CGSD vs PFFA
Comparison between CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF) and VIRTUS INFRACAP U.S. PREFERRED STOCK ETF (PFFA, ETF).
CGSD vs PFFA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGSD
$2.30B
Winner
PFFA
$2.40B
Expense Ratio
Winner
CGSD
0.25%
PFFA
2.11%
Max Drawdown
Winner
CGSD
2.93%
PFFA
70.73%
Sharpe Ratio
CGSD
0.14
Winner
PFFA
1.04
5Y Beta
Winner
CGSD
0.01
PFFA
0.33
5Y Dividends CAGR
CGSD
N/A
PFFA
0.44%
CGSD vs PFFA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGSD
+0.43%
PFFA
-1.46%
3M
CGSD
+1.00%
Winner
PFFA
+4.00%
6M
Winner
CGSD
+1.03%
PFFA
+0.70%
1Y
CGSD
+3.92%
Winner
PFFA
+9.56%
5Y(CAGR)
CGSD
N/A
PFFA
+5.84%
10Y(CAGR)
CGSD
N/A
PFFA
+7.32%
Max(CAGR)
CGSD
+5.15%
Winner
PFFA
+7.32%
CGSD vs PFFA - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | CGSD | PFFA |
|---|---|---|
| 2026 | +0.99% | +0.28% |
| 2025 | +6.15% | +7.63% |
| 2024 | +5.38% | +16.02% |
| 2023 | +4.94% | +24.23% |
| 2022 | +1.32% | -20.79% |
| 2021 | N/A | +24.31% |
| 2020 | N/A | -8.05% |
| 2019 | N/A | +29.98% |
| 2018 | N/A | -7.08% |
CGSD vs PFFA Drawdown Comparison
The maximum drawdown for CGSD was -1.75%, occurring on Jul 6, 2023. Recovery took 126 trading sessions.
The maximum drawdown for PFFA was -70.52%, occurring on Mar 18, 2020. Recovery took 281 trading sessions.
The current PFFA drawdown is -3.49%.
| Rank | CGSD | PFFA |
|---|---|---|
| #1 | -1.75% May 4, 2023 - Nov 2, 2023 | -70.52% Feb 18, 2020 - Mar 30, 2021 |
| #2 | -1.42% Feb 2, 2023 - Mar 13, 2023 | -22.67% Dec 31, 2021 - Dec 29, 2023 |
| #3 | -1.11% Feb 27, 2026 - May 29, 2026 | -16.49% Aug 31, 2018 - Mar 15, 2019 |
| #4 | -0.90% Feb 1, 2024 - Mar 21, 2024 | -12.16% Oct 16, 2024 - Aug 4, 2025 |
| #5 | -0.75% Sep 24, 2024 - Dec 4, 2024 | -6.47% Feb 19, 2026 - Apr 17, 2026 |
| #6 | -0.73% Apr 3, 2025 - Apr 28, 2025 | -4.96% Mar 27, 2024 - May 15, 2024 |
| #7 | -0.70% Apr 4, 2023 - May 3, 2023 | -3.59% Sep 19, 2025 - Jan 8, 2026 |
| #8 | -0.68% Mar 24, 2023 - Apr 4, 2023 | -3.49% May 8, 2026 - Jun 24, 2026 |
| #9 | -0.63% Mar 21, 2024 - May 3, 2024 | -3.17% Nov 5, 2021 - Dec 30, 2021 |
| #10 | -0.60% Oct 27, 2022 - Nov 10, 2022 | -2.68% May 7, 2021 - May 28, 2021 |
| #11 | -0.41% Mar 17, 2023 - Mar 22, 2023 | -2.29% Aug 1, 2024 - Aug 13, 2024 |
| #12 | -0.39% May 15, 2024 - Jun 3, 2024 | -2.09% Oct 24, 2019 - Dec 18, 2019 |
| #13 | -0.39% Jan 12, 2024 - Jan 31, 2024 | -1.95% Feb 1, 2024 - Feb 23, 2024 |
| #14 | -0.36% Mar 13, 2023 - Mar 15, 2023 | -1.93% Sep 2, 2021 - Oct 14, 2021 |
| #15 | -0.35% Dec 6, 2024 - Dec 30, 2024 | -1.58% May 17, 2024 - May 31, 2024 |
Correlation
Correlation between CGSD and PFFA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2018 - 2026)
CGSD vs PFFA dividend yield comparison.
| Year | CGSD | PFFA |
|---|---|---|
| 2026 | 1.73% | 4.99% |
| 2025 | 4.48% | 9.47% |
| 2024 | 4.57% | 9.18% |
| 2023 | 4.43% | 9.56% |
| 2022 | 0.64% | 10.75% |
| 2021 | 0.00% | 7.64% |
| 2020 | 0.00% | 8.54% |
| 2019 | 0.00% | 10.02% |
| 2018 | 0.00% | 5.15% |
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