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IG vs SLQD

Principal Investment Grade Corporate ETF vs iShares 0-5 Year Investment Grade Corporate Bond ETF

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

SLQD

iShares 0-5 Year Investment Grade Corporate Bond ETF

iShares

Annual cost

0.06%

Fund size

$2.3B

Key differences

  • SLQD costs 0.13% less per year.
  • SLQD is significantly larger than IG — larger funds tend to be more liquid and less likely to close.
  • IG follows a active selection strategy; SLQD uses index tracking.
  • SLQD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IGSLQD
Annual cost (TER)0.19%0.06%
Fund size (AUM)$179M$2.3B
Since20182013
Dividend yield5.06%4.25%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.0%+4.7%
CAGR 3Y+5.1%+5.2%
CAGR 5Y+0.2%+2.5%
Sharpe 3Y0.270.79
Volatility 1Y4.81%1.49%
Max drawdown-23.17%-12.69%

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

Similar to IG and SLQD