CGW vs IGBH

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Quick Verdict

IGBH has a lower expense ratio. CGW delivered stronger 1-year returns. IGBH offers more diversification with 274 holdings.

Side-by-Side Comparison

MetricCGWIGBH
Fund FamilyInvesco (US)iShares by BlackRock (US)
Expense Ratio0.59%0.14%
AUM$1.0B$174M
Dividend Yield1.45%6.09%
Holdings Count77274
Inception Date2007-05-142015-07-22
Investment StyleMid Cap BlendUltrashort Term Bond
1-Month Return+4.39%+0.89%
YTD Return+7.98%+0.85%
1-Year Return+23.15%+7.33%
3-Year Return+12.85%+7.78%
5-Year Return+8.95%+5.04%
10-Year Return+11.62%+4.61%
Buy Score8160
Momentum Score8341
Value Score5263

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, CGW or IGBH?

CGW has an expense ratio of 0.59% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do CGW and IGBH hold the same stocks?

CGW and IGBH share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, CGW or IGBH?

Over the past year, CGW returned +23.15% while IGBH returned +7.33%. CGW outperformed over this period. Past performance does not guarantee future results.