Screener
CGSD vs PGF
Capital Group Short Duration Income ETF vs Invesco Financial Preferred ETF
Key differences
- CGSD costs 0.30% less per year.
- CGSD is significantly larger than PGF — larger funds tend to be more liquid and less likely to close.
- CGSD is classified as fixed income, while PGF is equity — different risk/return profiles.
- CGSD 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
| CGSD | PGF | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.55% |
| Fund size (AUM) | $2.2B | $719M |
| Since | 2022 | 2006 |
| Dividend yield | 4.48% | 6.24% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.6% | +5.6% |
| CAGR 3Y | +5.2% | +5.4% |
| CAGR 5Y | N/A | -0.5% |
| Sharpe 3Y | 0.80 | 0.24 |
| Volatility 1Y | 1.47% | 6.28% |
| Max drawdown | -1.75% | -28.92% |
Similar to CGSD and PGF
Explore further