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KEAT vs CGCV

Keating Active ETF vs Capital Group Conservative Equity ETF

KEAT

Keating Active ETF

Keating Investment Counselors Inc

Annual cost

0.85%

Fund size

$120M

CGCV

Capital Group Conservative Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$1.6B

Key differences

  • CGCV costs 0.52% less per year.
  • CGCV is significantly larger than KEAT — larger funds tend to be more liquid and less likely to close.
  • KEAT follows a active selection strategy; CGCV uses index tracking.

Side-by-side comparison

KEATCGCV
Annual cost (TER)0.85%0.33%
Fund size (AUM)$120M$1.6B
Since20242024
Dividend yield2.20%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+28.9%+19.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.23%9.82%
Max drawdown-7.45%-13.13%

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

Similar to KEAT and CGCV