PHO vs CGSD
Comparison between INVESCO WATER RESOURCES ETF (PHO, ETF) and CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF).
PHO vs CGSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PHO
$2.10B
Winner
CGSD
$2.20B
Expense Ratio
PHO
0.59%
Winner
CGSD
0.25%
Max Drawdown
PHO
55.80%
Winner
CGSD
2.93%
Sharpe Ratio
PHO
-0.09
Winner
CGSD
0.60
5Y Beta
PHO
0.75
Winner
CGSD
0.01
P/E Ratio
PHO
25.22
CGSD
N/A
Forward P/E
PHO
19.47
CGSD
N/A
PEG Ratio
PHO
1.12
CGSD
N/A
5Y Dividends CAGR
PHO
18.44%
CGSD
N/A
5Y EPS CAGR
PHO
14.32%
CGSD
N/A
Debt to Equity
PHO
45.92%
CGSD
N/A
P/S Ratio
PHO
2.55
CGSD
N/A
P/B Ratio
PHO
3.61
CGSD
N/A
PHO vs CGSD - Historical Returns
Returns include dividend reinvestment.
1M
PHO
-3.37%
Winner
CGSD
+0.23%
3M
PHO
-8.55%
Winner
CGSD
+0.16%
6M
PHO
-7.19%
Winner
CGSD
+1.46%
1Y
PHO
-1.18%
Winner
CGSD
+4.87%
5Y(CAGR)
PHO
+5.40%
CGSD
N/A
10Y(CAGR)
PHO
+11.90%
CGSD
N/A
Max(CAGR)
Winner
PHO
+8.04%
CGSD
+5.26%
PHO vs CGSD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PHO | CGSD |
|---|---|---|
| 2026 | -5.20% | +0.75% |
| 2025 | +8.35% | +6.15% |
| 2024 | +9.45% | +5.38% |
| 2023 | +18.88% | +4.94% |
| 2022 | -13.39% | +1.32% |
| 2021 | +33.29% | N/A |
| 2020 | +20.69% | N/A |
| 2019 | +38.21% | N/A |
| 2018 | -6.42% | N/A |
| 2017 | +22.55% | N/A |
| 2016 | +15.29% | N/A |
| 2015 | -15.22% | N/A |
| 2014 | +0.50% | N/A |
| 2013 | +23.97% | N/A |
| 2012 | +21.89% | N/A |
| 2011 | -11.75% | N/A |
| 2010 | +10.95% | N/A |
| 2009 | +13.91% | N/A |
| 2008 | -31.50% | N/A |
| 2007 | +17.56% | N/A |
| 2006 | +20.64% | N/A |
| 2005 | -1.72% | N/A |
PHO vs CGSD Drawdown Comparison
The maximum drawdown for PHO was -55.62%, occurring on Mar 9, 2009. Recovery took 1170 trading sessions.
The maximum drawdown for CGSD was -1.75%, occurring on Jul 6, 2023. Recovery took 126 trading sessions.
The current PHO drawdown is -9.85%. The current CGSD drawdown is -0.13%.
| Rank | PHO | CGSD |
|---|---|---|
| #1 | -55.62% Jun 5, 2008 - Jan 29, 2013 | -1.75% May 4, 2023 - Nov 2, 2023 |
| #2 | -34.92% Feb 14, 2020 - Oct 7, 2020 | -1.42% Feb 2, 2023 - Mar 13, 2023 |
| #3 | -29.70% Jun 20, 2014 - Apr 25, 2017 | -1.11% Feb 27, 2026 - Mar 26, 2026 |
| #4 | -28.60% Dec 31, 2021 - Dec 19, 2023 | -0.90% Feb 1, 2024 - Mar 21, 2024 |
| #5 | -19.38% Oct 10, 2007 - May 30, 2008 | -0.75% Sep 24, 2024 - Dec 4, 2024 |
| #6 | -19.19% Dec 3, 2024 - Aug 12, 2025 | -0.73% Apr 3, 2025 - Apr 28, 2025 |
| #7 | -18.31% May 9, 2006 - Jan 31, 2007 | -0.70% Apr 4, 2023 - May 3, 2023 |
| #8 | -17.89% Sep 20, 2018 - Feb 13, 2019 | -0.68% Mar 24, 2023 - Apr 4, 2023 |
| #9 | -11.98% Oct 21, 2025 - Mar 27, 2026 | -0.63% Mar 21, 2024 - May 3, 2024 |
| #10 | -10.10% Jul 19, 2007 - Sep 19, 2007 | -0.60% Oct 27, 2022 - Nov 10, 2022 |
| #11 | -9.51% Jan 26, 2018 - Aug 6, 2018 | -0.41% Mar 17, 2023 - Mar 22, 2023 |
| #12 | -8.59% May 21, 2013 - Jul 15, 2013 | -0.39% May 15, 2024 - Jun 3, 2024 |
| #13 | -8.20% Sep 2, 2021 - Nov 12, 2021 | -0.39% Jan 12, 2024 - Jan 31, 2024 |
| #14 | -7.90% Feb 23, 2007 - Apr 20, 2007 | -0.36% Mar 13, 2023 - Mar 15, 2023 |
| #15 | -7.80% Mar 20, 2013 - May 17, 2013 | -0.35% Dec 6, 2024 - Dec 30, 2024 |
Correlation
Correlation between PHO and CGSD is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2005 - 2026)
PHO vs CGSD dividend yield comparison.
| Year | PHO | CGSD |
|---|---|---|
| 2026 | 0.16% | 1.37% |
| 2025 | 0.54% | 4.48% |
| 2024 | 0.45% | 4.57% |
| 2023 | 0.59% | 4.43% |
| 2022 | 0.49% | 0.64% |
| 2021 | 0.20% | 0.00% |
| 2020 | 0.39% | 0.00% |
| 2019 | 0.43% | 0.00% |
| 2018 | 0.46% | 0.00% |
| 2017 | 0.34% | 0.00% |
| 2016 | 0.47% | 0.00% |
| 2015 | 0.75% | 0.00% |
| 2014 | 0.59% | 0.00% |
| 2013 | 0.49% | 0.00% |
| 2012 | 0.87% | 0.00% |
| 2011 | 0.64% | 0.00% |
| 2010 | 0.54% | 0.00% |
| 2009 | 0.69% | 0.00% |
| 2008 | 0.55% | 0.00% |
| 2007 | 0.40% | 0.00% |
| 2006 | 0.82% | 0.00% |
| 2005 | 0.22% | 0.00% |
Select Stocks to Compare
Popular: PHO vs SPYCGSD vs SPY
More Comparisons
Compare with similar stocks