CGCV vs GUSE
Capital Group Conservative Equity ETF vs Goldman Sachs Enhanced US Equity ETF
Which is better, CGCV or GUSE?
GUSE has been ahead.
GUSE has a lower expense ratio. GUSE led over 1Y. CGCV is less concentrated, with 33.0% of the fund in its ten largest positions against 40.0%.
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 | GUSE |
|---|---|---|
| Expense Ratio | 0.33% | 0.30%Best |
| AUM | $2.1B | $365M |
| Dividend Yield | 1.59% | 0.64% |
| Holdings | 146 | 121 |
| YTD Return | +8.70% | +13.52%Best |
| 1Y Return | +11.37% | +17.06%Best |
| Top 10 Weight | 33.0%Best | 40.0% |
| Fund Family | Capital Group (US) | Goldman Sachs Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 25, 2024 | Jan 31, 2008 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
CGCV vs GUSE 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
CGCV vs GUSE Performance
Capital Group Conservative Equity ETF (CGCV) is an ETF from Capital Group (US) and Goldman Sachs Enhanced US Equity ETF (GUSE) is an ETF from Goldman Sachs Asset Management. Over the past year CGCV returned +11.37% while GUSE returned +17.06%. Year to date, CGCV is up 8.70% versus a gain of 13.52% for GUSE.
Past performance does not guarantee future results.
Fees and Cost Over Time
CGCV charges 0.33% per year while GUSE charges 0.30%. On a $10,000 position that is $33 vs $30 annually, a gap of $3 per year that compounds over a long holding period. On income, CGCV currently yields 1.59% against 0.64% for GUSE.
Holdings Overlap
46.0% of CGCV's money is in holdings GUSE also owns. 46.8% of GUSE's money is in holdings CGCV also owns.
The two portfolios partly overlap.
26 positions in common, counted across the 73 positions we hold weights for in CGCV and 122 in GUSE, against full books of 146 and 121.
What only one of them owns
Our book lists 93 positions for GUSE that do not appear in our book for CGCV (51.3% of the fund), and 44 for CGCV that do not appear in GUSE (50.9%).
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 GUSE | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 6.20% | 5.03% | 1.17% |
| NVDANvidia Corp | 2.16% | 8.85% | 6.69% |
| AAPLApple, Inc | 3.07% | 7.62% | 4.55% |
| AVGOBroadcom Inc | 4.04% | 2.39% | 1.65% |
| GOOGLAlphabet Inc | 1.91% | 3.45% | 1.54% |
| METAMeta Platforms Inc | 2.72% | 2.49% | 0.23% |
| LLYEli Lilly & Co. | 3.00% | 1.67% | 1.33% |
| JPMJpmorgan Chase | 2.40% | 1.62% | 0.78% |
| KOCoca Cola Co. | 1.70% | 1.69% | 0.01% |
| SBUXStarbucks Corp | 2.48% | 0.59% | 1.89% |
46.8% of GUSE is already inside CGCV.
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 GUSE?
CGCV has an expense ratio of 0.33% while GUSE charges 0.30%. GUSE is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, CGCV or GUSE?
Over the past year CGCV returned +11.37% vs +17.06% for GUSE, so GUSE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between CGCV and GUSE?
46.8% of GUSE's money is in holdings CGCV also owns. 46.8% of GUSE's is in holdings CGCV also owns. They hold 26 positions in common, counted across the 73 positions we hold weights for in CGCV and 122 in GUSE.
Which pays a higher dividend, CGCV or GUSE?
CGCV yields 1.59% while GUSE yields 0.64%, so CGCV currently pays the higher dividend yield.
Is GUSE better than CGCV?
GUSE has a lower expense ratio. GUSE led over 1Y. CGCV is less concentrated, with 33.0% of the fund in its ten largest positions against 40.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.