Skip to content
Beacon
Screener

CGSD vs PGX

Capital Group Short Duration Income ETF vs Invesco Preferred ETF

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.2B

PGX

Invesco Preferred ETF

Annual cost

0.50%

Fund size

$3.9B

Key differences

  • CGSD costs 0.25% less per year.
  • CGSD 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

CGSDPGX
Annual cost (TER)0.25%0.50%
Fund size (AUM)$2.2B$3.9B
Since20222008
Dividend yield4.48%6.16%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.6%+6.9%
CAGR 3Y+5.2%+5.9%
CAGR 5YN/A-0.4%
Sharpe 3Y0.800.29
Volatility 1Y1.47%6.09%
Max drawdown-1.75%-34.10%

Similar to CGSD and PGX