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FTCB vs IG

First Trust Core Investment Grade ETF vs Principal Investment Grade Corporate ETF

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.37% less per year.
  • FTCB is significantly larger than IG — larger funds tend to be 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

FTCBIG
Annual cost (TER)0.56%0.19%
Fund size (AUM)$2.4B$179M
Since20232018
Dividend yield4.85%5.06%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+6.7%+7.2%
CAGR 3YN/A+5.5%
CAGR 5YN/A+0.4%
Sharpe 3YN/A0.32
Volatility 1Y4.11%4.81%
Max drawdown-4.99%-23.17%

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

Similar to FTCB and IG