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FPFD vs CGCP

Fidelity Preferred Securities & Income ETF vs Capital Group Core Plus Income ETF

FPFD

Fidelity Preferred Securities & Income ETF

Annual cost

0.59%

Fund size

$83M

CGCP

Capital Group Core Plus Income ETF

Annual cost

0.34%

Fund size

$7.9B

Key differences

Both FPFD and CGCP are fixed income ETFs. FPFD charges 0.59% a year and CGCP 0.34%. The main difference: FPFD covers North America; CGCP covers global markets.

  • FPFD covers North America; CGCP covers global markets.
  • CGCP costs 0.25% less per year.
  • CGCP is much larger than FPFD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FPFD has delivered higher annualized returns.

Side-by-side comparison

FPFDCGCP
Annual cost (TER)0.59%0.34%
Fund size (AUM)$83M$7.9B
Since20212022
Dividend yield5.14%5.14%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+5.8%+5.5%
CAGR 3Y+7.5%+5.3%
CAGR 5YN/AN/A
Sharpe 3Y0.950.34
Volatility 1Y2.98%3.66%
Max drawdown-20.83%-15.07%

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

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