Screener
IG vs OEF
Principal Investment Grade Corporate ETF vs iShares S&P 100 ETF
Key differences
IG is a fixed income ETF, while OEF is an equity ETF. IG charges 0.19% a year and OEF 0.20%.
- IG is a fixed income fund, while OEF is an equity fund. They carry different risk/return profiles.
- IG follows a active selection strategy; OEF uses index tracking.
- OEF is much larger than IG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, OEF has delivered higher annualized returns.
- OEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IG | OEF | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.20% |
| Fund size (AUM) | $180M | $20.7B |
| Since | 2018 | 2000 |
| Dividend yield | 5.04% | 0.83% |
| Asset class | fixed income | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.0% | +26.0% |
| CAGR 3Y | +5.1% | +24.4% |
| CAGR 5Y | +0.1% | +15.2% |
| Sharpe 3Y | 0.26 | 1.23 |
| Volatility 1Y | 4.68% | 13.06% |
| Max drawdown | -23.17% | -31.44% |
Similar to IG and OEF
Explore further