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PSET vs CGXU

Principal Quality ETF vs Capital Group International Focus Equity ETF

PSET

Principal Quality ETF

Annual cost

0.15%

Fund size

$29M

CGXU

Capital Group International Focus Equity ETF

Annual cost

0.54%

Fund size

$6.2B

Key differences

Both PSET and CGXU are equity ETFs. PSET charges 0.15% a year and CGXU 0.54%. The main difference: PSET covers North America; CGXU covers global markets excluding the US.

  • PSET covers North America; CGXU covers global markets excluding the US.
  • PSET costs 0.39% less per year.
  • CGXU is much larger than PSET. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CGXU has delivered higher annualized returns.
  • PSET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSETCGXU
Annual cost (TER)0.15%0.54%
Fund size (AUM)$29M$6.2B
Since20162022
Dividend yield0.62%4.50%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+4.1%+30.3%
CAGR 3Y+12.2%+15.6%
CAGR 5Y+8.5%N/A
Sharpe 3Y0.560.68
Volatility 1Y12.90%20.65%
Max drawdown-34.74%-25.64%

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

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