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FSIG vs IG

First Trust Limited Duration Investment Grade Corporate ETF vs Principal Investment Grade Corporate ETF

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.25% less per year.
  • FSIG is significantly larger than IG — larger funds tend to be more liquid and less likely to close.
  • FSIG follows a index tracking strategy; IG uses active selection.

Side-by-side comparison

FSIGIG
Annual cost (TER)0.44%0.19%
Fund size (AUM)$1.5B$179M
Since20212018
Dividend yield4.60%5.06%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+4.7%+7.2%
CAGR 3Y+5.2%+5.5%
CAGR 5YN/A+0.4%
Sharpe 3Y0.570.32
Volatility 1Y2.28%4.81%
Max drawdown-6.89%-23.17%

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

Similar to FSIG and IG