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PFIG vs CGSD

Invesco Fundamental Investment Grade Corporate Bond ETF vs Capital Group Short Duration Income ETF

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Invesco

Annual cost

0.22%

Fund size

$113M

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

Key differences

  • CGSD is significantly larger than PFIG — larger funds tend to be more liquid and less likely to close.
  • PFIG follows a index tracking strategy; CGSD uses active selection.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFIGCGSD
Annual cost (TER)0.22%0.25%
Fund size (AUM)$113M$2.2B
Since20112022
Dividend yield4.37%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.5%+4.4%
CAGR 3Y+5.0%+5.0%
CAGR 5Y+1.4%N/A
Sharpe 3Y0.350.70
Volatility 1Y3.10%1.46%
Max drawdown-15.73%-1.75%

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

Similar to PFIG and CGSD