CGCV vs LDRX
Capital Group Conservative Equity ETF vs SGI Enhanced Market Leaders ETF
Which is better, CGCV or LDRX?
LDRX has been ahead.
CGCV has a lower expense ratio. LDRX led over 1Y and the full window. CGCV is less concentrated, with 33.0% of the fund in its ten largest positions against 55.2%.
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 | LDRX |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.59% |
| AUM | $2.1B | $261M |
| Dividend Yield | 1.59% | 0.97% |
| Holdings | 146 | 104 |
| YTD Return | +8.70% | +13.27%Best |
| 1Y Return | +11.37% | +16.78%Best |
| Volatility (annualized) | 9.3%Best | 13.6% |
| Max Drawdown | -7.9%Best | -10.6% |
| $10,000 over 1.4 years | $12,460 | $13,893Best |
| Top 10 Weight | 33.0%Best | 55.2% |
| Fund Family | Capital Group (US) | Summit Global Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 25, 2024 | May 5, 2025 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 5, 2025 to Oct 14, 2026 (1.4 years).
CGCV vs LDRX 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 1.4 years both funds cover.
CGCV vs LDRX Performance
Capital Group Conservative Equity ETF (CGCV) is an ETF from Capital Group (US) and SGI Enhanced Market Leaders ETF (LDRX) is an ETF from Summit Global Investments. Over the past year CGCV returned +11.37% while LDRX returned +16.78%. Year to date, CGCV is up 8.70% versus a gain of 13.27% for LDRX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LDRX has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 9.3% 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 -7.9% for CGCV and -10.6% for LDRX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CGCV charges 0.33% per year while LDRX charges 0.59%. On a $10,000 position that is $33 vs $59 annually, a gap of $26 per year that compounds over a long holding period. On income, CGCV currently yields 1.59% against 0.97% for LDRX.
Holdings Overlap
64.5% of CGCV's money is in holdings LDRX also owns. 63.9% of LDRX's money is in holdings CGCV also owns.
The two portfolios partly overlap.
39 positions in common, counted across the 73 positions we hold weights for in CGCV and 100 in LDRX, against full books of 146 and 104.
What only one of them owns
Measured across the 73 and 100 positions we hold weights for.
CGCV holds 30 positions LDRX does not, 30.3% of the fund.
Largest: PM 3.41%, CMQXX 2.24%, CNP 1.62%, CARR 1.57%, GLW 1.29%
Top Shared Holdings
| Stock | Weight in CGCV | Weight in LDRX | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 6.20% | 7.76% | 1.56% |
| NVDANvidia Corp | 2.16% | 11.55% | 9.39% |
| AAPLApple, Inc | 3.07% | 9.87% | 6.80% |
| GOOGLAlphabet Inc | 1.91% | 7.61% | 5.70% |
| AVGOBroadcom Inc | 4.04% | 3.43% | 0.61% |
| METAMeta Platforms Inc | 2.72% | 3.28% | 0.56% |
| LLYEli Lilly & Co. | 3.00% | 1.83% | 1.17% |
| JPMJpmorgan Chase | 2.40% | 1.86% | 0.54% |
| CSCOCisco Systems Inc. - Ordinary Shares | 3.00% | 0.88% | 2.12% |
| ABBVAbbvie Inc. | 2.66% | 0.93% | 1.73% |
64.5% of CGCV is already inside LDRX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, CGCV or LDRX?
CGCV has an expense ratio of 0.33% while LDRX charges 0.59%. CGCV is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, CGCV or LDRX?
Over the past year CGCV returned +11.37% vs +16.78% for LDRX, so LDRX leads on 1-year performance. Over the longest common window we track (1 years), CGCV annualized +17.01% vs +26.47% for LDRX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGCV or LDRX?
LDRX has been the more volatile fund at 13.6% annualized versus 9.3% for CGCV. Worst drawdown: CGCV -7.9% vs LDRX -10.6%.
Should I hold both CGCV and LDRX?
CGCV and LDRX have a monthly-return correlation of 0.56, 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 LDRX?
64.5% of CGCV's money is in holdings LDRX also owns. 63.9% of LDRX's is in holdings CGCV also owns. They hold 39 positions in common, counted across the 73 positions we hold weights for in CGCV and 100 in LDRX.
Which pays a higher dividend, CGCV or LDRX?
CGCV yields 1.59% while LDRX yields 0.97%, so CGCV currently pays the higher dividend yield.
Is LDRX better than CGCV?
CGCV has a lower expense ratio. LDRX led over 1Y and the full window. CGCV is less concentrated, with 33.0% of the fund in its ten largest positions against 55.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.