IG vs SPGM
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IG vs SPGM
Principal Investment Grade Corporate ETF vs State Street SPDR Portfolio MSCI Global Stock Market ETF
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Quick Verdict
SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2845 holdings.
Side-by-Side Comparison
| Metric | IG | SPGM |
|---|---|---|
| Fund Family | Principal Funds | SPDR State Street Global Advisors |
| Expense Ratio | 0.19% | 0.09% |
| AUM | $200M | $1.9B |
| Dividend Yield | 5.07% | 1.80% |
| Holdings Count | 248 | 2,985 |
| Inception Date | 2018-04-18 | 2012-02-27 |
| Investment Style | Long Term Mid Quality | Large Cap Blend |
| 1-Month Return | +0.81% | +4.95% |
| YTD Return | +1.00% | +12.26% |
| 1-Year Return | +6.53% | +33.04% |
| 3-Year Return | +5.37% | +22.75% |
| 5-Year Return | +0.29% | +11.73% |
| 10-Year Return | - | +5.52% |
| Buy Score | 73 | 78 |
| Momentum Score | 30 | 70 |
| Value Score | 55 | 65 |
Holdings Overlap
0.2%
Weight Overlap
1
Shared Holdings
2989
Total Unique
Top Shared Holdings
| Ticker | IG Weight | SPGM Weight |
|---|---|---|
| GVMXX | 1.91% | 0.23% |
Sector Allocation
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Frequently Asked Questions
Which has lower fees, IG or SPGM?
IG has an expense ratio of 0.19% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.
Do IG and SPGM hold the same stocks?
IG and SPGM share 1 common holdings with a 0.2% weight overlap. They hold 2989 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, IG or SPGM?
Over the past year, IG returned +6.53% while SPGM returned +33.04%. SPGM outperformed over this period. Past performance does not guarantee future results.