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PBUS vs CGSD
Invesco MSCI USA ETF vs Capital Group Short Duration Income ETF
Key differences
PBUS is an equity ETF, while CGSD is a fixed income ETF. PBUS charges 0.04% a year and CGSD 0.25%.
- PBUS is an equity fund, while CGSD is a fixed income fund. They carry different risk/return profiles.
- PBUS follows a index tracking strategy; CGSD uses active selection.
- PBUS costs 0.21% less per year.
- PBUS is much larger than CGSD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PBUS has delivered higher annualized returns.
- PBUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PBUS | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.25% |
| Fund size (AUM) | $11.4B | $2.3B |
| Since | 2017 | 2022 |
| Dividend yield | 0.98% | 4.46% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.6% | +4.0% |
| CAGR 3Y | +22.6% | +5.1% |
| CAGR 5Y | +13.1% | N/A |
| Sharpe 3Y | 1.19 | 0.76 |
| Volatility 1Y | 12.39% | 1.48% |
| Max drawdown | -33.15% | -1.75% |
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