CGCV vs. SFY ETF Comparison
Comparison of Capital Group Conservative Equity ETF (CGCV) to SoFi Select 500 ETF (SFY)
CGCV
Capital Group Conservative Equity ETF
CGCV Description
The fund seeks to invest primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable. Under normal market conditions, the fund will invest at least 80% of its net assets in common stocks and other equity-type securities. The fund invests primarily in the United States and Canada. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$27.71
Average Daily Volume
65,151
Number of Holdings
*
89
* may have additional holdings in another (foreign) market
SFY
SoFi Select 500 ETF
SFY Description
The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US 500 Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index follows a rules-based methodology that tracks the performance of 500 of the largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.Grade (RS Rating)
Last Trade
$110.80
Average Daily Volume
38,531
Number of Holdings
*
495
* may have additional holdings in another (foreign) market
Performance
| Period | CGCV | SFY |
|---|---|---|
| 30 Days | 1.88% | 3.59% |
| 60 Days | 2.06% | 6.44% |
| 90 Days | 4.07% | 8.95% |
| 12 Months | 38.58% |
83 Overlapping Holdings
| Symbol | Grade | Weight in CGCV | Weight in SFY | Overlap | |
|---|---|---|---|---|---|
| AAPL | B | 4.21% | 4.2% | 4.2% | |
| ABBV | D | 3.99% | 0.53% | 0.53% | |
| ABT | B | 1.79% | 0.27% | 0.27% | |
| ACN | B | 1.8% | 0.29% | 0.29% | |
| ADI | D | 0.59% | 0.1% | 0.1% | |
| ADP | B | 0.71% | 0.16% | 0.16% | |
| AMGN | D | 0.83% | 0.36% | 0.36% | |
| APD | A | 0.56% | 0.08% | 0.08% | |
| APH | B | 0.38% | 0.13% | 0.13% | |
| AVGO | D | 1.98% | 2.8% | 1.98% | |
| BLK | C | 0.55% | 0.23% | 0.23% | |
| BMY | B | 0.62% | 0.16% | 0.16% | |
| BX | B | 0.47% | 0.28% | 0.28% | |
| CARR | C | 1.23% | 0.1% | 0.1% | |
| CB | D | 1.0% | 0.21% | 0.21% | |
| CEG | D | 1.29% | 0.13% | 0.13% | |
| CMCSA | C | 0.62% | 0.25% | 0.25% | |
| CNP | A | 0.65% | 0.02% | 0.02% | |
| COF | B | 0.79% | 0.11% | 0.11% | |
| COP | D | 0.83% | 0.11% | 0.11% | |
| CRM | B | 0.65% | 0.8% | 0.65% | |
| CVS | D | 0.46% | 0.14% | 0.14% | |
| DHI | D | 0.48% | 0.07% | 0.07% | |
| DHR | D | 0.41% | 0.13% | 0.13% | |
| DLR | A | 0.43% | 0.1% | 0.1% | |
| DTE | C | 1.2% | 0.02% | 0.02% | |
| EFX | D | 0.31% | 0.04% | 0.04% | |
| EIX | A | 0.44% | 0.04% | 0.04% | |
| EOG | C | 0.48% | 0.08% | 0.08% | |
| EXR | C | 0.45% | 0.11% | 0.11% | |
