Capital Group Conservative Equity ETF (CGCV) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with CGCV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CGCV
CGCV charges 0.33% annually. There are 50 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Morningstar Value ETF | 0.04% | 1.32B | Jun 2004 | CGCV vs ILCV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 36.23B | Sep 2000 | CGCV vs SPYV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.22B | Jul 2000 | CGCV vs IUSV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.73B | Dec 2009 | CGCV vs SCHV | |
| Vanguard Value ETF | 0.04% | 254.20B | Jan 2004 | CGCV vs VTV |
Best Risk-Adjusted Alternatives to CGCV
CGCV has a PortfoliosLab risk / return rank of 67. There are 106 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Large Cap Value ETF | 97 | 1.72B | Mar 2005 | CGCV vs PWV | |
| iShares MSCI USA Value Factor ETF | 97 | 9.07B | Apr 2013 | CGCV vs VLUE | |
| VictoryShares Free Cash Flow ETF | 96 | 9.18B | Jun 2023 | CGCV vs VFLO | |
| SEI QiM U.S. Large Cap Value Active ETF | 95 | 956.28M | May 2022 | CGCV vs SEIV | |
| iShares Russell Top 200 Value ETF | 95 | 3.98B | Sep 2009 | CGCV vs IWX |
Top Performing CGCV Alternatives (YTD)
CGCV is at 9.48% YTD. There are 120 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 40.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 40.90% | 9.07B | Apr 2013 | CGCV vs VLUE | |
| VictoryShares Free Cash Flow ETF | 26.80% | 9.18B | Jun 2023 | CGCV vs VFLO | |
| iShares Core Dividend ETF | 25.34% | 1.71B | Nov 2017 | CGCV vs DIVB | |
| Bushido Capital US Equity ETF | 23.03% | 479.57M | Sep 2023 | CGCV vs SMRI | |
| Avantis U.S. Large Cap Value ETF | 22.36% | 17.85B | Sep 2021 | CGCV vs AVLV |
Lowest Volatility Alternatives to CGCV
CGCV has 9.89% 1-year volatility. There are 11 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.04% | 60.32M | Oct 2025 | CGCV vs KWIN | |
| Bahl & Gaynor Income Growth ETF | 8.95% | 342.03M | Sep 2023 | CGCV vs BGIG | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.25B | Jun 2006 | CGCV vs DLN | |
| Absolute Select Value ETF | 9.10% | 143.00M | Jan 2020 | CGCV vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 9.17% | 32.39M | Apr 2023 | CGCV vs MDLV |
Lowest Drawdown Alternatives to CGCV
CGCV has a 1-year max drawdown of -7.93%. There are 90 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Large Cap Value ETF | -4.05% | 1.72B | Mar 2005 | CGCV vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | CGCV vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | CGCV vs FDL | |
| Hartford US Value ETF | -4.93% | 49.18M | Dec 2023 | CGCV vs VMAX | |
| First Trust Large Cap Value AlphaDEX Fund | -5.13% | 1.40B | May 2007 | CGCV vs FTA |
Other ETFs from Capital Group
The 10 most viewed Capital Group ETFs shown here include CGDV, CGGR, CGDG and span 10 categories. AUM among these funds goes as high as $37B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Capital Group Dividend Value ETF | Large Cap Value Equities, Dividend | 80 | 14.16% | 37.18B | Feb 2022 | CGCV vs CGDV | |
| Capital Group Growth ETF | Large Cap Growth Equities | 21 | 0.91% | 23.64B | Feb 2022 | CGCV vs CGGR | |
| Capital Group Dividend Growers ETF | Global Equities | 73 | 9.11% | 5.49B | Sep 2023 | CGCV vs CGDG | |
| Capital Group Core Balanced ETF | Diversified Portfolio | 52 | 6.23% | 7.22B | Sep 2023 | CGCV vs CGBL | |
| Capital Group Core Plus Income ETF | Intermediate Core-Plus Bond | 33 | -0.44% | 8.44B | Feb 2022 | CGCV vs CGCP | |
| Capital Group U.S. Multi-Sector Income ETF | Multisector Bonds | 54 | 1.10% | 5.35B | Oct 2022 | CGCV vs CGMS | |
| Capital Group Core Equity ETF | Large Cap Blend Equities | 58 | 11.56% | 11.45B | Feb 2022 | CGCV vs CGUS | |
| Capital Group Global Growth Equity ETF | Global Equities, Actively Managed | 50 | 14.00% | 11.30B | Feb 2022 | CGCV vs CGGO | |
| Capital Group International Core Equity ETF | Foreign Large Cap Equities | 70 | 11.81% | 2.31B | Jun 2024 | CGCV vs CGIC | |
| Capital Group International Focus Equity ETF | Foreign Large Cap Equities | 64 | 14.63% | 6.18B | Feb 2022 | CGCV vs CGXU |
Often Compared With CGCV
Investors most often compare CGCV with QQQ, BUSA, BRK-B. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare CGCV with Any Fund or Stock
Compare CGCV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CGCV with funds that move differently
Capital Group Conservative Equity ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CGCV.
Explore CGCV Diversifiers