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USPX vs CGCV

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

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

CGCV

Capital Group Conservative Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$1.6B

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

USPXCGCV
Annual cost (TER)0.03%0.33%
Fund size (AUM)$1.8B$1.6B
Since20162024
Dividend yield1.09%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.8%+19.5%
CAGR 3Y+23.3%N/A
CAGR 5Y+12.6%N/A
Sharpe 3Y1.22N/A
Volatility 1Y12.24%9.82%
Max drawdown-31.21%-13.13%

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

Similar to USPX and CGCV