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APMU vs IG

ActivePassive Intermediate Municipal Bond ETF vs Principal Investment Grade Corporate ETF

APMU

ActivePassive Intermediate Municipal Bond ETF

Active Passive Funds

Annual cost

0.35%

Fund size

$224M

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.16% less per year.
  • Over the last 3 years, IG has delivered higher annualized returns.
  • IG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

APMUIG
Annual cost (TER)0.35%0.19%
Fund size (AUM)$224M$179M
Since20232018
Dividend yield2.64%5.06%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+3.9%+7.0%
CAGR 3Y+2.5%+5.1%
CAGR 5YN/A+0.2%
Sharpe 3Y-0.370.27
Volatility 1Y2.35%4.81%
Max drawdown-4.39%-23.17%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to APMU and IG