| FDX | B | 0.5% | 0.07% | 0.07% | |
| FIS | D | 1.31% | 0.09% | 0.09% | |
| GD | F | 0.54% | 0.1% | 0.1% | |
| GE | D | 2.69% | 0.16% | 0.16% | |
| GEHC | F | 0.38% | 0.05% | 0.05% | |
| GILD | B | 1.42% | 0.37% | 0.37% | |
| GIS | D | 0.87% | 0.04% | 0.04% | |
| HD | A | 1.84% | 0.44% | 0.44% | |
| HON | B | 0.74% | 0.21% | 0.21% | |
| HSY | F | 0.66% | 0.03% | 0.03% | |
| INTC | C | 0.25% | 0.31% | 0.25% | |
| IP | B | 0.82% | 0.02% | 0.02% | |
| ITW | A | 0.39% | 0.09% | 0.09% | |
| JPM | B | 2.39% | 1.55% | 1.55% | |
| KLAC | F | 0.51% | 0.09% | 0.09% | |
| LIN | D | 1.81% | 0.27% | 0.27% | |
| LLY | F | 1.07% | 2.06% | 1.07% | |
| MA | B | 0.48% | 0.67% | 0.48% | |
| MCD | D | 0.64% | 0.28% | 0.28% | |
| MDLZ | F | 1.29% | 0.11% | 0.11% | |
| MDT | D | 0.74% | 0.16% | 0.16% | |
| META | D | 1.8% | 3.02% | 1.8% | |
| MMC | A | 1.05% | 0.17% | 0.17% | |
| MS | B | 0.99% | 0.34% | 0.34% | |
| MSFT | D | 5.78% | 5.38% | 5.38% | |
| NOC | D | 0.57% | 0.1% | 0.1% | |
| ORCL | C | 0.66% | 0.48% | 0.48% | |
| PAYX | B | 0.98% | 0.06% | 0.06% | |
| PEG | A | 0.41% | 0.05% | 0.05% | |
| PEP | F | 0.53% | 0.28% | 0.28% | |
| PFG | C | 0.37% | 0.02% | 0.02% | |
| PG | A | 0.46% | 0.51% | 0.46% | |
| PGR | A | 0.53% | 0.5% | 0.5% | |
| PM | B | 1.22% | 0.32% | 0.32% | |
| PNC | A | 1.19% | 0.13% | 0.13% | |
| PSA | C | 0.5% | 0.06% | 0.06% | |
| RTX | D | 3.75% | 0.38% | 0.38% | |
| SBUX | B | 0.6% | 0.14% | 0.14% | |
| SO | D | 0.64% | 0.12% | 0.12% | |
| SPGI | C | 0.91% | 0.31% | 0.31% | |
| SRE | A | 1.25% | 0.05% | 0.05% | |
| STT | A | 0.37% | 0.06% | 0.06% | |
| STZ | D | 0.98% | 0.05% | 0.05% | |
| SWK | D | 0.26% | 0.02% | 0.02% | |
| TFC | B | 0.89% | 0.06% | 0.06% | |
| TMO | F | 0.48% | 0.24% | 0.24% | |
| TXN | D | 1.58% | 0.16% | 0.16% | |
| UNH | B | 2.5% | 0.89% | 0.89% | |
| UNP | C | 1.84% | 0.16% | 0.16% | |
| V | A | 0.96% | 0.73% | 0.73% | |
| WELL | C | 0.85% | 0.29% | 0.29% | |
| WFC | A | 0.88% | 0.33% | 0.33% | |
| XOM | C | 1.7% | 0.54% | 0.54% |
CGCV Underweight 412 Positions Relative to SFY
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -17.18% | |
| AMZN | C | -4.53% | |
| GOOGL | C | -1.72% | |
| AMD | F | -1.44% | |
| TSLA | B | -0.96% | |
| BRK.A | B | -0.81% | |
| MRK | F | -0.77% | |
| NFLX | B | -0.74% | |
| UBER | D | -0.7% | |
| MU | D | -0.66% | |
| BAC | A | -0.61% | |
| NOW | B | -0.56% | |
| COST | B | -0.55% | |
| WMT | B | -0.53% | |
| PLTR | B | -0.53% | |
| IBM | C | -0.52% | |
| PANW | C | -0.44% | |
| JNJ | D | -0.43% | |
