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NPFI vs CGSD

Nuveen Preferred And Income ETF vs Capital Group Short Duration Income ETF

NPFI

Nuveen Preferred And Income ETF

Annual cost

0.56%

Fund size

$154M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.2B

Key differences

  • CGSD costs 0.31% less per year.
  • CGSD is significantly larger than NPFI — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

NPFICGSD
Annual cost (TER)0.56%0.25%
Fund size (AUM)$154M$2.2B
Since20242022
Dividend yield6.37%4.48%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+8.2%+4.6%
CAGR 3YN/A+5.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.80
Volatility 1Y2.91%1.47%
Max drawdown-3.18%-1.75%

Similar to NPFI and CGSD