Screener
IG vs ZTRE
Principal Investment Grade Corporate ETF vs F/M 3-Year Investment Grade Corporate Bond ETF
Key differences
- IG is significantly larger than ZTRE — larger funds tend to be more liquid and less likely to close.
- IG follows a active selection strategy; ZTRE uses index tracking.
- IG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IG | ZTRE | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.15% |
| Fund size (AUM) | $179M | $41M |
| Since | 2018 | 2024 |
| Dividend yield | 5.06% | 4.63% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.0% | +4.4% |
| CAGR 3Y | +5.1% | N/A |
| CAGR 5Y | +0.2% | N/A |
| Sharpe 3Y | 0.27 | N/A |
| Volatility 1Y | 4.81% | 1.89% |
| Max drawdown | -23.17% | -1.45% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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