charges 0.33% per year while SPY charges 0.09%. On a $10,000 position that is $33 vs $9 annually, a gap of $24 per year that compounds over a long holding period. On income, CGCV currently yields 1.45% against 0.98% for SPY.

Holdings Overlap

CGCV already in SPY92.8%
SPY already in CGCV48.0%

92.8% of CGCV's money is in holdings SPY also owns. 48.0% of SPY's money is in holdings CGCV also owns.

Most of CGCV is already inside SPY. Owning both mostly buys the same companies twice.

67 positions in common, counted across the 73 positions we hold weights for in CGCV and 504 in SPY, against full books of 75 and 505.

What only one of them owns

Our book lists 427 positions for SPY that do not appear in our book for CGCV (51.5% of the fund), and 2 for CGCV that do not appear in SPY (2.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in CGCVWeight in SPYDifference
MSFTMicrosoft Corp 4.100 Feb 06 375.89%5.50%0.39%
AAPLApple, Inc2.73%6.83%4.10%
NVDANvidia Corp.1.29%7.71%6.42%
AVGOBroadcom Inc4.48%2.97%1.51%
GOOGLAlphabet A Usd 0.0012.26%3.33%1.07%
LLYEli Lilly & Co.3.31%1.33%1.98%
METAMeta Platforms, Inc.2.06%1.94%0.12%
JPMJpmorgan Chase & Co.2.51%1.44%1.07%
PMPhilip Morris International Inc.3.28%0.44%2.84%
CSCOCisco Systems Inc. - Ordinary Shares2.97%0.72%2.25%

92.8% of CGCV is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CGCVSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CGCV or SPY?

CGCV has an expense ratio of 0.33% while SPY charges 0.09%. SPY is the cheaper option, by $24 a year on a $10,000 investment.

Which performed better, CGCV or SPY?

Over the past year CGCV returned +11.07% vs +17.51% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), CGCV annualized +14.82% vs +17.67% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CGCV or SPY?

SPY has been the more volatile fund at 11.9% annualized versus 9.8% for CGCV. Worst drawdown: CGCV -13.1% vs SPY -18.8%.

Should I hold both CGCV and SPY?

CGCV and SPY have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between CGCV and SPY?

92.8% of CGCV's money is in holdings SPY also owns. 48.0% of SPY's is in holdings CGCV also owns. They hold 67 positions in common, counted across the 73 positions we hold weights for in CGCV and 504 in SPY.

Which pays a higher dividend, CGCV or SPY?

CGCV yields 1.45% while SPY yields 0.98%, so CGCV currently pays the higher dividend yield.

Is SPY better than CGCV?

SPY has a lower expense ratio. SPY led over 1Y and the full window. CGCV is less concentrated, with 32.5% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.