FIIG vs. USIG
Compare and contrast key facts about First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) and iShares Broad USD Investment Grade Corporate Bond ETF (USIG).
FIIG and USIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FIIG is an actively managed fund by First Trust. It was launched on Aug 1, 2023. USIG is a passively managed fund by iShares that tracks the performance of the ICE BofA US Corporate. It was launched on Jan 5, 2007.
Performance
FIIG vs. USIG - Performance Comparison
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FIIG vs. USIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF | -0.98% | 8.80% | 2.15% | 6.83% |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | -0.23% | 7.86% | 2.56% | 6.52% |
Returns By Period
In the year-to-date period, FIIG achieves a -0.98% return, which is significantly lower than USIG's -0.23% return.
FIIG
- 1D
- 0.00%
- 1M
- -1.55%
- YTD
- -0.98%
- 6M
- 0.05%
- 1Y
- 4.68%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USIG
- 1D
- 0.06%
- 1M
- -1.45%
- YTD
- -0.23%
- 6M
- 0.19%
- 1Y
- 4.85%
- 3Y*
- 4.95%
- 5Y*
- 0.84%
- 10Y*
- 2.73%
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FIIG vs. USIG - Expense Ratio Comparison
FIIG has a 0.65% expense ratio, which is higher than USIG's 0.04% expense ratio.
Return for Risk
FIIG vs. USIG — Risk / Return Rank
FIIG
USIG
FIIG vs. USIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) and iShares Broad USD Investment Grade Corporate Bond ETF (USIG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FIIG | USIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.96 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.33 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.83 | -0.25 |
Martin ratioReturn relative to average drawdown | 5.35 | 5.66 | -0.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIIG | USIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.96 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.12 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.06 | 0.53 | +0.52 |
Correlation
The correlation between FIIG and USIG is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FIIG vs. USIG - Dividend Comparison
FIIG's dividend yield for the trailing twelve months is around 4.92%, more than USIG's 4.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF | 4.92% | 4.76% | 4.45% | 1.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | 4.70% | 4.62% | 4.51% | 3.94% | 3.14% | 2.33% | 2.82% | 3.37% | 3.44% | 3.03% | 2.87% | 3.24% |
Drawdowns
FIIG vs. USIG - Drawdown Comparison
The maximum FIIG drawdown since its inception was -5.50%, smaller than the maximum USIG drawdown of -22.21%. Use the drawdown chart below to compare losses from any high point for FIIG and USIG.
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Drawdown Indicators
| FIIG | USIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.50% | -22.21% | +16.71% |
Max Drawdown (1Y)Largest decline over 1 year | -3.15% | -2.79% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.45% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.45% | — |
Current DrawdownCurrent decline from peak | -1.92% | -1.74% | -0.18% |
Average DrawdownAverage peak-to-trough decline | -1.39% | -3.44% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.90% | +0.03% |
Volatility
FIIG vs. USIG - Volatility Comparison
First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) has a higher volatility of 2.22% compared to iShares Broad USD Investment Grade Corporate Bond ETF (USIG) at 2.10%. This indicates that FIIG's price experiences larger fluctuations and is considered to be riskier than USIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIIG | USIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.22% | 2.10% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 3.28% | 2.89% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.12% | 5.05% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.96% | 6.83% | -0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.96% | 6.82% | -0.86% |