Skip to content
Beacon
Screener

PFIG vs CGSM

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

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Invesco

Annual cost

0.22%

Fund size

$113M

CGSM

Capital Group Short Duration Municipal Income ETF

Capital Group

Annual cost

0.25%

Fund size

$1.1B

Key differences

  • CGSM is significantly larger than PFIG — larger funds tend to be more liquid and less likely to close.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFIGCGSM
Annual cost (TER)0.22%0.25%
Fund size (AUM)$113M$1.1B
Since20112023
Dividend yield4.37%3.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+4.5%
CAGR 3Y+5.0%N/A
CAGR 5Y+1.4%N/A
Sharpe 3Y0.35N/A
Volatility 1Y3.10%1.33%
Max drawdown-15.73%-1.42%

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

Similar to PFIG and CGSM