Screener
IG vs ITOT
Principal Investment Grade Corporate ETF vs iShares Core S&P Total U.S. Stock Market ETF
Key differences
IG is a fixed income ETF, while ITOT is an equity ETF. IG charges 0.19% a year and ITOT 0.03%.
- IG is a fixed income fund, while ITOT is an equity fund. They carry different risk/return profiles.
- IG follows a active selection strategy; ITOT uses index tracking.
- ITOT costs 0.16% less per year.
- ITOT is much larger than IG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ITOT has delivered higher annualized returns.
- ITOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IG | ITOT | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.03% |
| Fund size (AUM) | $180M | $93.4B |
| Since | 2018 | 2004 |
| Dividend yield | 5.04% | 0.98% |
| Asset class | fixed income | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.0% | +25.3% |
| CAGR 3Y | +5.1% | +22.2% |
| CAGR 5Y | +0.1% | +12.3% |
| Sharpe 3Y | 0.26 | 1.16 |
| Volatility 1Y | 4.68% | 12.51% |
| Max drawdown | -23.17% | -35.00% |
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