IG vs. BBCB

Last updated Jun 4, 2026

IG (Principal Investment Grade Corporate Active ETF) and BBCB (JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF) are both Corporate Bonds funds. IG is actively managed, while BBCB is passively managed. Their correlation of 0.94 suggests significant overlap in exposure. IG charges 0.26%/yr vs 0.09%/yr for BBCB.

Performance

IG vs. BBCB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Investment Grade Corporate Active ETF (IG) and JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IG

• 1D: -0.23%
• 1M: 0.57%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBCB

• 1D: -0.11%
• 1M: 0.66%
• YTD: 2.82%
• 6M: 2.66%
• 1Y: 8.37%
• 3Y*: 5.98%
• 5Y*: 0.84%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IG vs. BBCB - Yearly Performance Comparison

	2026 (YTD)
IG Principal Investment Grade Corporate Active ETF	-0.22%
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF	-0.16%

Correlation

The correlation between IG and BBCB is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Apr 23, 2026	0.94

IG vs. BBCB - Sectors Allocation Comparison

Sectors	IG	BBCB
Financial Services	2.9%	21.9%
Basic Materials	-	1.6%
Communication Services	-	6.7%
Consumer Cyclical	-	6.3%
Consumer Defensive	-	5.1%
Energy	-	4.9%
Healthcare	-	8.8%
Industrials	-	7.1%
Real Estate	-	3.8%
Technology	-	7.8%
Utilities	-	8.6%

Return for Risk

IG vs. BBCB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBCB

BBCB Risk / Return Rank: 56
BBCB Sharpe Ratio Rank: 50
BBCB Sortino Ratio Rank: 60
BBCB Omega Ratio Rank: 55
BBCB Calmar Ratio Rank: 58
BBCB Martin Ratio Rank: 58

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IG vs. BBCB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Investment Grade Corporate Active ETF (IG) and JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	IG	BBCB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.71	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.12	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.40	0.46	-0.86

Drawdowns

IG vs. BBCB - Drawdown Comparison

The maximum IG drawdown since its inception was -1.75%, smaller than the maximum BBCB drawdown of -22.48%. Use the drawdown chart below to compare losses from any high point for IG and BBCB.

Drawdown Indicators

	IG	BBCB	Difference
Max Drawdown Largest peak-to-trough decline	-1.75%	-22.48%	+20.73%
Max Drawdown (1Y) Largest decline over 1 year	—	-2.95%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-6.46%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-22.32%	—
Current Drawdown Current decline from peak	-0.32%	-0.34%	+0.02%
Average Drawdown Average peak-to-trough decline	-0.53%	-6.66%	+6.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.83%	—

Volatility

Volatility by Period

	IG	BBCB	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.41%	—
Volatility (6M) Calculated over the trailing 6-month period	—	3.98%	—
Volatility (1Y) Calculated over the trailing 1-year period	4.90%	4.93%	-0.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.90%	7.25%	-2.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.90%	7.50%	-2.60%

IG vs. BBCB - Expense Ratio Comparison

IG has a 0.26% expense ratio, which is higher than BBCB's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

IG vs. BBCB - Dividend Comparison

IG's dividend yield for the trailing twelve months is around 0.84%, less than BBCB's 7.15% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF	7.15%	5.02%	5.22%	4.22%	3.39%	3.47%	4.59%	5.25%	0.20%
IG Principal Investment Grade Corporate Active ETF	0.84%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IG and BBCB in my portfolio?

With a correlation of 0.94, IG and BBCB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, IG or BBCB?

On fees, BBCB is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IG or BBCB?

BBCB is cheaper with a 0.09% expense ratio, compared with 0.26% for IG.

Which ETF pays a higher dividend yield, IG or BBCB?

BBCB has the higher dividend yield at 7.15%, compared with 0.84% for IG.

What is the main difference between IG and BBCB?

They also come from different issuers: Principal and JPMorgan. Their fees differ too: 0.26% for IG and 0.09% for BBCB.