CGCV vs VOXP

CGCV vs VOXP

Which is better, CGCV or VOXP?

VOXP has been ahead.

VOXP has a lower expense ratio. VOXP led over 1Y. CGCV is less concentrated, with 33.0% of the fund in its ten largest positions against 38.2%.

Lower Fees: VOXPHigher Returns (1Y): VOXPLess Concentrated: CGCV

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

MetricCGCVVOXP
Expense Ratio0.33%0.30%Best
AUM$2.1B$8M
Dividend Yield1.59%0.73%
Holdings1461,016
YTD Return+8.70%+18.74%Best
1Y Return+11.37%-
Top 10 Weight33.0%Best38.2%
Fund FamilyCapital Group (US)Reverb ETF
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 25, 2024Nov 3, 2022

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

CGCV vs VOXP 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.

Compare CGCV against instead:CGCV vs SPYCGCV vs QQQCGCV vs VOOCGCV vs VTIVOXP against:VOXP vs VXUS

CGCV vs VOXP Performance

Capital Group Conservative Equity ETF (CGCV) is an ETF from Capital Group (US) and Vox Populi ETF (VOXP) is an ETF from Reverb ETF. Year to date, CGCV is up 8.70% versus a gain of 18.74% for VOXP.

Past performance does not guarantee future results.

Fees and Cost Over Time

CGCV charges 0.33% per year while VOXP 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 0.73% for VOXP.

Holdings Overlap

CGCV already in VOXP92.8%
VOXP already in CGCV46.2%

92.8% of CGCV's money is in holdings VOXP also owns. 46.2% of VOXP's money is in holdings CGCV also owns.

Most of CGCV is already inside VOXP. Owning both mostly buys the same companies twice.

68 positions in common, counted across the 73 positions we hold weights for in CGCV and 507 in VOXP, against full books of 146 and 1,016.

What only one of them owns

Our book lists 387 positions for VOXP that do not appear in our book for CGCV (49.0% of the fund), and 2 for CGCV that do not appear in VOXP (3.0%).

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

StockWeight in CGCVWeight in VOXPDifference
MSFTMicrosoft Corp6.20%4.73%1.47%
AAPLApple, Inc3.07%6.96%3.89%
NVDANvidia Corp2.16%6.98%4.82%
GOOGLAlphabet Inc1.91%5.61%3.70%
AVGOBroadcom Inc4.04%2.01%2.03%
METAMeta Platforms Inc2.72%2.38%0.34%
LLYEli Lilly & Co.3.00%1.49%1.51%
PMPhilip Morris International Inc.3.41%0.42%2.99%
JPMJpmorgan Chase2.40%1.20%1.20%
CSCOCisco Systems Inc. - Ordinary Shares3.00%0.57%2.43%

92.8% of CGCV is already inside VOXP.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CGCVVOXP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CGCV or VOXP?

CGCV has an expense ratio of 0.33% while VOXP charges 0.30%. VOXP is the cheaper option, by $3 a year on a $10,000 investment.

What is the holdings overlap between CGCV and VOXP?

92.8% of CGCV's money is in holdings VOXP also owns. 46.2% of VOXP's is in holdings CGCV also owns. They hold 68 positions in common, counted across the 73 positions we hold weights for in CGCV and 507 in VOXP.

Which pays a higher dividend, CGCV or VOXP?

CGCV yields 1.59% while VOXP yields 0.73%, so CGCV currently pays the higher dividend yield.

Is VOXP better than CGCV?

VOXP has a lower expense ratio. VOXP led over 1Y. CGCV is less concentrated, with 33.0% of the fund in its ten largest positions against 38.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.