Screener
IG vs PREF
Principal Investment Grade Corporate ETF vs Principal Spectrum Preferred Securities Active ETF
Key differences
- IG costs 0.36% less per year.
- PREF is significantly larger than IG — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, PREF has delivered higher annualized returns.
Side-by-side comparison
| IG | PREF | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.55% |
| Fund size (AUM) | $179M | $1.5B |
| Since | 2018 | 2017 |
| Dividend yield | 5.06% | 5.03% |
| Asset class | fixed income | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.9% | +7.0% |
| CAGR 3Y | +5.5% | +9.8% |
| CAGR 5Y | +0.3% | +3.2% |
| Sharpe 3Y | 0.33 | 1.63 |
| Volatility 1Y | 4.75% | 3.08% |
| Max drawdown | -23.17% | -22.99% |
Similar to IG and PREF
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