Screener
PGX vs CGSD
Invesco Preferred ETF vs Capital Group Short Duration Income ETF
Key differences
- CGSD costs 0.25% less per year.
- PGX follows a index tracking strategy; CGSD uses active selection.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PGX | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.25% |
| Fund size (AUM) | $3.9B | $2.2B |
| Since | 2008 | 2022 |
| Dividend yield | 6.16% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.9% | +4.6% |
| CAGR 3Y | +5.9% | +5.2% |
| CAGR 5Y | -0.4% | N/A |
| Sharpe 3Y | 0.29 | 0.80 |
| Volatility 1Y | 6.09% | 1.47% |
| Max drawdown | -34.10% | -1.75% |
Similar to PGX and CGSD
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