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CVSM vs IG

CresAlta Small and Mid-Cap ETF vs Principal Investment Grade Corporate ETF

CVSM

CresAlta Small and Mid-Cap ETF

Annual cost

Fund size

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • CVSM is classified as equity, while IG is fixed income — different risk/return profiles.

Side-by-side comparison

CVSMIG
Annual cost (TER)0.19%
Fund size (AUM)$179M
Since2018
Dividend yield5.06%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+7.0%
CAGR 3YN/A+5.1%
CAGR 5YN/A+0.2%
Sharpe 3YN/A0.27
Volatility 1Y4.81%
Max drawdown-23.17%

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

Similar to CVSM and IG