See what your fund actually adds
Principal Investment Grade Corporate Active ETF IG
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | IG | Replication |
|---|---|---|
| Annualized growth | -0.8% | -0.1% |
| Annualized volatility | 6.8% | 6.8% |
| Sharpe ratio | -0.08 | 0.01 |
| Maximum drawdown | 22.7% | 21.2% |
| Replication fit (R²) | 0.99 · Tracking error 0.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model IG’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VCLT | FI · Long Corp | 34.2% |
| VCSH | FI · Short Corp | 30.3% |
| VCIT | FI · IG Credit | 24.2% |
| SPHY | FI · High Yield | 7.4% |
| AGG | FI · Aggregate | 3.8% |