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ZTWO vs IG

F/M 2-Year Investment Grade Corporate Bond ETF vs Principal Investment Grade Corporate ETF

ZTWO

F/M 2-Year Investment Grade Corporate Bond ETF

F/m investments, LLC

Annual cost

0.15%

Fund size

$18M

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG is significantly larger than ZTWO — larger funds tend to be more liquid and less likely to close.
  • ZTWO 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

ZTWOIG
Annual cost (TER)0.15%0.19%
Fund size (AUM)$18M$179M
Since20242018
Dividend yield4.55%5.06%
Asset classfixed incomefixed income
Regionglobal
Strategyindex trackingactive selection
CAGR 1Y+4.1%+7.0%
CAGR 3YN/A+5.1%
CAGR 5YN/A+0.2%
Sharpe 3YN/A0.27
Volatility 1Y1.31%4.81%
Max drawdown-0.93%-23.17%

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

Similar to ZTWO and IG