| GS | B | -0.43% | |
| CRWD | B | -0.42% | |
| KKR | B | -0.41% | |
| VRTX | D | -0.4% | |
| APP | B | -0.39% | |
| DIS | B | -0.39% | |
| ISRG | C | -0.38% | |
| ADBE | C | -0.37% | |
| BSX | C | -0.35% | |
| KO | D | -0.34% | |
| T | A | -0.34% | |
| GEV | C | -0.33% | |
| INTU | C | -0.33% | |
| PFE | D | -0.32% | |
| AXP | A | -0.28% | |
| C | A | -0.26% | |
| CVX | B | -0.26% | |
| RCL | B | -0.25% | |
| WDAY | C | -0.25% | |
| CSCO | A | -0.25% | |
| BKNG | B | -0.25% | |
| COIN | B | -0.25% | |
| CAT | B | -0.24% | |
| ETN | A | -0.23% | |
| NEM | F | -0.22% | |
| VZ | B | -0.22% | |
| FI | A | -0.21% | |
| NEE | D | -0.21% | |
| SQ | B | -0.21% | |
| SYK | C | -0.2% | |
| QCOM | F | -0.2% | |
| TJX | A | -0.19% | |
| ANET | C | -0.18% | |
| DDOG | A | -0.18% | |
| ICE | D | -0.18% | |
| AMT | D | -0.18% | |
| LMT | D | -0.17% | |
| DASH | A | -0.17% | |
| AMAT | F | -0.17% | |
| CI | D | -0.17% | |
| MMM | D | -0.17% | |
| APO | A | -0.17% | |
| HUBS | B | -0.16% | |
| TMUS | A | -0.16% | |
| TDG | D | -0.16% | |
| MCO | A | -0.16% | |
| BK | A | -0.16% | |
| CMG | B | -0.15% | |
| SCHW | A | -0.15% | |
| TTD | B | -0.15% | |
| TT | B | -0.15% | |
| LOW | C | -0.15% | |
| AJG | A | -0.15% | |
| CME | A | -0.14% | |
| VRT | B | -0.14% | |
| BA | D | -0.14% | |
| USB | A | -0.14% | |
| SNPS | B | -0.14% | |
| AON | A | -0.13% | |
| MSI | C | -0.13% | |
| PYPL | A | -0.13% | |
| EQIX | A | -0.13% | |
| PLD | D | -0.13% | |
| AXON | B | -0.13% | |
| ALL | B | -0.13% | |
| CL | D | -0.13% | |
| ALNY | D | -0.12% | |
| WM | A | -0.12% | |
| TEAM | B | -0.12% | |
| DUK | C | -0.12% | |
| BDX | F | -0.12% | |
| REGN | F | -0.12% | |
| CDNS | B | -0.12% | |
| ADSK | B | -0.12% | |
| PH | A | -0.12% | |
| ELV | F | -0.12% | |
| TRV | B | -0.12% | |
| ZTS | D | -0.12% | |
| O | D | -0.12% | |
| LHX | C | -0.11% | |
| SLB | C | -0.11% | |
| SNOW | C | -0.11% | |
| CTAS | B | -0.11% | |
| FCX | F | -0.11% | |
| MCK | C | -0.11% | |
| NET | B | -0.11% | |
| HLT | A | -0.1% | |
| ZS | C | -0.1% | |
| NKE | F | -0.1% | |
| ACGL | D | -0.1% | |
| EMR | A | -0.1% | |
| ORLY | B | -0.1% | |
| DE | B | -0.1% | |
| UPS | C | -0.1% | |
| MRVL | B | -0.1% | |
| XYL | D | -0.1% | |
| ROP | B | -0.1% | |
| AMP | B | -0.1% | |
| ABNB | C | -0.1% | |
| SHW | A | -0.1% | |
| HCA | F | -0.1% | |
| LVS | C | -0.1% | |
| MO | A | -0.1% | |
| BKR | C | -0.09% | |
| MAR | A | -0.09% | |
| PSTG | D | -0.09% | |
| LRCX | F | -0.09% | |
| FICO | B | -0.09% | |
| URI | B | -0.09% | |
