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IG vs SAGP

Principal Investment Grade Corporate ETF vs Strategas Global Policy Opportunities ETF

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

SAGP

Strategas Global Policy Opportunities ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$75M

Key differences

  • IG costs 0.46% less per year.
  • IG is classified as fixed income, while SAGP is equity — different risk/return profiles.
  • Over the last 3 years, SAGP has delivered higher annualized returns.

Side-by-side comparison

IGSAGP
Annual cost (TER)0.19%0.65%
Fund size (AUM)$179M$75M
Since20182022
Dividend yield5.06%0.52%
Asset classfixed incomeequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+7.2%+17.1%
CAGR 3Y+5.5%+15.3%
CAGR 5Y+0.4%N/A
Sharpe 3Y0.320.88
Volatility 1Y4.81%12.97%
Max drawdown-23.17%-22.90%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IG and SAGP