IG vs MPV

Comparison between Principal Investment Grade Corporate Active ETF (IG, ETF) and Barings Participation Investors (MPV, ETF).

IG vs MPV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IG(ETF)	MPV(ETF)
Net Assets	$165M	$165M
Expense Ratio	0.19%	N/A
Max Drawdown	87.37%	58.06%
Sharpe Ratio	0.88	0.07
5Y Beta	0.31	0.16
5Y Dividends CAGR	N/A	18.25%

Net Assets

Winner

$165M

MPV

$165M

Expense Ratio

0.19%

MPV

N/A

Max Drawdown

87.37%

Winner

MPV

58.06%

Sharpe Ratio

Winner

0.88

MPV

0.07

5Y Beta

0.31

Winner

MPV

0.16

5Y Dividends CAGR

N/A

MPV

18.25%

IG vs MPV - Historical Returns

Returns include dividend reinvestment.

Period	IG	MPV
1 month	-0.19%	-1.62%
3 months	N/A	-10.03%
6 months	N/A	-11.18%
1 year	N/A	+0.85%
5 years(CAGR)	N/A	+12.68%
10 years(CAGR)	+9.77%	+9.43%
Max(CAGR)	+10.37%	+10.30%

Winner

-0.19%

MPV

-1.62%

N/A

MPV

-10.03%

N/A

MPV

-11.18%

N/A

MPV

+0.85%

5Y(CAGR)

N/A

MPV

+12.68%

10Y(CAGR)

Winner

+9.77%

MPV

+9.43%

Max(CAGR)

Winner

+10.37%

MPV

+10.30%

IG vs MPV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IG	MPV
2026	-0.54%	+2.23%
2025	N/A	+0.65%
2024	N/A	+23.57%
2023	N/A	+38.90%
2022	N/A	-8.74%
2021	N/A	+32.50%
2020	N/A	-20.48%
2019	N/A	+13.29%
2018	N/A	+12.79%
2017	N/A	+7.17%
2016	N/A	+12.36%
2015	-15.33%	+12.35%
2014	+197.30%	+11.33%
2013	+193.27%	-2.17%
2012	-6.31%	-3.05%
2011	-31.55%	+22.51%
2010	+112.69%	+24.55%
2009	+41.82%	+42.89%
2008	-64.96%	-22.37%
2007	+20.52%	-4.22%
2006	+23.39%	+17.46%
2005	-31.78%	+13.65%
2004	-17.76%	+24.17%
2003	+185.45%	+37.18%
2002	-20.00%	+10.96%
2001	-4.00%	-8.20%
2000	-66.76%	+20.22%
1999	+29.20%	+1.28%

IG vs MPV Drawdown Comparison

The maximum drawdown for IG was -87.37%, occurring on Apr 4, 2001. Recovery took 3517 trading sessions.

The maximum drawdown for MPV was -54.02%, occurring on Mar 23, 2020. Recovery took 896 trading sessions.

The current IG drawdown is -0.64%. The current MPV drawdown is -14.30%.

Rank	IG	MPV
#1	-87.37% Jan 19, 2000 - Jan 13, 2014	-54.02% Feb 7, 2020 - Aug 30, 2023
#2	-56.34% Feb 27, 2015 - Apr 22, 2026	-49.97% Mar 9, 2007 - May 13, 2010
#3	-29.91% Mar 18, 2014 - Jun 17, 2014	-21.77% Aug 28, 2001 - May 16, 2003
#4	-23.08% Nov 2, 1999 - Dec 23, 1999	-21.21% Nov 19, 1999 - Aug 21, 2000
#5	-21.82% Dec 2, 2014 - Feb 18, 2015	-19.70% Nov 26, 2025 - Dec 31, 2025
#6	-17.18% Jan 15, 2014 - Feb 24, 2014	-16.94% Aug 18, 2005 - Feb 16, 2006
#7	-16.67% Jun 18, 2014 - Aug 7, 2014	-16.94% Sep 20, 2012 - Aug 15, 2014
#8	-15.06% Sep 29, 2014 - Oct 29, 2014	-15.21% Feb 9, 2005 - May 27, 2005
#9	-11.64% Nov 3, 2014 - Nov 26, 2014	-13.78% Feb 20, 2025 - May 27, 2025
#10	-10.19% Aug 7, 2014 - Aug 27, 2014	-13.28% Jan 20, 2012 - Sep 19, 2012
#11	-9.70% Dec 31, 1999 - Jan 7, 2000	-12.19% Sep 12, 2016 - Sep 26, 2017
#12	-6.91% Mar 3, 2014 - Mar 10, 2014	-12.14% Aug 1, 2011 - Oct 14, 2011
#13	-6.68% Jan 13, 2000 - Jan 18, 2000	-10.76% Mar 9, 2011 - Jul 8, 2011
#14	-5.63% Sep 16, 2014 - Sep 25, 2014	-10.70% Jan 16, 2015 - May 18, 2015
#15	-4.55% Jan 10, 2000 - Jan 13, 2000	-10.32% Jul 10, 2024 - Sep 16, 2024

Correlation

Correlation between IG and MPV is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2000 - 2026)

IG vs MPV dividend yield comparison.

Year	IG	MPV
2026	0.85%	2.23%
2025	0.00%	9.31%
2024	0.00%	9.19%
2023	0.00%	8.27%
2022	0.00%	6.98%
2021	0.00%	5.41%
2020	0.00%	6.73%
2019	0.00%	6.70%
2018	0.00%	7.18%
2017	0.00%	7.66%
2016	0.00%	7.61%
2015	0.00%	7.86%
2014	0.00%	8.16%
2013	0.00%	8.39%
2012	0.00%	7.76%
2011	0.00%	7.76%
2010	0.00%	7.20%
2009	0.00%	8.20%
2008	0.00%	11.05%
2007	0.00%	9.48%
2006	0.00%	8.10%
2005	0.00%	7.19%
2004	0.00%	8.26%
2003	0.00%	8.24%
2002	0.00%	9.15%
2001	0.00%	10.55%
2000	0.00%	9.41%