MPV vs IG

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

MPV vs IG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

MPV

$165M

Winner

$165M

Expense Ratio

MPV

N/A

0.19%

Max Drawdown

Winner

MPV

58.06%

87.37%

Sharpe Ratio

MPV

0.07

Winner

0.88

5Y Beta

Winner

MPV

0.16

0.31

5Y Dividends CAGR

MPV

18.25%

N/A

MPV vs IG - Historical Returns

Returns include dividend reinvestment.

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

MPV

-1.62%

Winner

-0.19%

MPV

-10.03%

N/A

MPV

-11.18%

N/A

MPV

+0.85%

N/A

5Y(CAGR)

MPV

+12.68%

N/A

10Y(CAGR)

MPV

+9.43%

Winner

+9.77%

Max(CAGR)

MPV

+10.30%

Winner

+10.37%

MPV vs IG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

MPV vs IG Drawdown Comparison

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

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

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

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

Correlation

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

0.79

-101

Dividend Comparison (2000 - 2026)

MPV vs IG dividend yield comparison.

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