SCHX vs. CGCV ETF Comparison

Comparison of Schwab U.S. Large-Cap ETF (SCHX) to Capital Group Conservative Equity ETF (CGCV)
SCHX

Schwab U.S. Large-Cap ETF

SCHX Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap portion of the Dow Jones U.S. Total Stock Market IndexSM actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

Grade (RS Rating)

Last Trade

$23.65

Average Daily Volume

7,807,373

Number of Holdings *

735

* may have additional holdings in another (foreign) market
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

$27.61

Average Daily Volume

64,802

Number of Holdings *

89

* may have additional holdings in another (foreign) market
Performance
Period SCHX CGCV
30 Days 3.68% 0.78%
60 Days 5.29% 1.51%
90 Days 7.05% 3.88%
12 Months 33.73%
86 Overlapping Holdings
Symbol Grade Weight in SCHX Weight in CGCV Overlap
AAPL C 6.43% 4.21% 4.21%
ABBV D 0.56% 3.99% 0.56%
ABT B 0.37% 1.79% 0.37%
ACN C 0.42% 1.8% 0.42%
ADI D 0.2% 0.59% 0.2%
ADP B 0.23% 0.71% 0.23%
AMGN D 0.29% 0.83% 0.29%
APD A 0.13% 0.56% 0.13%
APH A 0.16% 0.38% 0.16%
AVGO D 1.47% 1.98% 1.47%
BLK C 0.27% 0.55% 0.27%
BMY B 0.22% 0.62% 0.22%
BX A 0.24% 0.47% 0.24%
CARR D 0.12% 1.23% 0.12%
CB C 0.2% 1.0% 0.2%
CEG D 0.13% 1.29% 0.13%
CMCSA B 0.31% 0.62% 0.31%
CNP B 0.04% 0.65% 0.04%
COF B 0.13% 0.79% 0.13%
COP C 0.24% 0.83% 0.24%
CRM B 0.6% 0.65% 0.6%
CVS D 0.13% 0.46% 0.13%
DHI D 0.09% 0.48% 0.09%
DHR F 0.29% 0.41% 0.29%
DLR B 0.1% 0.43% 0.1%
DTE C 0.05% 1.2% 0.05%
EFX F 0.06% 0.31% 0.06%
EIX B 0.06% 0.44% 0.06%
EOG A 0.14% 0.48% 0.14%
EWBC A 0.03% 0.35% 0.03%
EXR D 0.06% 0.45% 0.06%
FDX B 0.12% 0.5% 0.12%
FIS C 0.09% 1.31% 0.09%
GD F 0.14% 0.54% 0.14%
GE D 0.36% 2.69% 0.36%
GEHC F 0.07% 0.38% 0.07%
GILD C 0.21% 1.42% 0.21%
GIS D 0.07% 0.87% 0.07%
HAS D 0.02% 0.52% 0.02%
HD A 0.75% 1.84% 0.75%
HON B 0.28% 0.74% 0.28%
HSY F 0.05% 0.66% 0.05%
INTC D 0.2% 0.25% 0.2%
IP B 0.04% 0.82% 0.04%
ITW B 0.14% 0.39% 0.14%
JPM A 1.27% 2.39% 1.27%
KLAC D 0.16% 0.51% 0.16%
LIN D 0.4% 1.81% 0.4%
LLY F 1.15% 1.07% 1.07%
MA C 0.8% 0.48% 0.48%
MCD D 0.4% 0.64% 0.4%
MDLZ F 0.16% 1.29% 0.16%
MDT D 0.2% 0.74% 0.2%
META D 2.34% 1.8% 1.8%
MMC B 0.2% 1.05% 0.2%
MS A 0.31% 0.99% 0.31%
MSFT F 5.88% 5.78% 5.78%