| PWR | A | -0.09% | |
| HWM | B | -0.09% | |
| FTNT | C | -0.09% | |
| ECL | D | -0.09% | |
| FCNCA | B | -0.08% | |
| CAH | B | -0.08% | |
| WMB | B | -0.08% | |
| MET | A | -0.08% | |
| PRU | A | -0.08% | |
| GM | B | -0.08% | |
| OKE | C | -0.08% | |
| DFS | B | -0.08% | |
| SPG | C | -0.08% | |
| WDC | C | -0.08% | |
| SMCI | D | -0.08% | |
| FSLR | F | -0.08% | |
| GWW | A | -0.07% | |
| EXC | D | -0.07% | |
| CBRE | B | -0.07% | |
| DXCM | C | -0.07% | |
| NTRS | A | -0.07% | |
| CPRT | A | -0.07% | |
| F | C | -0.07% | |
| TGT | F | -0.07% | |
| FLUT | A | -0.07% | |
| LUV | B | -0.07% | |
| ES | D | -0.07% | |
| BAX | F | -0.07% | |
| VST | B | -0.07% | |
| IR | A | -0.07% | |
| GLW | B | -0.07% | |
| NSC | A | -0.07% | |
| JCI | C | -0.07% | |
| AFL | B | -0.07% | |
| PCG | B | -0.07% | |
| AZO | C | -0.07% | |
| ROST | C | -0.07% | |
| COR | C | -0.07% | |
| CSX | B | -0.07% | |
| CCL | B | -0.07% | |
| MSTR | C | -0.07% | |
| GDDY | B | -0.07% | |
| DD | D | -0.07% | |
| DKNG | C | -0.07% | |
| PODD | B | -0.07% | |
| PCAR | B | -0.07% | |
| MSCI | C | -0.07% | |
| EW | C | -0.06% | |
| VICI | C | -0.06% | |
| KR | A | -0.06% | |
| MTB | B | -0.06% | |
| KMB | C | -0.06% | |
| VEEV | B | -0.06% | |
| CTVA | B | -0.06% | |
| FAST | B | -0.06% | |
| DELL | C | -0.06% | |
| DAL | B | -0.06% | |
| KMI | B | -0.06% | |
| TSN | B | -0.06% | |
| SYF | A | -0.06% | |
| WAB | B | -0.06% | |
| NDAQ | A | -0.06% | |
| DOCU | A | -0.06% | |
| HES | C | -0.06% | |
| KVUE | A | -0.06% | |
| STE | F | -0.06% | |
| AEP | D | -0.06% | |
| PSX | C | -0.06% | |
| RSG | A | -0.06% | |
| CMI | A | -0.06% | |
| STX | D | -0.06% | |
| TRU | D | -0.06% | |
| ZM | B | -0.06% | |
| CTSH | B | -0.05% | |
| D | C | -0.05% | |
| SYY | C | -0.05% | |
| YUM | B | -0.05% | |
| OKTA | C | -0.05% | |
| AIG | B | -0.05% | |
| LYV | A | -0.05% | |
| ANSS | B | -0.05% | |
| WTW | B | -0.05% | |
| EBAY | C | -0.05% | |
| PINS | F | -0.05% | |
| DECK | A | -0.05% | |
| VRSK | A | -0.05% | |
| MLM | B | -0.05% | |
| IQV | F | -0.05% | |
| HUM | C | -0.05% | |
| CINF | A | -0.05% | |
| IT | C | -0.05% | |
| TRGP | B | -0.05% | |
| MPC | F | -0.05% | |
| OTIS | C | -0.05% | |
| RMD | C | -0.05% | |
| IDXX | F | -0.05% | |
| LEN | C | -0.05% | |
| FANG | F | -0.05% | |
| EA | C | -0.05% | |
| MDB | C | -0.05% | |
| KDP | D | -0.05% | |
| HIG | B | -0.05% | |
| IRM | C | -0.05% | |
| FITB | B | -0.05% | |
| GPN | C | -0.05% | |
| AME | A | -0.05% | |
| MNST | B | -0.05% | |
