IG vs. VTC
Compare and contrast key facts about Principal Investment Grade Corporate Active ETF (IG) and Vanguard Total Corporate Bond ETF (VTC).
IG and VTC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IG is an actively managed fund by Principal. It was launched on Apr 18, 2018. VTC is a passively managed fund by Vanguard that tracks the performance of the Bloomberg Barclays U.S. Corporate Bond Index. It was launched on Nov 7, 2017.
Performance
IG vs. VTC - Performance Comparison
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IG vs. VTC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IG Principal Investment Grade Corporate Active ETF | -0.41% | 8.06% | 1.99% | 7.49% | -16.93% | -0.93% | 10.79% | 12.85% | -0.07% |
VTC Vanguard Total Corporate Bond ETF | -0.26% | 7.58% | 2.15% | 8.58% | -15.68% | -1.41% | 9.30% | 14.60% | 0.45% |
Returns By Period
In the year-to-date period, IG achieves a -0.41% return, which is significantly lower than VTC's -0.26% return.
IG
- 1D
- 0.67%
- 1M
- -1.82%
- YTD
- -0.41%
- 6M
- 0.29%
- 1Y
- 4.97%
- 3Y*
- 4.48%
- 5Y*
- 0.30%
- 10Y*
- —
VTC
- 1D
- 0.55%
- 1M
- -1.83%
- YTD
- -0.26%
- 6M
- 0.39%
- 1Y
- 4.99%
- 3Y*
- 4.65%
- 5Y*
- 0.63%
- 10Y*
- —
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IG vs. VTC - Expense Ratio Comparison
IG has a 0.26% expense ratio, which is higher than VTC's 0.04% 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%.
Return for Risk
IG vs. VTC — Risk / Return Rank
IG
VTC
IG vs. VTC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Investment Grade Corporate Active ETF (IG) and Vanguard Total Corporate Bond ETF (VTC). 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.
| IG | VTC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.92 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.28 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.18 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.79 | -0.46 |
Martin ratioReturn relative to average drawdown | 4.93 | 5.39 | -0.46 |
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
| IG | VTC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.92 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.09 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.31 | +0.02 |
Correlation
The correlation between IG and VTC 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
IG vs. VTC - Dividend Comparison
IG's dividend yield for the trailing twelve months is around 5.04%, more than VTC's 4.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IG Principal Investment Grade Corporate Active ETF | 5.04% | 5.05% | 5.19% | 4.36% | 7.18% | 3.16% | 4.76% | 4.63% | 3.62% | 0.00% |
VTC Vanguard Total Corporate Bond ETF | 4.86% | 4.76% | 4.50% | 3.80% | 3.13% | 2.36% | 2.69% | 3.34% | 3.53% | 0.55% |
Drawdowns
IG vs. VTC - Drawdown Comparison
The maximum IG drawdown since its inception was -23.17%, which is greater than VTC's maximum drawdown of -22.05%. Use the drawdown chart below to compare losses from any high point for IG and VTC.
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Drawdown Indicators
| IG | VTC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.17% | -22.05% | -1.12% |
Max Drawdown (1Y)Largest decline over 1 year | -3.82% | -2.89% | -0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -23.17% | -22.05% | -1.12% |
Current DrawdownCurrent decline from peak | -3.54% | -1.83% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -6.89% | -5.94% | -0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 0.96% | +0.07% |
Volatility
IG vs. VTC - Volatility Comparison
Principal Investment Grade Corporate Active ETF (IG) has a higher volatility of 2.32% compared to Vanguard Total Corporate Bond ETF (VTC) at 2.19%. This indicates that IG's price experiences larger fluctuations and is considered to be riskier than VTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IG | VTC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.32% | 2.19% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 3.32% | 3.02% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.88% | 5.44% | +0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.21% | 7.08% | +0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.44% | 7.74% | -0.30% |