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PPI vs CGCP

Astoria Real Asset ETF vs Capital Group Core Plus Income ETF

PPI

Astoria Real Asset ETF

AXS

Annual cost

0.58%

Fund size

$159M

CGCP

Capital Group Core Plus Income ETF

Capital Group

Annual cost

0.34%

Fund size

$7.6B

Key differences

  • CGCP costs 0.24% less per year.
  • CGCP is significantly larger than PPI — larger funds tend to be more liquid and less likely to close.
  • PPI is classified as alternative, while CGCP is fixed income — different risk/return profiles.
  • PPI covers north america markets; CGCP covers global.
  • Over the last 3 years, PPI has delivered higher annualized returns.

Side-by-side comparison

PPICGCP
Annual cost (TER)0.58%0.34%
Fund size (AUM)$159M$7.6B
Since20212022
Dividend yield1.00%5.14%
Asset classalternativefixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+42.7%+6.6%
CAGR 3Y+22.7%+5.1%
CAGR 5YN/AN/A
Sharpe 3Y1.110.29
Volatility 1Y15.78%3.74%
Max drawdown-24.54%-15.07%

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

Similar to PPI and CGCP