IG vs IGBH
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IG vs IGBH
Principal Investment Grade Corporate Active ETF vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF
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Quick Verdict
IGBH has a lower expense ratio. IG delivered stronger 1-year returns. IGBH offers more diversification with 274 holdings.
Side-by-Side Comparison
| Metric | IG | IGBH |
|---|---|---|
| Fund Family | Principal Funds | iShares by BlackRock (US) |
| Expense Ratio | 0.19% | 0.14% |
| AUM | $166M | $174M |
| Dividend Yield | 4.97% | 6.09% |
| Holdings Count | 231 | 274 |
| Inception Date | 2018-04-18 | 2015-07-22 |
| Investment Style | Long Term Mid Quality | Ultrashort Term Bond |
| 1-Month Return | +0.38% | +0.89% |
| YTD Return | +0.43% | +0.85% |
| 1-Year Return | +7.39% | +7.33% |
| 3-Year Return | +4.29% | +7.78% |
| 5-Year Return | -0.34% | +5.04% |
| 10-Year Return | - | +4.61% |
| Buy Score | 70 | 60 |
| Momentum Score | 35 | 41 |
| Value Score | 58 | 63 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, IG or IGBH?
IG has an expense ratio of 0.19% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.
Do IG and IGBH hold the same stocks?
IG and IGBH share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, IG or IGBH?
Over the past year, IG returned +7.39% while IGBH returned +7.33%. IG outperformed over this period. Past performance does not guarantee future results.