Screener
PREF vs IG
Principal Spectrum Preferred Securities Active ETF vs Principal Investment Grade Corporate ETF
Key differences
- IG costs 0.36% less per year.
- PREF is significantly larger than IG — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, PREF has delivered higher annualized returns.
Side-by-side comparison
| PREF | IG | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.19% |
| Fund size (AUM) | $1.5B | $179M |
| Since | 2017 | 2018 |
| Dividend yield | 5.03% | 5.06% |
| Asset class | fixed income | fixed income |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.0% | +6.9% |
| CAGR 3Y | +9.8% | +5.5% |
| CAGR 5Y | +3.2% | +0.3% |
| Sharpe 3Y | 1.63 | 0.33 |
| Volatility 1Y | 3.08% | 4.75% |
| Max drawdown | -22.99% | -23.17% |
Similar to PREF and IG
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