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 51 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 Core S&P U.S. Value ETF | 0.04% | 27.02B | Jul 2000 | CGCV vs IUSV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | CGCV vs VTV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.82B | Sep 2000 | CGCV vs SPYV | |
| iShares Morningstar Value ETF | 0.04% | 1.30B | Jun 2004 | CGCV vs ILCV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.78B | Dec 2009 | CGCV vs SCHV |
Best Risk-Adjusted Alternatives to CGCV
CGCV has a PortfoliosLab risk / return rank of 57. There are 97 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 9.78B | Apr 2013 | CGCV vs VLUE | |
| Invesco Dynamic Large Cap Value ETF | 95 | 1.62B | Mar 2005 | CGCV vs PWV | |
| SEI Enhanced US Large Cap Value Factor ETF | 94 | 956.28M | May 2022 | CGCV vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 93 | 16.76B | Sep 2021 | CGCV vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 93 | 26.25B | Aug 2013 | CGCV vs FNDX |
Top Performing CGCV Alternatives (YTD)
CGCV is at 9.03% YTD. There are 115 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.84% | 9.78B | Apr 2013 | CGCV vs VLUE | |
| Clough Select Equity ETF | 24.90% | 56.12M | Nov 2020 | CGCV vs CBSE | |
| Eventide High Dividend ETF | 22.35% | 150.61M | Sep 2024 | CGCV vs ELCV | |
| iShares Core Dividend ETF | 22.13% | 1.59B | Nov 2017 | CGCV vs DIVB | |
| VictoryShares Free Cash Flow ETF | 21.96% | 8.17B | Jun 2023 | CGCV vs VFLO |
Lowest Volatility Alternatives to CGCV
CGCV has 9.86% 1-year volatility. There are 13 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.16% | 60.27M | Oct 2025 | CGCV vs KWIN | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.96% | 6.21B | Jun 2006 | CGCV vs DLN | |
| Bahl & Gaynor Income Growth ETF | 8.98% | 342.03M | Sep 2023 | CGCV vs BGIG | |
| Morgan Dempsey Large Cap Value ETF | 9.02% | 32.39M | Apr 2023 | CGCV vs MDLV | |
| Absolute Select Value ETF | 9.11% | 142.20M | Jan 2020 | CGCV vs ABEQ |
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 Dynamic Large Cap Value ETF | -4.05% | 1.62B | 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% | 7.48B | Mar 2006 | CGCV vs FDL | |
| Hartford US Value ETF | -4.93% | 48.88M | Dec 2023 | CGCV vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | CGCV vs ELCV |
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.
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