NOC D 0.13% 0.57% 0.13%
ORCL B 0.55% 0.66% 0.55%
PAYX C 0.09% 0.98% 0.09%
PEG A 0.08% 0.41% 0.08%
PEP F 0.42% 0.53% 0.42%
PFG D 0.03% 0.37% 0.03%
PG A 0.73% 0.46% 0.46%
PGR A 0.28% 0.53% 0.28%
PM B 0.37% 1.22% 0.37%
PNC B 0.15% 1.19% 0.15%
PNW B 0.02% 0.49% 0.02%
PSA D 0.1% 0.5% 0.1%
RTX C 0.29% 3.75% 0.29%
SBUX A 0.21% 0.6% 0.21%
SO D 0.18% 0.64% 0.18%
SPGI C 0.3% 0.91% 0.3%
SRE A 0.11% 1.25% 0.11%
STT A 0.05% 0.37% 0.05%
STZ D 0.07% 0.98% 0.07%
SWK D 0.02% 0.26% 0.02%
TFC A 0.11% 0.89% 0.11%
TMO F 0.38% 0.48% 0.38%
TXN C 0.35% 1.58% 0.35%
UNH C 1.01% 2.5% 1.01%
UNP C 0.27% 1.84% 0.27%
V A 0.95% 0.96% 0.95%
WELL A 0.14% 0.85% 0.14%
WFC A 0.46% 0.88% 0.46%
XOM B 0.99% 1.7% 0.99%
SCHX Overweight 649 Positions Relative to CGCV
Symbol Grade Weight
NVDA C 6.69%
AMZN C 3.66%
GOOGL C 1.91%
TSLA B 1.6%
BRK.A B 1.59%
GOOG C 1.58%
COST B 0.76%
JNJ D 0.68%
WMT A 0.68%
NFLX A 0.67%
BAC A 0.57%
CVX A 0.51%
MRK F 0.46%
KO D 0.45%
ADBE C 0.44%
CSCO B 0.43%
AMD F 0.42%
NOW A 0.4%
DIS B 0.37%
IBM C 0.36%
INTU C 0.36%
CAT B 0.35%
ISRG A 0.35%
QCOM F 0.34%
GS A 0.34%
VZ C 0.32%
BKNG A 0.31%
T A 0.3%
AXP A 0.3%
AMAT F 0.29%
LOW D 0.29%
NEE D 0.29%
UBER D 0.28%
ETN A 0.27%
PFE D 0.27%
TJX A 0.25%
PANW C 0.24%
BSX B 0.24%
C A 0.24%
SYK C 0.24%
VRTX F 0.23%
TMUS B 0.22%
SCHW B 0.22%
PLTR B 0.22%
FI A 0.22%
LMT D 0.21%
PLD D 0.2%
MU D 0.2%
BA F 0.19%
DE A 0.19%
KKR A 0.19%
MO A 0.18%
UPS C 0.18%
LRCX F 0.18%
ANET C 0.18%
GEV B 0.17%
PH A 0.17%
ICE C 0.17%
SHW A 0.17%
CI F 0.17%
NKE D 0.17%
AMT D 0.17%
TT A 0.17%
ELV F 0.17%
SNPS B 0.16%
EQIX A 0.16%
DUK C 0.16%
PYPL B 0.16%
MRVL B 0.15%
USB A 0.15%
ZTS D 0.15%
MCK B 0.15%
CRWD B 0.15%
CME A 0.15%
WM A 0.15%
AON A 0.15%
CMG B 0.15%
MSI B 0.15%
CDNS B 0.15%
REGN F 0.15%
EMR A 0.14%
APO B 0.14%
CTAS B 0.14%
CL D 0.14%
MCO B 0.14%
WMB A 0.13%
CSX B 0.13%
TGT F 0.13%
ORLY B 0.13%
TDG D 0.13%
MMM D 0.13%
FCX D 0.12%
ECL D 0.12%
OKE A 0.12%
HCA F 0.12%
AJG B 0.12%
GM B 0.12%
BDX F 0.12%
MAR B 0.12%
ADSK A 0.12%
JCI C 0.11%
FICO B 0.11%
NXPI D 0.11%
BK A 0.11%
MSTR C 0.11%
DASH A 0.11%
WDAY B 0.11%
TRV B 0.11%
ABNB C 0.11%
NSC B 0.11%
FTNT C 0.11%
PCAR B 0.11%
ROP B 0.11%
APP B 0.11%
HLT A 0.11%
SLB C 0.11%
KMI A 0.1%
ALL A 0.1%
GWW B 0.1%
MPC D 0.1%
AZO C 0.1%
