CGCV vs SELV

CGCVACapital Group Conservative Equity ETF

SELVASEI QiM US Large Cap Low Volatility Active ETF

In short

CGCV Capital Group's stock pickers took on a three-part job in one equity fund: current income, capital growth, and preservation of principal. Roughly 100 US names, actively chosen, priced under most defensive-equity rivals.

SELV Active low-volatility large cap at index-fund pricing. SEI scores Russell 1000 names on volatility, momentum, quality and value, then holds roughly 90 of them, aiming for a smoother ride than the broad U.S. large-cap market.

Stated mandate

CGCV The fund seeks to balance current income, capital growth, and preservation of principal.

SELV The Fund seeks long-term capital appreciation while targeting lower volatility than the broad U.S. large-cap equity market.

Why people hold it

• CGCV Charges 0.33% a year against a 0.47% median for its defensive US equity group, which is unusual for an actively run fund rather than an index tracker.
• The mandate is spelled out in the prospectus, not implied by a label: balance current income, capital growth, and preservation of principal.
• About 100 US stocks, picked by managers rather than pulled from an index, with cash paid out quarterly.
• Already a multi-billion-dollar fund that trades smoothly for its age, and one of the stronger builds in a small low-volatility peer group.

• SELV 0.15% a year, well under the typical low-vol competitor, and the cheapest of the top-graded funds in its group (CGCV 0.33%, LOWV 0.39%).
• Not a one-trick screen. The model blends low volatility with momentum, quality and value, so cheap and improving names can make the cut, not just the sleepiest ones.
• Roughly 90 stocks against a Russell 1000 reference: genuinely active positioning, not a closet index wearing a defensive label.
• Rates as one of the stronger implementations in a small defensive-equity peer group, largely on price discipline.

Worth knowing

• CGCV Preservation of principal is a stated goal, not a floor. This is a stock fund, and it can fall when the market does.
• It launched in 2024, so there is only a short stretch of live data behind any read on how it handles rough markets.
• Cheaper defensive shelf-mates exist: SELV runs at 0.15% and TOAK at 0.25%, though both take different routes to lower volatility.

• SELV Thinly traded. Spreads can run wider than the household-name low-vol funds, and bigger orders take patience.
• Lower volatility is the target, not a floor. The fund still owns stocks and can fall with the market, and defensive tilts tend to trail in fast, speculative rallies.
• Launched in 2022, so the live record is short and the asset base stays modest next to the category's giants.

Full CGCV profile⁠

Full SELV profile⁠