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PGF vs CGCP

Invesco Financial Preferred ETF vs Capital Group Core Plus Income ETF

PGF

Invesco Financial Preferred ETF

Annual cost

0.55%

Fund size

$719M

CGCP

Capital Group Core Plus Income ETF

Annual cost

0.34%

Fund size

$7.6B

Key differences

  • CGCP costs 0.21% less per year.
  • CGCP is significantly larger than PGF — larger funds tend to be more liquid and less likely to close.
  • PGF is classified as equity, while CGCP is fixed income — different risk/return profiles.
  • PGF covers north america markets; CGCP covers global.
  • PGF follows a index tracking strategy; CGCP uses active selection.
  • PGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PGFCGCP
Annual cost (TER)0.55%0.34%
Fund size (AUM)$719M$7.6B
Since20062022
Dividend yield6.24%5.14%
Asset classequityfixed income
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+5.6%+6.5%
CAGR 3Y+5.4%+5.2%
CAGR 5Y-0.5%N/A
Sharpe 3Y0.240.33
Volatility 1Y6.28%3.72%
Max drawdown-28.92%-15.07%

Similar to PGF and CGCP