PSX C 0.1%
SPG B 0.1%
RCL A 0.1%
AMP A 0.1%
AFL B 0.1%
TTD B 0.1%
URI B 0.1%
COIN C 0.1%
SQ B 0.09%
HWM A 0.09%
NEM D 0.09%
FAST B 0.09%
LHX C 0.09%
D C 0.09%
ROST C 0.09%
FLUT A 0.09%
VST B 0.09%
MSCI C 0.09%
LNG B 0.09%
PWR A 0.09%
MET A 0.09%
AIG B 0.09%
O D 0.09%
AEP D 0.09%
CMI A 0.09%
CPRT A 0.09%
VRSK A 0.08%
DDOG A 0.08%
IT C 0.08%
IR B 0.08%
DAL C 0.08%
TRGP B 0.08%
ODFL B 0.08%
COR B 0.08%
RSG A 0.08%
BKR B 0.08%
LEN D 0.08%
SNOW C 0.08%
F C 0.08%
AXON A 0.08%
DFS B 0.08%
KMB D 0.08%
CCI D 0.08%
PRU A 0.08%
AME A 0.08%
VLO C 0.08%
PCG A 0.08%
KVUE A 0.08%
VRT B 0.08%
MCHP D 0.07%
IQV D 0.07%
HUBS A 0.07%
HPQ B 0.07%
MTB A 0.07%
MLM B 0.07%
GLW B 0.07%
SYY B 0.07%
VMC B 0.07%
ACGL D 0.07%
KDP D 0.07%
LULU C 0.07%
A D 0.07%
EXC C 0.07%
CHTR C 0.07%
XEL A 0.07%
YUM B 0.07%
DELL C 0.07%
KR B 0.07%
MNST C 0.07%
EA A 0.07%
CTVA C 0.07%
CBRE B 0.07%
EW C 0.07%
OTIS C 0.07%
TEAM A 0.07%
CTSH B 0.07%
HES B 0.07%
RJF A 0.06%
ANSS B 0.06%
TSCO D 0.06%
DXCM D 0.06%
UAL A 0.06%
EBAY D 0.06%
WEC A 0.06%
CSGP D 0.06%
CNC D 0.06%
ARES A 0.06%
DOW F 0.06%
ETR B 0.06%
WTW B 0.06%
FITB A 0.06%
NDAQ A 0.06%
AVB B 0.06%
GRMN B 0.06%
ROK B 0.06%
VICI C 0.06%
ED D 0.06%
ALNY D 0.06%
IRM D 0.06%
HUM C 0.06%
FANG D 0.06%
HIG B 0.06%
RMD C 0.06%
OXY D 0.06%
VEEV C 0.06%
WAB B 0.06%
DD D 0.06%
NUE C 0.06%
IDXX F 0.06%
NTAP C 0.05%
CCL B 0.05%
PPL B 0.05%
DVN F 0.05%
WST C 0.05%
SW A 0.05%
EQR B 0.05%
ADM D 0.05%
VLTO D 0.05%
EQT B 0.05%
HBAN A 0.05%
CPAY A 0.05%
SYF B 0.05%
AWK D 0.05%
FCNCA A 0.05%
TPL A 0.05%
BRO B 0.05%
GDDY A 0.05%
VTR C 0.05%
TYL B 0.05%
MTD D 0.05%
CHD B 0.05%
FTV C 0.05%
TROW B 0.05%
HAL C 0.05%
BR A 0.05%
KEYS A 0.05%
DECK A 0.05%
PHM D 0.05%
HEI B 0.05%
CVNA B 0.05%
RBLX C 0.05%
HPE B 0.05%
DOV A 0.05%
NET B 0.05%
MPWR F 0.05%
KHC F 0.05%
NVR D 0.05%
ON D 0.05%
PPG F 0.05%
XYL D 0.05%
GPN B 0.05%
CAH B 0.05%
TTWO A 0.05%
SNA A 0.04%
NRG B 0.04%
INVH D 0.04%
TRU D 0.04%
LUV C 0.04%
IBKR A 0.04%
ZS C 0.04%
ESS B 0.04%
STLD B 0.04%
LII A 0.04%
DKNG B 0.04%
DRI B 0.04%
LH C 0.04%
BAH F 0.04%
CMS C 0.04%
LYV A 0.04%
ZBRA B 0.04%
CLX B 0.04%
STX D 0.04%
OMC C 0.04%
WDC D 0.04%
CSL C 0.04%
CBOE B 0.04%
FSLR F 0.04%
CFG B 0.04%
FE C 0.04%
PKG A 0.04%
BLDR D 0.04%
