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CGCP vs YYY

Capital Group Core Plus Income ETF vs Amplify CEF High Income ETF

CGCP

Capital Group Core Plus Income ETF

Annual cost

0.34%

Fund size

$7.9B

YYY

Amplify CEF High Income ETF

Annual cost

3.23%

Fund size

$734M

Key differences

CGCP is a fixed income ETF, while YYY is an equity ETF. CGCP charges 0.34% a year and YYY 3.23%.

  • CGCP is a fixed income fund, while YYY is an equity fund. They carry different risk/return profiles.
  • CGCP follows a active selection strategy; YYY uses index tracking.
  • CGCP covers global markets; YYY covers North America.
  • CGCP costs 2.89% less per year.
  • CGCP is much larger than YYY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, YYY has delivered higher annualized returns.
  • YYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGCPYYY
Annual cost (TER)0.34%3.23%
Fund size (AUM)$7.9B$734M
Since20222012
Dividend yield5.14%12.49%
Asset classfixed incomeequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.1%+10.5%
CAGR 3Y+4.8%+12.4%
CAGR 5YN/A+2.9%
Sharpe 3Y0.250.83
Volatility 1Y3.67%8.67%
Max drawdown-15.07%-42.52%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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