Screener
ROE vs IG
Astoria US Equal Weight Quality Kings ETF vs Principal Investment Grade Corporate ETF
Key differences
- IG costs 0.30% less per year.
- ROE 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
| ROE | IG | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.19% |
| Fund size (AUM) | $239M | $179M |
| Since | 2023 | 2018 |
| Dividend yield | 1.01% | 5.06% |
| Asset class | equity | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +37.5% | +7.2% |
| CAGR 3Y | N/A | +5.5% |
| CAGR 5Y | N/A | +0.4% |
| Sharpe 3Y | N/A | 0.32 |
| Volatility 1Y | 14.02% | 4.81% |
| Max drawdown | -19.10% | -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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