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GFGF vs CGCV

Guru Favorite Stocks ETF vs Capital Group Conservative Equity ETF

GFGF

Guru Favorite Stocks ETF

GuruFocusETF

Annual cost

0.66%

Fund size

$36M

CGCV

Capital Group Conservative Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$1.6B

Key differences

  • CGCV costs 0.33% less per year.
  • CGCV is significantly larger than GFGF — larger funds tend to be more liquid and less likely to close.
  • GFGF follows a active selection strategy; CGCV uses index tracking.

Side-by-side comparison

GFGFCGCV
Annual cost (TER)0.66%0.33%
Fund size (AUM)$36M$1.6B
Since20212024
Dividend yield0.22%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+13.5%+20.2%
CAGR 3Y+18.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.93N/A
Volatility 1Y12.50%9.81%
Max drawdown-27.99%-13.13%

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

Similar to GFGF and CGCV