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IG vs ZTWO

Principal Investment Grade Corporate ETF vs F/M 2-Year Investment Grade Corporate Bond ETF

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

ZTWO

F/M 2-Year Investment Grade Corporate Bond ETF

F/m investments, LLC

Annual cost

0.15%

Fund size

$18M

Key differences

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

Side-by-side comparison

IGZTWO
Annual cost (TER)0.19%0.15%
Fund size (AUM)$179M$18M
Since20182024
Dividend yield5.06%4.55%
Asset classfixed incomefixed income
Regionglobal
Strategyactive selectionindex tracking
CAGR 1Y+7.0%+4.1%
CAGR 3Y+5.1%N/A
CAGR 5Y+0.2%N/A
Sharpe 3Y0.27N/A
Volatility 1Y4.81%1.31%
Max drawdown-23.17%-0.93%

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

Similar to IG and ZTWO