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PFLD vs CGSD

AAM Low Duration Preferred and Income Securities ETF vs Capital Group Short Duration Income ETF

PFLD

AAM Low Duration Preferred and Income Securities ETF

Annual cost

0.45%

Fund size

$426M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both PFLD and CGSD are fixed income ETFs. PFLD charges 0.45% a year and CGSD 0.25%. The main difference: PFLD follows a index tracking strategy; CGSD uses active selection.

  • PFLD follows a index tracking strategy; CGSD uses active selection.
  • CGSD costs 0.20% less per year.
  • CGSD is much larger than PFLD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PFLDCGSD
Annual cost (TER)0.45%0.25%
Fund size (AUM)$426M$2.3B
Since20192022
Dividend yield5.61%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.4%+4.1%
CAGR 3Y+5.0%+5.1%
CAGR 5Y+1.0%N/A
Sharpe 3Y0.270.74
Volatility 1Y3.38%1.47%
Max drawdown-33.20%-1.75%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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