Screener
DYFI vs IG
IDX Dynamic Fixed Income ETF vs Principal Investment Grade Corporate ETF
Key differences
Both DYFI and IG are fixed income ETFs. DYFI charges 1.13% a year and IG 0.19%. The main difference: IG costs 0.94% less per year.
- IG costs 0.94% less per year.
- IG is much larger than DYFI. Larger funds are usually more liquid and less likely to close.
- IG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DYFI | IG | |
|---|---|---|
| Annual cost (TER) | 1.13% | 0.19% |
| Fund size (AUM) | $56M | $180M |
| Since | 2024 | 2018 |
| Dividend yield | 4.61% | 5.04% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +3.8% | +5.8% |
| CAGR 3Y | N/A | +5.7% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | N/A | 0.34 |
| Volatility 1Y | 2.50% | 4.68% |
| Max drawdown | -4.54% | -23.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.