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CGCP vs PGX

Capital Group Core Plus Income ETF vs Invesco Preferred ETF

CGCP

Capital Group Core Plus Income ETF

Annual cost

0.34%

Fund size

$7.6B

PGX

Invesco Preferred ETF

Annual cost

0.50%

Fund size

$3.9B

Key differences

  • CGCP costs 0.16% less per year.
  • CGCP covers global markets; PGX covers north america.
  • CGCP follows a active selection strategy; PGX uses index tracking.
  • PGX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGCPPGX
Annual cost (TER)0.34%0.50%
Fund size (AUM)$7.6B$3.9B
Since20222008
Dividend yield5.14%6.16%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.5%+6.9%
CAGR 3Y+5.2%+5.9%
CAGR 5YN/A-0.4%
Sharpe 3Y0.330.29
Volatility 1Y3.72%6.09%
Max drawdown-15.07%-34.10%

Similar to CGCP and PGX