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PFIG vs CGCP

Invesco Fundamental Investment Grade Corporate Bond ETF vs Capital Group Core Plus Income ETF

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Invesco

Annual cost

0.22%

Fund size

$113M

CGCP

Capital Group Core Plus Income ETF

Capital Group

Annual cost

0.34%

Fund size

$7.6B

Key differences

  • PFIG costs 0.12% less per year.
  • CGCP is significantly larger than PFIG — larger funds tend to be more liquid and less likely to close.
  • PFIG covers north america markets; CGCP covers global.
  • PFIG follows a index tracking strategy; CGCP uses active selection.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFIGCGCP
Annual cost (TER)0.22%0.34%
Fund size (AUM)$113M$7.6B
Since20112022
Dividend yield4.37%5.14%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+5.5%+6.6%
CAGR 3Y+5.0%+5.1%
CAGR 5Y+1.4%N/A
Sharpe 3Y0.350.29
Volatility 1Y3.10%3.74%
Max drawdown-15.73%-15.07%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PFIG and CGCP