FPFD vs CGGG

Comparison between FIDELITY PREFERRED SECURITIES & INCOME ETF (FPFD, ETF) and CAPITAL GROUP U.S. LARGE GROWTH ETF SHARE CLASS (CGGG, ETF).

FPFD vs CGGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPFD(ETF)	CGGG(ETF)
Net Assets	$81M	$81M
Expense Ratio	0.59%	0.39%
Max Drawdown	24.87%	17.80%
Sharpe Ratio	0.18	0.15
5Y Beta	0.12	1.40
P/E Ratio	N/A	40.71
Forward P/E	N/A	17.69
PEG Ratio	N/A	0.34
5Y Dividends CAGR	109.61%	N/A
5Y EPS CAGR	N/A	38.24%
Debt to Equity	N/A	7.53%
P/S Ratio	N/A	7.20
P/B Ratio	N/A	9.53

Net Assets

FPFD

$81M

Winner

CGGG

$81M

Expense Ratio

FPFD

0.59%

Winner

CGGG

0.39%

Max Drawdown

FPFD

24.87%

Winner

CGGG

17.80%

Sharpe Ratio

Winner

FPFD

0.18

CGGG

0.15

5Y Beta

Winner

FPFD

0.12

CGGG

1.40

P/E Ratio

FPFD

N/A

CGGG

40.71

Forward P/E

FPFD

N/A

CGGG

17.69

PEG Ratio

FPFD

N/A

CGGG

0.34

5Y Dividends CAGR

FPFD

109.61%

CGGG

N/A

5Y EPS CAGR

FPFD

N/A

CGGG

38.24%

Debt to Equity

FPFD

N/A

CGGG

7.53%

P/S Ratio

FPFD

N/A

CGGG

7.20

P/B Ratio

FPFD

N/A

CGGG

9.53

FPFD vs CGGG - Historical Returns

Returns include dividend reinvestment.

Period	FPFD	CGGG
1 month	+0.14%	-0.86%
3 months	-0.28%	-0.26%
6 months	-0.05%	+0.14%
1 year	+4.37%	+4.62%
5 years(CAGR)	+1.56%	N/A
Max(CAGR)	+1.74%	+9.05%

Winner

FPFD

+0.14%

CGGG

-0.86%

FPFD

-0.28%

Winner

CGGG

-0.26%

FPFD

-0.05%

Winner

CGGG

+0.14%

FPFD

+4.37%

Winner

CGGG

+4.62%

5Y(CAGR)

FPFD

+1.56%

CGGG

N/A

Max(CAGR)

FPFD

+1.74%

Winner

CGGG

+9.05%

FPFD vs CGGG - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	FPFD	CGGG
2026	+0.41%	-0.68%
2025	+5.80%	+10.45%
2024	+8.70%	N/A
2023	+10.43%	N/A
2022	-17.09%	N/A
2021	+1.89%	N/A

FPFD vs CGGG Drawdown Comparison

The maximum drawdown for FPFD was -20.83%, occurring on Oct 24, 2022. Recovery took 749 trading sessions.

The maximum drawdown for CGGG was -17.75%, occurring on Mar 30, 2026. Recovery took 145 trading sessions.

The current FPFD drawdown is -1.06%. The current CGGG drawdown is -4.56%.

Rank	FPFD	CGGG
#1	-20.83% Sep 17, 2021 - Sep 11, 2024	-17.75% Oct 29, 2025 - May 29, 2026
#2	-4.92% Oct 16, 2024 - Jul 1, 2025	-7.47% Jun 1, 2026 - Jun 10, 2026
#3	-2.75% Feb 20, 2026 - Mar 27, 2026	-3.80% Sep 22, 2025 - Oct 24, 2025
#4	-1.44% Oct 27, 2025 - Jan 9, 2026	-2.85% Aug 12, 2025 - Aug 28, 2025
#5	-1.06% Sep 19, 2025 - Oct 27, 2025	-2.34% Jul 31, 2025 - Aug 12, 2025
#6	-0.98% Sep 27, 2024 - Oct 16, 2024	-1.85% Aug 28, 2025 - Sep 8, 2025
#7	-0.73% Jul 10, 2025 - Jul 31, 2025	-1.16% Jun 30, 2025 - Jul 3, 2025
#8	-0.49% Aug 5, 2021 - Aug 30, 2021	-0.82% Sep 16, 2025 - Sep 18, 2025
#9	-0.37% Aug 22, 2025 - Sep 4, 2025	-0.75% Jul 28, 2025 - Jul 30, 2025
#10	-0.32% Jan 27, 2026 - Feb 10, 2026	-0.74% Jul 3, 2025 - Jul 9, 2025
#11	-0.32% Jan 16, 2026 - Jan 22, 2026	-0.35% Jul 21, 2025 - Jul 23, 2025
#12	-0.28% Jul 16, 2021 - Jul 30, 2021	-0.26% Jul 10, 2025 - Jul 14, 2025
#13	-0.18% Aug 5, 2025 - Aug 12, 2025	-0.11% Jul 17, 2025 - Jul 21, 2025
#14	-0.13% Sep 19, 2024 - Sep 27, 2024	-0.06% Sep 11, 2025 - Sep 15, 2025
#15	-0.12% Jul 8, 2021 - Jul 16, 2021	N/A