IGEB vs. IG
IGEB (iShares Investment Grade Bond Factor ETF) and IG (Principal Investment Grade Corporate Active ETF) are both Corporate Bonds funds. IGEB is passively managed, while IG is actively managed. With a 0.96 correlation, they move nearly in lockstep. IGEB charges 0.18%/yr vs 0.26%/yr for IG.
Performance
IGEB vs. IG - Performance Comparison
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Returns By Period
IGEB
- 1D
- -0.22%
- 1M
- 0.57%
- YTD
- 0.41%
- 6M
- 0.32%
- 1Y
- 5.98%
- 3Y*
- 5.88%
- 5Y*
- 1.10%
- 10Y*
- —
IG
- 1D
- -0.23%
- 1M
- 0.57%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IGEB vs. IG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IGEB iShares Investment Grade Bond Factor ETF | -0.25% |
IG Principal Investment Grade Corporate Active ETF | -0.22% |
Correlation
The correlation between IGEB and IG is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 23, 2026 | 0.96 |
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Return for Risk
IGEB vs. IG — Risk / Return Rank
IGEB
IG
IGEB vs. IG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Investment Grade Bond Factor ETF (IGEB) and Principal Investment Grade Corporate Active ETF (IG). 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.
| IGEB | IG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.25 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.08 | — | — |
| Martin ratioReturn relative to average drawdown | 6.81 | — | — |
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
| IGEB | IG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | -0.40 | +0.89 |
Drawdowns
IGEB vs. IG - Drawdown Comparison
The maximum IGEB drawdown since its inception was -21.13%, which is greater than IG's maximum drawdown of -1.75%. Use the drawdown chart below to compare losses from any high point for IGEB and IG.
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Drawdown Indicators
| IGEB | IG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.13% | -1.75% | -19.38% |
Max Drawdown (1Y)Largest decline over 1 year | -2.88% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -5.97% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -21.13% | — | — |
Current DrawdownCurrent decline from peak | -1.03% | -0.32% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -0.53% | -4.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | — | — |
Volatility
IGEB vs. IG - Volatility Comparison
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Volatility by Period
| IGEB | IG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.33% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.07% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.16% | 4.90% | -0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.70% | 4.90% | +1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.52% | 4.90% | +1.62% |
IGEB vs. IG - Expense Ratio Comparison
IGEB has a 0.18% expense ratio, which is lower than IG's 0.26% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IGEB vs. IG - Dividend Comparison
IGEB's dividend yield for the trailing twelve months is around 5.06%, more than IG's 0.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
IGEB iShares Investment Grade Bond Factor ETF | 5.06% | 4.92% | 5.09% | 4.60% | 3.64% | 3.84% | 3.78% | 5.61% | 3.59% | 1.62% |
Frequently Asked Questions
With a correlation of 0.96, IGEB and IG 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.
On fees, IGEB is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IGEB is cheaper with a 0.18% expense ratio, compared with 0.26% for IG.
IGEB has the higher dividend yield at 5.06%, compared with 0.84% for IG.
They also come from different issuers: iShares and Principal. Their fees differ too: 0.18% for IGEB and 0.26% for IG.
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