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IG vs IGSB

Principal Investment Grade Corporate ETF vs iShares 1-5 Year Investment Grade Corporate Bond ETF

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

iShares

Annual cost

0.04%

Fund size

$21.9B

Key differences

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

Side-by-side comparison

IGIGSB
Annual cost (TER)0.19%0.04%
Fund size (AUM)$179M$21.9B
Since20182007
Dividend yield5.06%4.53%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.0%+5.0%
CAGR 3Y+5.1%+5.5%
CAGR 5Y+0.2%+2.4%
Sharpe 3Y0.270.74
Volatility 1Y4.81%1.94%
Max drawdown-23.17%-13.38%

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

Similar to IG and IGSB