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IG vs FIGB

Principal Investment Grade Corporate ETF vs Fidelity Investment Grade Bond ETF

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

FIGB

Fidelity Investment Grade Bond ETF

Fidelity Investments

Annual cost

0.36%

Fund size

$465M

Key differences

  • IG costs 0.17% less per year.
  • IG follows a active selection strategy; FIGB uses index tracking.
  • Over the last 3 years, IG has delivered higher annualized returns.

Side-by-side comparison

IGFIGB
Annual cost (TER)0.19%0.36%
Fund size (AUM)$179M$465M
Since20182021
Dividend yield5.06%4.13%
Asset classfixed incomefixed income
Region
Strategyactive selectionindex tracking
CAGR 1Y+7.0%+5.2%
CAGR 3Y+5.1%+3.8%
CAGR 5Y+0.2%+0.3%
Sharpe 3Y0.270.07
Volatility 1Y4.81%4.53%
Max drawdown-23.17%-18.08%

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

Similar to IG and FIGB