Screener
IG vs CGUS
Principal Investment Grade Corporate ETF vs Capital Group Core Equity ETF
Key differences
- IG costs 0.14% less per year.
- CGUS is significantly larger than IG — larger funds tend to be more liquid and less likely to close.
- IG is classified as fixed income, while CGUS is equity — different risk/return profiles.
- Over the last 3 years, CGUS has delivered higher annualized returns.
Side-by-side comparison
| IG | CGUS | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.33% |
| Fund size (AUM) | $179M | $10.3B |
| Since | 2018 | 2022 |
| Dividend yield | 5.06% | 0.90% |
| Asset class | fixed income | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.0% | +27.8% |
| CAGR 3Y | +5.1% | +23.0% |
| CAGR 5Y | +0.2% | N/A |
| Sharpe 3Y | 0.27 | 1.27 |
| Volatility 1Y | 4.81% | 12.50% |
| Max drawdown | -23.17% | -22.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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