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 | |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | CGCV vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | CGCV vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | CGCV vs VTV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | CGCV vs ILCV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | CGCV vs IUSV |
Best Risk-Adjusted Alternatives to CGCV
CGCV has a PortfoliosLab risk / return rank of 51. There are 95 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 | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 97 | 14.76B | Apr 2013 | CGCV vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | CGCV vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 93 | 12.01B | Sep 2021 | CGCV vs AVLV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | CGCV vs PWV | |
| Schwab Fundamental U.S. Large Company Index ETF | 91 | 26.73B | Aug 2013 | CGCV vs FNDX |
Top Performing CGCV Alternatives (YTD)
CGCV is at 6.25% YTD. There are 116 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 50.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 50.50% | 14.76B | Apr 2013 | CGCV vs VLUE | |
| Clough Select Equity ETF | 31.82% | 55.44M | Nov 2020 | CGCV vs CBSE | |
| Eventide High Dividend ETF | 24.13% | 150.61M | Sep 2024 | CGCV vs ELCV | |
| Astoria US Equal Weight Quality Kings ETF | 21.93% | 164.26M | Jul 2023 | CGCV vs ROE | |
| Avantis U.S. Large Cap Value ETF | 21.82% | 12.01B | Sep 2021 | CGCV vs AVLV |
Lowest Volatility Alternatives to CGCV
CGCV has 9.92% 1-year volatility. There are 13 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | 8.94% | 32.39M | Apr 2023 | CGCV vs MDLV | |
| Absolute Select Value ETF | 8.97% | 141.50M | Jan 2020 | CGCV vs ABEQ | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.04% | 6.12B | Jun 2006 | CGCV vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.07% | 342.03M | Sep 2023 | CGCV vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.43% | 1.61B | Jun 2006 | CGCV vs DTD |
Lowest Drawdown Alternatives to CGCV
CGCV has a 1-year max drawdown of -7.93%. There are 89 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% | 1.53B | Mar 2005 | CGCV vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | CGCV vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | CGCV vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.54M | 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 $36B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Capital Group Dividend Value ETF | Large Cap Value Equities, Dividend | 75 | 12.24% | 36.32B | Feb 2022 | CGCV vs CGDV | |
| Capital Group Growth ETF | Large Cap Growth Equities | 33 | 5.01% | 24.49B | Feb 2022 | CGCV vs CGGR | |
| Capital Group Dividend Growers ETF | Global Equities | 44 | 5.44% | 5.18B | Sep 2023 | CGCV vs CGDG | |
| Capital Group Core Balanced ETF | Allocation--50% to 70% Equity, Diversified Portfolio | 57 | 7.79% | 6.93B | Sep 2023 | CGCV vs CGBL | |
| Capital Group Core Plus Income ETF | Intermediate Core-Plus Bond | 39 | 0.38% | 8.05B | Feb 2022 | CGCV vs CGCP | |
| Capital Group U.S. Multi-Sector Income ETF | Multisector Bonds | 55 | 1.51% | 5.13B | Oct 2022 | CGCV vs CGMS | |
| Capital Group Core Equity ETF | Large Cap Blend Equities | 59 | 9.76% | 10.91B | Feb 2022 | CGCV vs CGUS | |
| Capital Group Global Growth Equity ETF | Global Equities | 72 | 22.91% | 11.69B | Feb 2022 | CGCV vs CGGO | |
| Capital Group International Core Equity ETF | Foreign Large Cap Equities | 63 | 14.23% | 2.12B | Jun 2024 | CGCV vs CGIC | |
| Capital Group International Focus Equity ETF | Foreign Large Cap Equities | 67 | 21.86% | 6.45B | 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