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Screener

IG vs PQDI

Principal Investment Grade Corporate ETF vs Principal Spectrum Preferred and Income ETF

IG

Principal Investment Grade Corporate ETF

Annual cost

0.19%

Fund size

$179M

PQDI

Principal Spectrum Preferred and Income ETF

Annual cost

0.60%

Fund size

$69M

Key differences

  • IG costs 0.41% less per year.
  • IG is classified as fixed income, while PQDI is alternative — different risk/return profiles.
  • IG follows a active selection strategy; PQDI uses option income.
  • Over the last 3 years, PQDI has delivered higher annualized returns.

Side-by-side comparison

IGPQDI
Annual cost (TER)0.19%0.60%
Fund size (AUM)$179M$69M
Since20182020
Dividend yield5.06%5.17%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+6.9%+7.8%
CAGR 3Y+5.5%+9.7%
CAGR 5Y+0.3%+3.4%
Sharpe 3Y0.331.81
Volatility 1Y4.75%3.21%
Max drawdown-23.17%-17.42%

Similar to IG and PQDI