Screener
REIT vs IG
Alps Active Reit Etf vs Principal Investment Grade Corporate ETF
Key differences
- IG costs 0.49% less per year.
- IG is significantly larger than REIT — larger funds tend to be more liquid and less likely to close.
- REIT is classified as equity, while IG is fixed income — different risk/return profiles.
- Over the last 3 years, REIT has delivered higher annualized returns.
Side-by-side comparison
| REIT | IG | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.19% |
| Fund size (AUM) | $50M | $179M |
| Since | 2021 | 2018 |
| Dividend yield | 2.78% | 5.06% |
| Asset class | equity | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.5% | +7.0% |
| CAGR 3Y | +11.7% | +5.1% |
| CAGR 5Y | +5.9% | +0.2% |
| Sharpe 3Y | 0.54 | 0.27 |
| Volatility 1Y | 12.72% | 4.81% |
| Max drawdown | -29.30% | -23.17% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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