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Screener

FMKT vs IG

The Free Markets ETF vs Principal Investment Grade Corporate ETF

FMKT

The Free Markets ETF

Free Markets ETF

Annual cost

0.76%

Fund size

$15M

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.57% less per year.
  • IG is significantly larger than FMKT — larger funds tend to be more liquid and less likely to close.
  • FMKT is classified as equity, while IG is fixed income — different risk/return profiles.
  • IG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FMKTIG
Annual cost (TER)0.76%0.19%
Fund size (AUM)$15M$179M
Since20252018
Dividend yield5.06%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+7.2%
CAGR 3YN/A+5.5%
CAGR 5YN/A+0.4%
Sharpe 3YN/A0.32
Volatility 1Y4.81%
Max drawdown-17.79%-23.17%

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

Similar to FMKT and IG