| ARES | B | -0.05% | |
| SW | B | -0.04% | |
| MANH | C | -0.04% | |
| BAH | F | -0.04% | |
| EXPE | B | -0.04% | |
| PPG | D | -0.04% | |
| ROK | B | -0.04% | |
| INCY | C | -0.04% | |
| HUBB | B | -0.04% | |
| ED | D | -0.04% | |
| HPE | B | -0.04% | |
| AWK | D | -0.04% | |
| CHTR | C | -0.04% | |
| VLO | C | -0.04% | |
| DOW | F | -0.04% | |
| A | D | -0.04% | |
| CPAY | A | -0.04% | |
| AVB | B | -0.04% | |
| LPLA | B | -0.04% | |
| PTC | A | -0.04% | |
| TYL | A | -0.04% | |
| ZBH | C | -0.04% | |
| XEL | A | -0.04% | |
| BR | A | -0.04% | |
| CLX | C | -0.04% | |
| HPQ | B | -0.04% | |
| GRMN | A | -0.04% | |
| ODFL | B | -0.04% | |
| ARE | D | -0.04% | |
| FTV | B | -0.04% | |
| CNC | F | -0.04% | |
| BRO | B | -0.04% | |
| VTRS | B | -0.04% | |
| CSGP | C | -0.04% | |
| HBAN | B | -0.04% | |
| UAL | B | -0.04% | |
| VMC | B | -0.04% | |
| CHD | B | -0.04% | |
| RJF | A | -0.04% | |
| FE | D | -0.04% | |
| MPWR | F | -0.04% | |
| EME | B | -0.04% | |
| SJM | D | -0.04% | |
| RBLX | C | -0.04% | |
| CCI | D | -0.04% | |
| AES | F | -0.03% | |
| RPRX | D | -0.03% | |
| ADM | F | -0.03% | |
| ROL | B | -0.03% | |
| MKC | D | -0.03% | |
| OMC | C | -0.03% | |
| LYB | F | -0.03% | |
| ALGN | D | -0.03% | |
| CBOE | B | -0.03% | |
| MTD | F | -0.03% | |
| ERIE | D | -0.03% | |
| SSNC | A | -0.03% | |
| CFG | B | -0.03% | |
| MCHP | F | -0.03% | |
| NVR | D | -0.03% | |
| AEE | A | -0.03% | |
| TDY | B | -0.03% | |
| DRI | B | -0.03% | |
| LII | A | -0.03% | |
| IFF | D | -0.03% | |
| NRG | C | -0.03% | |
| CDW | F | -0.03% | |
| NUE | D | -0.03% | |
| MKL | A | -0.03% | |
| ON | C | -0.03% | |
| ENTG | D | -0.03% | |
| BURL | B | -0.03% | |
| TWLO | B | -0.03% | |
| NTAP | C | -0.03% | |
| WRB | A | -0.03% | |
| MOH | F | -0.03% | |
| TTWO | B | -0.03% | |
| KHC | D | -0.03% | |
| PPL | B | -0.03% | |
| ETR | B | -0.03% | |
| DOV | A | -0.03% | |
| RF | B | -0.03% | |
| EG | C | -0.03% | |
| PHM | C | -0.03% | |
| ILMN | C | -0.03% | |
| KEYS | B | -0.03% | |
| SBAC | D | -0.03% | |
| VLTO | C | -0.03% | |
| INVH | D | -0.03% | |
| TROW | A | -0.03% | |
| CVNA | B | -0.03% | |
| VTR | D | -0.03% | |
| OXY | F | -0.03% | |
| LNG | B | -0.03% | |
| TSCO | C | -0.03% | |
| HAL | C | -0.03% | |
| WEC | A | -0.03% | |
| EQR | B | -0.03% | |
| LDOS | D | -0.03% | |
| BMRN | F | -0.03% | |
| UDR | B | -0.02% | |
| CSL | B | -0.02% | |
| JBHT | C | -0.02% | |
| DPZ | C | -0.02% | |
| RVTY | D | -0.02% | |
| EVRG | A | -0.02% | |
| HST | C | -0.02% | |
