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WZRD vs IG

Opportunistic Trader ETF vs Principal Investment Grade Corporate ETF

WZRD

Opportunistic Trader ETF

Tuttle Capital Management, LLC

Annual cost

1.00%

Fund size

$4M

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.81% less per year.
  • IG is significantly larger than WZRD — larger funds tend to be more liquid and less likely to close.
  • WZRD is classified as alternative, while IG is fixed income — different risk/return profiles.
  • WZRD follows a structured outcome strategy; IG uses active selection.
  • IG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WZRDIG
Annual cost (TER)1.00%0.19%
Fund size (AUM)$4M$179M
Since20252018
Dividend yield5.06%
Asset classalternativefixed income
Regionnorth america
Strategystructured outcomeactive selection
CAGR 1YN/A+7.0%
CAGR 3YN/A+5.1%
CAGR 5YN/A+0.2%
Sharpe 3YN/A0.27
Volatility 1Y4.81%
Max drawdown-71.81%-23.17%

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

Similar to WZRD and IG