Screener
PGF vs CGSD
Invesco Financial Preferred ETF vs Capital Group Short Duration Income ETF
Key differences
- CGSD costs 0.30% less per year.
- CGSD is significantly larger than PGF — larger funds tend to be more liquid and less likely to close.
- PGF is classified as equity, while CGSD is fixed income — different risk/return profiles.
- PGF follows a index tracking strategy; CGSD uses active selection.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PGF | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.25% |
| Fund size (AUM) | $719M | $2.2B |
| Since | 2006 | 2022 |
| Dividend yield | 6.24% | 4.48% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.6% | +4.6% |
| CAGR 3Y | +5.4% | +5.2% |
| CAGR 5Y | -0.5% | N/A |
| Sharpe 3Y | 0.24 | 0.80 |
| Volatility 1Y | 6.28% | 1.47% |
| Max drawdown | -28.92% | -1.75% |
Similar to PGF and CGSD
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