CGCV vs PSTR
Capital Group Conservative Equity ETF vs PeakShares Sector Rotation ETF
Which is better, CGCV or PSTR?
Each has led over a different period.
CGCV has a lower expense ratio. CGCV led over the full window, PSTR over 1Y. CGCV is less concentrated, with 33.0% of the fund in its ten largest positions against 56.4%.
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 | PSTR |
|---|---|---|
| Expense Ratio | 0.33%Best | 1.06% |
| AUM | $2.1B | $67M |
| Dividend Yield | 1.59% | 4.95% |
| Holdings | 146 | 340 |
| YTD Return | +8.70% | +12.31%Best |
| 1Y Return | +11.37% | +15.84%Best |
| Volatility (annualized) | 9.9% | 7.9%Best |
| Max Drawdown | -13.1%Best | -13.7% |
| $10,000 over 2.3 years | $13,706Best | $13,667 |
| Top 10 Weight | 33.0%Best | 56.4% |
| Fund Family | Capital Group (US) | PeakShares LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 25, 2024 | Apr 30, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized).
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 PSTR 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 PSTR Performance
Capital Group Conservative Equity ETF (CGCV) is an ETF from Capital Group (US) and PeakShares Sector Rotation ETF (PSTR) is an ETF from PeakShares LLC. Over the past year CGCV returned +11.37% while PSTR returned +15.84%. Year to date, CGCV is up 8.70% versus a gain of 12.31% for PSTR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGCV has been the more volatile fund, with annualized monthly volatility of 9.9% compared with 7.9% for PSTR. 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 -13.7% for PSTR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGCV charges 0.33% per year while PSTR charges 1.06%. On a $10,000 position that is $33 vs $106 annually, a gap of $73 per year that compounds over a long holding period. On income, CGCV currently yields 1.59% against 4.95% for PSTR.
Holdings Overlap
28.4% of CGCV's money is in holdings PSTR also owns. 11.2% of PSTR's money is in holdings CGCV also owns.
CGCV and PSTR share little of their money.
14 positions in common, counted across the 73 positions we hold weights for in CGCV and 101 in PSTR, against full books of 146 and 340.
What only one of them owns
Our book lists 79 positions for PSTR that do not appear in our book for CGCV (85.7% of the fund), and 56 for CGCV that do not appear in PSTR (68.4%).
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 PSTR | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 6.20% | 2.79% | 3.41% |
| METAMeta Platforms Inc | 2.72% | 2.47% | 0.25% |
| AVGOBroadcom Inc | 4.04% | 0.26% | 3.78% |
| NVDANvidia Corp | 2.16% | 1.97% | 0.19% |
| AAPLApple, Inc | 3.07% | 0.74% | 2.33% |
| XOMExxonmobil Corp. | 1.92% | 0.28% | 1.64% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 2.11% | 0.08% | 2.03% |
| KOCoca Cola Co. | 1.70% | 0.24% | 1.46% |
| MCDMcdonald'S Corp | 1.12% | 0.30% | 0.82% |
| UNHUnitedhealth Group Incorporated | 0.88% | 0.49% | 0.39% |
28.4% of CGCV is already inside PSTR.
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 PSTR?
CGCV has an expense ratio of 0.33% while PSTR charges 1.06%. CGCV is the cheaper option, by $73 a year on a $10,000 investment.
Which performed better, CGCV or PSTR?
Over the past year CGCV returned +11.37% vs +15.84% for PSTR, so PSTR leads on 1-year performance. Over the longest common window we track (2 years), CGCV annualized +14.69% vs +14.55% for PSTR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGCV or PSTR?
CGCV has been the more volatile fund at 9.9% annualized versus 7.9% for PSTR. Worst drawdown: CGCV -13.1% vs PSTR -13.7%.
Should I hold both CGCV and PSTR?
CGCV and PSTR have a monthly-return correlation of 0.79, 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 PSTR?
28.4% of CGCV's money is in holdings PSTR also owns. 11.2% of PSTR's is in holdings CGCV also owns. They hold 14 positions in common, counted across the 73 positions we hold weights for in CGCV and 101 in PSTR.
Which pays a higher dividend, CGCV or PSTR?
CGCV yields 1.59% while PSTR yields 4.95%, so PSTR currently pays the higher dividend yield.
Is PSTR better than CGCV?
CGCV has a lower expense ratio. CGCV led over the full window, PSTR over 1Y. CGCV is less concentrated, with 33.0% of the fund in its ten largest positions against 56.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.