NTRS A 0.04%
MDB C 0.04%
LYB F 0.04%
K A 0.04%
ZM B 0.04%
STE F 0.04%
ES D 0.04%
WBD C 0.04%
MKL A 0.04%
ZBH C 0.04%
WAT B 0.04%
TDY B 0.04%
ATO A 0.04%
WY D 0.04%
ILMN D 0.04%
LDOS C 0.04%
HOOD B 0.04%
EXPE B 0.04%
IFF D 0.04%
PTC A 0.04%
EME C 0.04%
CINF A 0.04%
SBAC D 0.04%
LPLA A 0.04%
HUBB B 0.04%
AEE A 0.04%
BIIB F 0.04%
CDW F 0.04%
RF A 0.04%
CW B 0.03%
POOL C 0.03%
NDSN B 0.03%
ROL B 0.03%
EPAM C 0.03%
FFIV B 0.03%
RVTY F 0.03%
SFM A 0.03%
APTV D 0.03%
SOFI A 0.03%
AVTR F 0.03%
SAIA B 0.03%
EVRG A 0.03%
ACM A 0.03%
JBL B 0.03%
SUI D 0.03%
NWSA B 0.03%
AMCR D 0.03%
JBHT C 0.03%
FLEX A 0.03%
CASY A 0.03%
DOC D 0.03%
GGG B 0.03%
EL F 0.03%
L A 0.03%
TW A 0.03%
Z A 0.03%
RGA A 0.03%
DPZ C 0.03%
VTRS A 0.03%
LNT A 0.03%
ENTG D 0.03%
PSTG D 0.03%
EQH B 0.03%
COHR B 0.03%
ALGN D 0.03%
VRSN F 0.03%
CF B 0.03%
FIX A 0.03%
THC D 0.03%
TWLO A 0.03%
FNF B 0.03%
SSNC B 0.03%
TOL B 0.03%
EG C 0.03%
DT C 0.03%
AVY D 0.03%
GWRE A 0.03%
USFD A 0.03%
TXT D 0.03%
NI A 0.03%
MRO B 0.03%
GEN B 0.03%
BAX D 0.03%
TOST B 0.03%
DOCU A 0.03%
FOXA B 0.03%
KIM A 0.03%
WSM B 0.03%
ARE D 0.03%
BURL A 0.03%
DG F 0.03%
EXPD D 0.03%
OC A 0.03%
MANH D 0.03%
RBA A 0.03%
UTHR C 0.03%
LVS C 0.03%
RS B 0.03%
MAS D 0.03%
GPC D 0.03%
TRMB B 0.03%
IEX B 0.03%
XPO B 0.03%
TER D 0.03%
NTNX A 0.03%
RPM A 0.03%
DGX A 0.03%
J F 0.03%
PNR A 0.03%
KEY B 0.03%
PINS D 0.03%
MOH F 0.03%
WRB A 0.03%
BBY D 0.03%
HOLX D 0.03%
ULTA F 0.03%
WSO A 0.03%
PODD C 0.03%
TSN B 0.03%
MAA B 0.03%
BALL D 0.03%
FDS B 0.03%
NTRA B 0.03%
MKC D 0.03%
CTRA B 0.03%
RRC B 0.02%
ONTO D 0.02%
LNW D 0.02%
MOS F 0.02%
EGP F 0.02%
CRBG B 0.02%
HSIC B 0.02%
CBSH A 0.02%
TTC D 0.02%
CZR F 0.02%
APA D 0.02%
OGE B 0.02%
CHE D 0.02%
ENPH F 0.02%
MEDP D 0.02%
FRT B 0.02%
CPB D 0.02%
MGM D 0.02%
AOS F 0.02%
APG B 0.02%
HRL D 0.02%
ZION B 0.02%
WYNN D 0.02%
PCTY B 0.02%
SNX C 0.02%
ORI A 0.02%
CFR B 0.02%
KNX B 0.02%
AR B 0.02%
TFX F 0.02%
SMCI F 0.02%
AXTA A 0.02%
RGLD C 0.02%
DCI B 0.02%
PEN B 0.02%
REXR F 0.02%
MORN B 0.02%
FBIN D 0.02%
WMS D 0.02%
ROKU D 0.02%
AAL B 0.02%
CNH C 0.02%
WCC B 0.02%
CMA A 0.02%
SOLV C 0.02%
EXAS D 0.02%
PR B 0.02%
WTRG B 0.02%
WING D 0.02%
TPX B 0.02%
GL B 0.02%
RPRX D 0.02%
ALLY C 0.02%
AES F 0.02%
MKTX D 0.02%
