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IG vs APMU

Principal Investment Grade Corporate ETF vs ActivePassive Intermediate Municipal Bond ETF

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

APMU

ActivePassive Intermediate Municipal Bond ETF

Active Passive Funds

Annual cost

0.35%

Fund size

$224M

Key differences

  • IG costs 0.16% less per year.
  • Over the last 3 years, IG has delivered higher annualized returns.
  • IG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IGAPMU
Annual cost (TER)0.19%0.35%
Fund size (AUM)$179M$224M
Since20182023
Dividend yield5.06%2.64%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+7.0%+3.9%
CAGR 3Y+5.1%+2.5%
CAGR 5Y+0.2%N/A
Sharpe 3Y0.27-0.37
Volatility 1Y4.81%2.35%
Max drawdown-23.17%-4.39%

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

Similar to IG and APMU