Screener
IG vs IWR
Principal Investment Grade Corporate ETF vs iShares Russell Mid-Cap ETF
Key differences
IG is a fixed income ETF, while IWR is an equity ETF. IG charges 0.19% a year and IWR 0.18%.
- IG is a fixed income fund, while IWR is an equity fund. They carry different risk/return profiles.
- IG follows a active selection strategy; IWR uses index tracking.
- IWR is much larger than IG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWR has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IG | IWR | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.18% |
| Fund size (AUM) | $180M | $54.8B |
| Since | 2018 | 2001 |
| Dividend yield | 5.04% | 1.16% |
| Asset class | fixed income | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.0% | +19.9% |
| CAGR 3Y | +5.1% | +17.8% |
| CAGR 5Y | +0.1% | +7.7% |
| Sharpe 3Y | 0.26 | 0.89 |
| Volatility 1Y | 4.68% | 13.54% |
| Max drawdown | -23.17% | -40.59% |
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