MUSA A 0.02%
LAD A 0.02%
WAL B 0.02%
CIEN B 0.02%
LKQ D 0.02%
EHC B 0.02%
ERIE D 0.02%
ARMK B 0.02%
OHI C 0.02%
AYI B 0.02%
WBS A 0.02%
CRL C 0.02%
AFG A 0.02%
CHDN B 0.02%
SRPT D 0.02%
WWD B 0.02%
KNSL B 0.02%
AA B 0.02%
GME C 0.02%
CTLT B 0.02%
CCK C 0.02%
CG A 0.02%
CUBE D 0.02%
FHN A 0.02%
BLD D 0.02%
TTEK F 0.02%
PAYC B 0.02%
TAP C 0.02%
IPG D 0.02%
CACI D 0.02%
FND C 0.02%
AIZ A 0.02%
LAMR D 0.02%
GNRC B 0.02%
SNAP C 0.02%
TECH D 0.02%
BJ A 0.02%
ATR B 0.02%
BXP D 0.02%
LW C 0.02%
DKS C 0.02%
LBRDK C 0.02%
RRX B 0.02%
LECO B 0.02%
EMN D 0.02%
OWL A 0.02%
AMH D 0.02%
OVV B 0.02%
NCLH B 0.02%
SJM D 0.02%
JEF A 0.02%
UHS D 0.02%
ALB C 0.02%
REG B 0.02%
WPC D 0.02%
INSM C 0.02%
KMX B 0.02%
DAY B 0.02%
FTI A 0.02%
HST C 0.02%
SCI B 0.02%
ALLE D 0.02%
OKTA C 0.02%
UNM A 0.02%
INCY C 0.02%
NBIX C 0.02%
NVT B 0.02%
BG F 0.02%
JLL D 0.02%
ITT A 0.02%
BMRN D 0.02%
JNPR F 0.02%
JKHY D 0.02%
CLH B 0.02%
CPT B 0.02%
CHRW C 0.02%
CAG D 0.02%
DLTR F 0.02%
TXRH C 0.02%
GLPI C 0.02%
TPR B 0.02%
UDR B 0.02%
SWKS F 0.02%
PFGC B 0.02%
MRNA F 0.02%
ELS C 0.02%
RNR C 0.02%
AKAM D 0.02%
COTY F 0.01%
PAG B 0.01%
WLK D 0.01%
CELH F 0.01%
PSN D 0.01%
ST F 0.01%
POST C 0.01%
ROIV C 0.01%
LEA D 0.01%
U C 0.01%
CLF F 0.01%
PATH C 0.01%
COLD D 0.01%
AGCO D 0.01%
BRKR D 0.01%
ETSY D 0.01%
SIRI C 0.01%
ARW D 0.01%
STWD C 0.01%
QRVO F 0.01%
WBA F 0.01%
NOV C 0.01%
WSC D 0.01%
DAR C 0.01%
BEN C 0.01%
VFC C 0.01%
BIO D 0.01%
DINO D 0.01%
MTN C 0.01%
ELAN D 0.01%
FMC D 0.01%
CGNX C 0.01%
PARA C 0.01%
BBWI D 0.01%
LSCC D 0.01%
GNTX C 0.01%
UHAL D 0.01%
MASI A 0.01%
DVA B 0.01%
COKE C 0.01%
ALV C 0.01%
G B 0.01%
OLED D 0.01%
MHK D 0.01%
RGEN D 0.01%
AGNC D 0.01%
BSY D 0.01%
MIDD C 0.01%
RIVN F 0.01%
WEX D 0.01%
HII D 0.01%
BERY B 0.01%
ESTC C 0.01%
PCOR B 0.01%
JAZZ B 0.01%
NNN D 0.01%
WH B 0.01%
TREX C 0.01%
ACI C 0.01%
BWA D 0.01%
RHI B 0.01%
TKO B 0.01%
IVZ B 0.01%
VOYA B 0.01%
KBR F 0.01%
SEIC B 0.01%
MTCH D 0.01%
CHRD D 0.01%
CE F 0.01%
CNM D 0.01%
CNA B 0.0%
REYN D 0.0%
UI A 0.0%
PPC C 0.0%
RCM F 0.0%
LCID F 0.0%
AGR B 0.0%
BOKF B 0.0%
ADTN A 0.0%
SCHX Underweight 3 Positions Relative to CGCV
Symbol Grade Weight
AZN D -0.83%
TSM B -0.74%
BTI B -0.61%
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