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CGCB vs PFIG

Capital Group Core Bond ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF

CGCB

Capital Group Core Bond ETF

Capital Group

Annual cost

0.27%

Fund size

$4.8B

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Invesco

Annual cost

0.22%

Fund size

$113M

Key differences

  • PFIG costs 0.05% less per year.
  • CGCB is significantly larger than PFIG — larger funds tend to be more liquid and less likely to close.
  • CGCB follows a active selection strategy; PFIG uses index tracking.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGCBPFIG
Annual cost (TER)0.27%0.22%
Fund size (AUM)$4.8B$113M
Since20232011
Dividend yield4.23%4.37%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.6%+5.5%
CAGR 3YN/A+5.0%
CAGR 5YN/A+1.4%
Sharpe 3YN/A0.35
Volatility 1Y3.99%3.10%
Max drawdown-5.16%-15.73%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGCB and PFIG