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CGCP vs PGF

Capital Group Core Plus Income ETF vs Invesco Financial Preferred ETF

CGCP

Capital Group Core Plus Income ETF

Annual cost

0.34%

Fund size

$7.6B

PGF

Invesco Financial Preferred ETF

Annual cost

0.55%

Fund size

$719M

Key differences

  • CGCP costs 0.21% less per year.
  • CGCP is significantly larger than PGF — larger funds tend to be more liquid and less likely to close.
  • CGCP is classified as fixed income, while PGF is equity — different risk/return profiles.
  • CGCP covers global markets; PGF covers north america.
  • CGCP follows a active selection strategy; PGF uses index tracking.
  • PGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGCPPGF
Annual cost (TER)0.34%0.55%
Fund size (AUM)$7.6B$719M
Since20222006
Dividend yield5.14%6.24%
Asset classfixed incomeequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.5%+5.6%
CAGR 3Y+5.2%+5.4%
CAGR 5YN/A-0.5%
Sharpe 3Y0.330.24
Volatility 1Y3.72%6.28%
Max drawdown-15.07%-28.92%

Similar to CGCP and PGF