Screener
RLY vs IG
State Street Multi-Asset Real Return ETF vs Principal Investment Grade Corporate ETF
Key differences
Both RLY and IG are fixed income ETFs. RLY charges 0.50% a year and IG 0.19%. The main difference: IG costs 0.31% less per year.
- IG costs 0.31% less per year.
- RLY is much larger than IG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RLY has delivered higher annualized returns.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RLY | IG | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.19% |
| Fund size (AUM) | $1.2B | $180M |
| Since | 2012 | 2018 |
| Dividend yield | 2.89% | 5.04% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +28.0% | +5.8% |
| CAGR 3Y | +14.0% | +5.7% |
| CAGR 5Y | +10.0% | +0.2% |
| Sharpe 3Y | 0.90 | 0.34 |
| Volatility 1Y | 10.38% | 4.68% |
| Max drawdown | -34.17% | -23.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.