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IG vs IGLB

Principal Investment Grade Corporate ETF vs iShares 10+ Year Investment Grade Corporate Bond ETF

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

IGLB

iShares 10+ Year Investment Grade Corporate Bond ETF

iShares

Annual cost

0.04%

Fund size

$2.7B

Key differences

  • IGLB costs 0.15% less per year.
  • IGLB is significantly larger than IG — larger funds tend to be more liquid and less likely to close.
  • IG follows a active selection strategy; IGLB uses index tracking.
  • IGLB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IGIGLB
Annual cost (TER)0.19%0.04%
Fund size (AUM)$179M$2.7B
Since20182009
Dividend yield5.06%5.28%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.0%+9.6%
CAGR 3Y+5.1%+4.4%
CAGR 5Y+0.2%-1.5%
Sharpe 3Y0.270.13
Volatility 1Y4.81%8.03%
Max drawdown-23.17%-34.12%

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

Similar to IG and IGLB