CGCV vs JHDG
Capital Group Conservative Equity ETF vs John Hancock Hedged Equity ETF
Which is better, CGCV or JHDG?
CGCV costs less.
CGCV has a lower expense ratio. CGCV is less concentrated, with 33.0% of the fund in its ten largest positions against 47.8%.
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 | JHDG |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.49% |
| AUM | $2.1B | $128M |
| Dividend Yield | 1.59% | 0.18% |
| Holdings | 146 | 117 |
| YTD Return | +8.70% | +10.57%Best |
| 1Y Return | +11.37% | - |
| Top 10 Weight | 33.0%Best | 47.8% |
| Fund Family | Capital Group (US) | John Hancock Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 25, 2024 | Apr 8, 2026 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
CGCV vs JHDG 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 JHDG Performance
Capital Group Conservative Equity ETF (CGCV) is an ETF from Capital Group (US) and John Hancock Hedged Equity ETF (JHDG) is an ETF from John Hancock Investment Management. Year to date, CGCV is up 8.70% versus a gain of 10.57% for JHDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
CGCV charges 0.33% per year while JHDG 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 0.18% for JHDG.
Holdings Overlap
23.7% of CGCV's money is in holdings JHDG also owns. 36.9% of JHDG's money is in holdings CGCV also owns.
The two portfolios partly overlap.
10 positions in common, counted across the 73 positions we hold weights for in CGCV and 55 in JHDG, against full books of 146 and 117.
What only one of them owns
Our book lists 33 positions for JHDG that do not appear in our book for CGCV (52.1% of the fund), and 59 for CGCV that do not appear in JHDG (71.0%).
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 JHDG | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 6.20% | 8.73% | 2.53% |
| GOOGLAlphabet Inc | 1.91% | 6.86% | 4.95% |
| AVGOBroadcom Inc | 4.04% | 4.31% | 0.27% |
| NVDANvidia Corp | 2.16% | 4.89% | 2.73% |
| JPMJpmorgan Chase | 2.40% | 4.32% | 1.92% |
| LLYEli Lilly & Co. | 3.00% | 2.91% | 0.09% |
| LINLinde Plc Ordinary Shares | 1.51% | 1.40% | 0.11% |
| AMATApplied Materials, Inc. | 1.45% | 1.20% | 0.25% |
| COPConocophillips Common Stock USD 0.01 | 0.52% | 1.49% | 0.97% |
| MSMorgan Stanley | 0.55% | 0.77% | 0.22% |
36.9% of JHDG 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 JHDG?
CGCV has an expense ratio of 0.33% while JHDG charges 0.49%. CGCV is the cheaper option, by $16 a year on a $10,000 investment.
What is the holdings overlap between CGCV and JHDG?
36.9% of JHDG's money is in holdings CGCV also owns. 36.9% of JHDG's is in holdings CGCV also owns. They hold 10 positions in common, counted across the 73 positions we hold weights for in CGCV and 55 in JHDG.
Which pays a higher dividend, CGCV or JHDG?
CGCV yields 1.59% while JHDG yields 0.18%, so CGCV currently pays the higher dividend yield.
Is JHDG better than CGCV?
CGCV has a lower expense ratio. CGCV is less concentrated, with 33.0% of the fund in its ten largest positions against 47.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.