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CGCV vs XCHG

Capital Group Conservative Equity ETF vs Ab US Equity ETF

CGCV

Capital Group Conservative Equity ETF

Annual cost

0.33%

Fund size

$1.8B

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

Key differences

Both CGCV and XCHG are equity ETFs. CGCV charges 0.33% a year and XCHG 0.50%. The main difference: CGCV follows a index tracking strategy; XCHG uses active selection.

  • CGCV follows a index tracking strategy; XCHG uses active selection.
  • CGCV costs 0.17% less per year.

Side-by-side comparison

CGCVXCHG
Annual cost (TER)0.33%0.50%
Fund size (AUM)$1.8B$702M
Since20242025
Dividend yield1.46%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+16.1%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.80%
Max drawdown-13.13%-9.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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