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PFDE vs CGCV

Pathfinder Disciplined US Equity ETF vs Capital Group Conservative Equity ETF

PFDE

Pathfinder Disciplined US Equity ETF

Annual cost

0.59%

Fund size

$138M

CGCV

Capital Group Conservative Equity ETF

Annual cost

0.33%

Fund size

$1.8B

Key differences

Both PFDE and CGCV are equity ETFs. PFDE charges 0.59% a year and CGCV 0.33%. The main difference: PFDE follows a active selection strategy; CGCV uses index tracking.

  • PFDE follows a active selection strategy; CGCV uses index tracking.
  • CGCV costs 0.26% less per year.
  • CGCV is much larger than PFDE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PFDECGCV
Annual cost (TER)0.59%0.33%
Fund size (AUM)$138M$1.8B
Since20252024
Dividend yield1.46%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+16.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.80%
Max drawdown-10.37%-13.13%

Similar to PFDE and CGCV