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CGCV vs USPX

Capital Group Conservative Equity ETF vs Franklin U.S. Equity Index ETF

CGCV

Capital Group Conservative Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$1.6B

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

Key differences

  • USPX costs 0.30% less per year.
  • USPX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGCVUSPX
Annual cost (TER)0.33%0.03%
Fund size (AUM)$1.6B$1.8B
Since20242016
Dividend yield1.49%1.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.5%+28.8%
CAGR 3YN/A+23.3%
CAGR 5YN/A+12.6%
Sharpe 3YN/A1.22
Volatility 1Y9.82%12.24%
Max drawdown-13.13%-31.21%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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