CGCV vs CHGX
Capital Group Conservative Equity ETF vs Stance Sustainable Beta ETF
Which is better, CGCV or CHGX?
Each has led over a different period.
CGCV has a lower expense ratio. CGCV led over the full window, CHGX over 1Y. CHGX is less concentrated, with 11.8% of the fund in its ten largest positions against 33.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CGCV | CHGX |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.49% |
| AUM | $2.1B | $179M |
| Dividend Yield | 1.59% | 0.55% |
| Holdings | 146 | 203 |
| YTD Return | +8.70% | +21.11%Best |
| 1Y Return | +11.37% | +20.36%Best |
| 3Y Return (annualized) | - | +3.83% |
| 5Y Return (annualized) | - | +0.53% |
| Volatility (annualized) | 9.9%Best | 27.9% |
| Max Drawdown | -13.1%Best | -47.3% |
| $10,000 over 2.3 years | $13,706Best | $9,259 |
| Top 10 Weight | 33.0% | 11.8%Best |
| Fund Family | Capital Group (US) | STANCE Capital |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 25, 2024 | Nov 14, 2024 |
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jun 27, 2024 to Oct 14, 2026 (2.3 years).
CGCV vs CHGX growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.3 years both funds cover.
CGCV vs CHGX Performance
Capital Group Conservative Equity ETF (CGCV) is an ETF from Capital Group (US) and Stance Sustainable Beta ETF (CHGX) is an ETF from STANCE Capital. Over the past year CGCV returned +11.37% while CHGX returned +20.36%. Year to date, CGCV is up 8.70% versus a gain of 21.11% for CHGX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CHGX has been the more volatile fund, with annualized monthly volatility of 27.9% compared with 9.9% for CGCV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -13.1% for CGCV and -47.3% for CHGX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CGCV charges 0.33% per year while CHGX charges 0.49%. On a $10,000 position that is $33 vs $49 annually, a gap of $16 per year that compounds over a long holding period. On income, CGCV currently yields 1.59% against 0.55% for CHGX.
Holdings Overlap
27.8% of CGCV's money is in holdings CHGX also owns. 19.9% of CHGX's money is in holdings CGCV also owns.
CGCV and CHGX share little of their money.
20 positions in common, counted across the 73 positions we hold weights for in CGCV and 101 in CHGX, against full books of 146 and 203.
What only one of them owns
Our book lists 81 positions for CHGX that do not appear in our book for CGCV (80.1% of the fund), and 49 for CGCV that do not appear in CHGX (66.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CGCV | Weight in CHGX | Difference |
|---|---|---|---|
| AAPLApple, Inc | 3.07% | 0.99% | 2.08% |
| LLYEli Lilly & Co. | 3.00% | 1.00% | 2.00% |
| CSCOCisco Systems Inc. - Ordinary Shares | 3.00% | 0.99% | 2.01% |
| ABBVAbbvie Inc. | 2.66% | 1.00% | 1.66% |
| NVDANvidia Corp | 2.16% | 1.04% | 1.12% |
| AMATApplied Materials, Inc. | 1.45% | 1.14% | 0.31% |
| CARRCarrier Global Corporation | 1.57% | 0.95% | 0.62% |
| HDHome Depot Inc/The | 1.61% | 0.90% | 0.71% |
| ADPAutomatic Data Processing, Inc. | 1.15% | 0.97% | 0.18% |
| PGRProgressive Corporation | 1.14% | 0.96% | 0.18% |
27.8% of CGCV is already inside CHGX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CGCV or CHGX?
CGCV has an expense ratio of 0.33% while CHGX charges 0.49%. CGCV is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, CGCV or CHGX?
Over the past year CGCV returned +11.37% vs +20.36% for CHGX, so CHGX leads on 1-year performance. Over the longest common window we track (2 years), CGCV annualized +14.69% vs -3.29% for CHGX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGCV or CHGX?
CHGX has been the more volatile fund at 27.9% annualized versus 9.9% for CGCV. Worst drawdown: CGCV -13.1% vs CHGX -47.3%.
Should I hold both CGCV and CHGX?
CGCV and CHGX have a monthly-return correlation of 0.57, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CGCV and CHGX?
27.8% of CGCV's money is in holdings CHGX also owns. 19.9% of CHGX's is in holdings CGCV also owns. They hold 20 positions in common, counted across the 73 positions we hold weights for in CGCV and 101 in CHGX.
Which pays a higher dividend, CGCV or CHGX?
CGCV yields 1.59% while CHGX yields 0.55%, so CGCV currently pays the higher dividend yield.
Is CHGX better than CGCV?
CGCV has a lower expense ratio. CGCV led over the full window, CHGX over 1Y. CHGX is less concentrated, with 11.8% of the fund in its ten largest positions against 33.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.