CGSD vs PKW
Comparison between CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
CGSD vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGSD
$2.30B
PKW
$2.30B
Expense Ratio
Winner
CGSD
0.25%
PKW
0.62%
Max Drawdown
Winner
CGSD
2.93%
PKW
55.28%
Sharpe Ratio
CGSD
-0.28
Winner
PKW
1.20
5Y Beta
Winner
CGSD
0.01
PKW
0.82
P/E Ratio
CGSD
N/A
PKW
17.52
Forward P/E
CGSD
N/A
PKW
12.61
5Y Dividends CAGR
CGSD
N/A
PKW
4.77%
5Y EPS CAGR
CGSD
N/A
PKW
16.02%
P/S Ratio
CGSD
N/A
PKW
1.39
P/B Ratio
CGSD
N/A
PKW
2.42
CGSD vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
CGSD
+0.36%
Winner
PKW
+4.15%
3M
CGSD
+0.62%
Winner
PKW
+8.92%
6M
CGSD
+0.78%
Winner
PKW
+7.31%
1Y
CGSD
+3.42%
Winner
PKW
+20.69%
5Y(CAGR)
CGSD
N/A
PKW
+11.17%
10Y(CAGR)
CGSD
N/A
PKW
+13.49%
Max(CAGR)
CGSD
+5.09%
Winner
PKW
+10.71%
CGSD vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CGSD | PKW |
|---|---|---|
| 2026 | +1.38% | +10.51% |
| 2025 | +6.15% | +17.82% |
| 2024 | +5.38% | +16.80% |
| 2023 | +4.94% | +17.54% |
| 2022 | +1.32% | -10.32% |
| 2021 | N/A | +34.49% |
| 2020 | N/A | +7.44% |
| 2019 | N/A | +33.50% |
| 2018 | N/A | -11.24% |
| 2017 | N/A | +17.10% |
| 2016 | N/A | +14.54% |
| 2015 | N/A | -4.08% |
| 2014 | N/A | +13.67% |
| 2013 | N/A | +42.23% |
| 2012 | N/A | +12.86% |
| 2011 | N/A | +8.67% |
| 2010 | N/A | +16.47% |
| 2009 | N/A | +29.66% |
| 2008 | N/A | -32.24% |
| 2007 | N/A | -1.83% |
| 2006 | N/A | -0.20% |
CGSD vs PKW Drawdown Comparison
The maximum drawdown for CGSD was -1.75%, occurring on Jul 6, 2023. Recovery took 126 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current CGSD drawdown is -0.04%. The current PKW drawdown is -0.33%.
| Rank | CGSD | PKW |
|---|---|---|
| #1 | -1.75% May 4, 2023 - Nov 2, 2023 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -1.42% Feb 2, 2023 - Mar 13, 2023 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -1.11% Feb 27, 2026 - May 29, 2026 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -0.90% Feb 1, 2024 - Mar 21, 2024 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -0.75% Sep 24, 2024 - Dec 4, 2024 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -0.73% Apr 3, 2025 - Apr 28, 2025 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -0.70% Apr 4, 2023 - May 3, 2023 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -0.68% Mar 24, 2023 - Apr 4, 2023 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -0.63% Mar 21, 2024 - May 3, 2024 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -0.60% Oct 27, 2022 - Nov 10, 2022 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -0.41% Mar 17, 2023 - Mar 22, 2023 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -0.39% May 15, 2024 - Jun 3, 2024 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -0.39% Jan 12, 2024 - Jan 31, 2024 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -0.36% Mar 13, 2023 - Mar 15, 2023 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -0.35% Dec 6, 2024 - Dec 30, 2024 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between CGSD and PKW is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2007 - 2026)
CGSD vs PKW dividend yield comparison.
| Year | CGSD | PKW |
|---|---|---|
| 2026 | 2.51% | 0.32% |
| 2025 | 4.48% | 0.99% |
| 2024 | 4.57% | 0.86% |
| 2023 | 4.43% | 1.17% |
| 2022 | 0.64% | 1.22% |
| 2021 | 0.00% | 0.72% |
| 2020 | 0.00% | 1.48% |
| 2019 | 0.00% | 1.30% |
| 2018 | 0.00% | 1.30% |
| 2017 | 0.00% | 0.65% |
| 2016 | 0.00% | 1.59% |
| 2015 | 0.00% | 1.14% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.62% |
| 2012 | 0.00% | 1.25% |
| 2011 | 0.00% | 0.85% |
| 2010 | 0.00% | 0.30% |
| 2009 | 0.00% | 1.29% |
| 2008 | 0.00% | 1.58% |
| 2007 | 0.00% | 0.27% |
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