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IG vs ZHOG

Principal Investment Grade Corporate ETF vs F/m Opportunistic Income ETF

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

ZHOG

F/m Opportunistic Income ETF

F/m investments, LLC

Annual cost

0.43%

Fund size

$45M

Key differences

  • IG costs 0.24% less per year.
  • IG is significantly larger than ZHOG — larger funds tend to be more liquid and less likely to close.
  • IG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IGZHOG
Annual cost (TER)0.19%0.43%
Fund size (AUM)$179M$45M
Since20182023
Dividend yield5.06%5.60%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+7.0%+5.9%
CAGR 3Y+5.1%N/A
CAGR 5Y+0.2%N/A
Sharpe 3Y0.27N/A
Volatility 1Y4.81%1.61%
Max drawdown-23.17%-3.66%

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

Similar to IG and ZHOG