(IG) Principal Exchange-Traded - Overview
Etf: Corporate Bonds, Investment-Grade, Fixed-Income, ETF
Dividends
| Dividend Yield | 5.51% |
| Yield on Cost 5y | 4.98% |
| Yield CAGR 5y | 6.21% |
| Payout Consistency | 87.2% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 3.86% |
| Relative Tail Risk | 2.01% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.49 |
| Alpha | 1.69 |
| Character TTM | |
|---|---|
| Beta | 0.095 |
| Beta Downside | 0.056 |
| Drawdowns 3y | |
|---|---|
| Max DD | 7.76% |
| CAGR/Max DD | 0.61 |
Description: IG Principal Exchange-Traded January 19, 2026
The Principal Investment Grade Corporate Active ETF (NYSE ARCA: IG) is an actively managed U.S. ETF that allocates at least 80% of its net assets-and any investment-grade borrowing-to corporate bonds rated BBB- or higher by S&P or Baa3- or higher by Moody’s, thereby focusing on investment-grade credit quality.
As of the latest filing, the fund reports an expense ratio of 0.45%, a weighted-average yield of roughly 4.2%, and a portfolio duration of about 5.8 years; its assets under management sit near $1.2 billion with an annual turnover rate of ~30%, indicating moderate trading activity while maintaining a diversified exposure across sectors such as industrials, financials, and consumer discretionary.
Key drivers of performance include the Federal Reserve’s policy stance on interest rates, corporate earnings trends that affect credit spreads, and the overall health of the U.S. investment-grade bond market; for a deeper, data-rich perspective on how IG’s risk-adjusted returns compare to peers, you might explore the analytics on ValueRay.
What is the price of IG shares?
Over the past week, the price has changed by +0.16%, over one month by +0.46%, over three months by +1.03% and over the past year by +6.97%.
Is IG a buy, sell or hold?
What are the forecasts/targets for the IG price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 22.3 | 6.5% |
IG Fundamental Data Overview February 04, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 158.1m USD (158.1m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 158.1m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 158.1m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 6.27% (E(158.1m)/V(158.1m) * Re(6.27%) + (debt-free company))
Discount Rate = 6.27% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)