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Screener

IG vs FSIG

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

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

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.
  • IG follows a active selection strategy; FSIG uses index tracking.

Side-by-side comparison

IGFSIG
Annual cost (TER)0.19%0.44%
Fund size (AUM)$179M$1.5B
Since20182021
Dividend yield5.06%4.60%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.2%+4.7%
CAGR 3Y+5.5%+5.2%
CAGR 5Y+0.4%N/A
Sharpe 3Y0.320.57
Volatility 1Y4.81%2.28%
Max drawdown-23.17%-6.89%

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

Similar to IG and FSIG