CGCV vs SUPP
Capital Group Conservative Equity ETF vs TCW Transform Supply Chain ETF
Which is better, CGCV or SUPP?
CGCV has been ahead.
CGCV has a lower expense ratio. CGCV led over 1Y and the full window. CGCV is less concentrated, with 33.0% of the fund in its ten largest positions against 59.8%.
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 | SUPP |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.75% |
| AUM | $2.1B | $12M |
| Dividend Yield | 1.59% | 0.00% |
| Holdings | 146 | 54 |
| YTD Return | +8.70%Best | +7.65% |
| 1Y Return | +11.37%Best | +7.67% |
| 3Y Return (annualized) | - | +15.44% |
| Volatility (annualized) | 9.9%Best | 18.9% |
| Max Drawdown | -13.1%Best | -25.3% |
| $10,000 over 2.3 years | $13,706Best | $11,886 |
| Top 10 Weight | 33.0%Best | 59.8% |
| Fund Family | Capital Group (US) | TCW ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 25, 2024 | Feb 14, 2023 |
Not shown on this pair: 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 SUPP 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 SUPP Performance
Capital Group Conservative Equity ETF (CGCV) is an ETF from Capital Group (US) and TCW Transform Supply Chain ETF (SUPP) is an ETF from TCW ETFs. Over the past year CGCV returned +11.37% while SUPP returned +7.67%. Year to date, CGCV is up 8.70% versus a gain of 7.65% for SUPP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUPP has been the more volatile fund, with annualized monthly volatility of 18.9% 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 -25.3% for SUPP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CGCV charges 0.33% per year while SUPP charges 0.75%. On a $10,000 position that is $33 vs $75 annually, a gap of $42 per year that compounds over a long holding period. On income, CGCV currently yields 1.59% against 0.00% for SUPP.
Holdings Overlap
8.3% of CGCV's money is in holdings SUPP also owns. 20.0% of SUPP's money is in holdings CGCV also owns.
SUPP and CGCV share little of their money.
3 positions in common, counted across the 73 positions we hold weights for in CGCV and 27 in SUPP, against full books of 146 and 54.
What only one of them owns
Our book lists 20 positions for SUPP that do not appear in our book for CGCV (64.4% of the fund), and 67 for CGCV that do not appear in SUPP (88.6%).
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.
20.0% of SUPP 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 SUPP?
CGCV has an expense ratio of 0.33% while SUPP charges 0.75%. CGCV is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, CGCV or SUPP?
Over the past year CGCV returned +11.37% vs +7.67% for SUPP, so CGCV leads on 1-year performance. Over the longest common window we track (2 years), CGCV annualized +14.69% vs +7.80% for SUPP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGCV or SUPP?
SUPP has been the more volatile fund at 18.9% annualized versus 9.9% for CGCV. Worst drawdown: CGCV -13.1% vs SUPP -25.3%.
Should I hold both CGCV and SUPP?
CGCV and SUPP have a monthly-return correlation of 0.68, 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 SUPP?
20.0% of SUPP's money is in holdings CGCV also owns. 20.0% of SUPP's is in holdings CGCV also owns. They hold 3 positions in common, counted across the 73 positions we hold weights for in CGCV and 27 in SUPP.
Which pays a higher dividend, CGCV or SUPP?
CGCV yields 1.59% while SUPP yields 0.00%, so CGCV currently pays the higher dividend yield.
Is SUPP better than CGCV?
CGCV has a lower expense ratio. CGCV led over 1Y and the full window. CGCV is less concentrated, with 33.0% of the fund in its ten largest positions against 59.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.