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NPFE vs IG

NPF Core Equity ETF vs Principal Investment Grade Corporate ETF

NPFE

NPF Core Equity ETF

Annual cost

0.40%

Fund size

$619M

IG

Principal Investment Grade Corporate ETF

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.21% less per year.
  • NPFE is significantly larger than IG — larger funds tend to be more liquid and less likely to close.
  • NPFE is classified as equity, 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

NPFEIG
Annual cost (TER)0.40%0.19%
Fund size (AUM)$619M$179M
Since20262018
Dividend yield5.06%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+6.9%
CAGR 3YN/A+5.5%
CAGR 5YN/A+0.3%
Sharpe 3YN/A0.33
Volatility 1Y4.75%
Max drawdown-5.38%-23.17%

Similar to NPFE and IG