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DFCF vs IG

Dimensional Core Fixed Income ETF vs Principal Investment Grade Corporate ETF

DFCF

Dimensional Core Fixed Income ETF

Dimensional Fund Advisors

Annual cost

0.17%

Fund size

$10.1B

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • DFCF is significantly larger than IG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

DFCFIG
Annual cost (TER)0.17%0.19%
Fund size (AUM)$10.1B$179M
Since20212018
Dividend yield4.43%5.06%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+6.6%+7.0%
CAGR 3Y+4.5%+5.1%
CAGR 5YN/A+0.2%
Sharpe 3Y0.190.27
Volatility 1Y4.04%4.81%
Max drawdown-19.56%-23.17%

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

Similar to DFCF and IG