Skip to content
Beacon
Screener

SMTH vs IG

ALPS Smith Core Plus Bond ETF vs Principal Investment Grade Corporate ETF

SMTH

ALPS Smith Core Plus Bond ETF

ALPS

Annual cost

0.59%

Fund size

$2.7B

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.40% less per year.
  • SMTH is significantly larger than IG — larger funds tend to be more liquid and less likely to close.
  • SMTH follows a index tracking strategy; IG uses active selection.
  • IG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMTHIG
Annual cost (TER)0.59%0.19%
Fund size (AUM)$2.7B$179M
Since20232018
Dividend yield4.41%5.06%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+5.8%+7.0%
CAGR 3YN/A+5.1%
CAGR 5YN/A+0.2%
Sharpe 3YN/A0.27
Volatility 1Y3.95%4.81%
Max drawdown-4.10%-23.17%

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

Similar to SMTH and IG