| CTRA | B | -0.02% | |
| CAG | D | -0.02% | |
| ZBRA | A | -0.02% | |
| AVY | D | -0.02% | |
| MRO | B | -0.02% | |
| NI | A | -0.02% | |
| EPAM | C | -0.02% | |
| DLTR | D | -0.02% | |
| JKHY | D | -0.02% | |
| RS | B | -0.02% | |
| LNT | A | -0.02% | |
| BLDR | C | -0.02% | |
| DGX | B | -0.02% | |
| DOC | C | -0.02% | |
| ULTA | F | -0.02% | |
| IEX | B | -0.02% | |
| MAS | C | -0.02% | |
| HOLX | D | -0.02% | |
| BALL | D | -0.02% | |
| STLD | B | -0.02% | |
| GPC | D | -0.02% | |
| DG | F | -0.02% | |
| OC | B | -0.02% | |
| PNR | B | -0.02% | |
| AKAM | F | -0.02% | |
| WY | D | -0.02% | |
| BBY | D | -0.02% | |
| EXAS | F | -0.02% | |
| VRSN | F | -0.02% | |
| CMS | C | -0.02% | |
| RPM | A | -0.02% | |
| EQT | B | -0.02% | |
| WBD | C | -0.02% | |
| EL | F | -0.02% | |
| ESS | B | -0.02% | |
| DVN | F | -0.02% | |
| ATO | A | -0.02% | |
| WSO | A | -0.02% | |
| MAA | B | -0.02% | |
| KIM | A | -0.02% | |
| LH | B | -0.02% | |
| WAT | B | -0.02% | |
| TER | F | -0.02% | |
| PKG | B | -0.02% | |
| WSM | B | -0.02% | |
| WST | C | -0.02% | |
| GEN | A | -0.02% | |
| TXT | D | -0.02% | |
| SUI | D | -0.02% | |
| K | A | -0.02% | |
| J | F | -0.02% | |
| KEY | A | -0.02% | |
| BIIB | F | -0.02% | |
| SNA | A | -0.02% | |
| FDS | B | -0.02% | |
| ENPH | F | -0.01% | |
| MRNA | F | -0.01% | |
| ALB | C | -0.01% | |
| CE | F | -0.01% | |
| TFX | F | -0.01% | |
| KMX | B | -0.01% | |
| EMN | D | -0.01% | |
| CF | B | -0.01% | |
| BG | F | -0.01% | |
| SOLV | C | -0.01% | |
| LW | C | -0.01% | |
| EXPD | C | -0.01% | |
| SNAP | C | -0.01% | |
| WPC | D | -0.01% | |
| SWKS | F | -0.01% | |
| SCCO | F | -0.0% |
CGCV: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Semiconductors
Business Services
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
Credit Services
Banks - Regional - US
Capital Markets
Confectioners
Diagnostics & Research
Diversified Industrials
Health Care Plans
Insurance - Property & Casualty
Medical Devices
Oil & Gas E&P
REIT - Industrial
Restaurants
Software - Infrastructure
SFY: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Utilities - Regulated Electric
Business Services
Diagnostics & Research
Semiconductors
Asset Management
Banks - Regional - US
Specialty Retail
Capital Markets
Drug Manufacturers - Major
Oil & Gas E&P
Aerospace & Defense
Medical Devices
Medical Instruments & Supplies
Software - Infrastructure
Specialty Chemicals
Biotechnology
Credit Services
Health Care Plans
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