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. IG offers more diversification with 182 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
184
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 184 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.