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KNOW vs IG

Fundamentals First ETF vs Principal Investment Grade Corporate ETF

KNOW

Fundamentals First ETF

Mason Capital Partners

Annual cost

1.09%

Fund size

$7M

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.90% less per year.
  • IG is significantly larger than KNOW — larger funds tend to be more liquid and less likely to close.
  • KNOW is classified as mixed asset, while IG is fixed income — different risk/return profiles.
  • IG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KNOWIG
Annual cost (TER)1.09%0.19%
Fund size (AUM)$7M$179M
Since20242018
Dividend yield1.37%5.06%
Asset classmixed assetfixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+20.3%+7.0%
CAGR 3YN/A+5.1%
CAGR 5YN/A+0.2%
Sharpe 3YN/A0.27
Volatility 1Y9.73%4.81%
Max drawdown-15.99%-23.17%

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

Similar to KNOW and IG