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PSTR vs IG

PeakShares Sector Rotation ETF vs Principal Investment Grade Corporate ETF

PSTR

PeakShares Sector Rotation ETF

PeakShares LLC

Annual cost

1.07%

Fund size

$57M

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.88% less per year.
  • IG is significantly larger than PSTR — larger funds tend to be more liquid and less likely to close.
  • PSTR is classified as alternative, while IG is fixed income — different risk/return profiles.
  • PSTR follows a tactical allocation strategy; IG uses active selection.
  • IG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSTRIG
Annual cost (TER)1.07%0.19%
Fund size (AUM)$57M$179M
Since20242018
Dividend yield4.75%5.06%
Asset classalternativefixed income
Regionnorth america
Strategytactical allocationactive selection
CAGR 1Y+19.4%+7.2%
CAGR 3YN/A+5.5%
CAGR 5YN/A+0.4%
Sharpe 3YN/A0.32
Volatility 1Y8.48%4.81%
Max drawdown-14.73%-23.17%

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

Similar to PSTR and IG