Screener
ZECP vs CGCV
Zacks Earnings Consistent Portfolio ETF vs Capital Group Conservative Equity ETF
Key differences
Both ZECP and CGCV are equity ETFs. ZECP charges 0.55% a year and CGCV 0.33%. The main difference: ZECP follows a active selection strategy; CGCV uses index tracking.
- ZECP follows a active selection strategy; CGCV uses index tracking.
- CGCV costs 0.22% less per year.
- CGCV is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| ZECP | CGCV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.33% |
| Fund size (AUM) | $342M | $1.8B |
| Since | 2021 | 2024 |
| Dividend yield | 0.74% | 1.46% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +16.1% |
| CAGR 3Y | +16.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | N/A |
| Volatility 1Y | 10.69% | 9.80% |
| Max drawdown | -21.85% | -13.13% |
Similar to ZECP and CGCV
Explore further