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IG
+0.12 · +0.55%
$20.95 · NYSE ARCA

Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF (IG) ETF Analysis | Corporate Bond

Principal Funds · USA
AUM:$164.5M
#– of – in Corporate Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.19% — competitive for the exposure provided.

What is IG?

The fund is an actively managed exchange-traded fund (ETF) that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in investment-grade corporate bonds and other fixed-income securities. Investment grade securities are rated BBB- or higher by S&P Global Ratings (S&P Global) or Baa3 or higher by Moody's Investors Service, Inc.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
IG returned 7.4% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.19% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 3.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$164.5M
Expense Ratio0.19%
Dividend Yield5.05%
Holdings1
Inception DateApr 2018
Domicile–
Distribution–
Index–
ProviderPrincipal Funds
Beta1.08
CategoryCorporate Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.4%
1Y
+0.1%
3Y
+13.9%
5Y
-4.4%
OpenBook InsightIf you had invested £10,000 in IG 5 years ago, it would have fallen to £9,557 — a loss of £443.

Annual Returns

Calendar year performance

IG delivered positive returns in 3 of the last 5 calendar years.
YearIG
2026 YTD-1.7%
2025+7.9%
2024+2.6%
2023+7.0%
2022-16.3%
CAGR 4yr-0.2%
3/5 positive yearsAvg return: -0.1%Worst year: -16.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
4.6%
Low
Momentum
-0.5%
30-day change
Support Level
20.14
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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