DMRI vs IG

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Quick Verdict

DMRI offers more diversification with 488 holdings.

Side-by-Side Comparison

MetricDMRIIG
Fund FamilyTransamerica ETF TrustPrincipal Funds
Expense Ratio-0.19%
AUM$191M$166M
Dividend Yield-4.97%
Holdings Count-231
Inception Date-2018-04-18
Investment Style-Long Term Mid Quality
1-Month Return-+0.38%
YTD Return-+0.43%
1-Year Return-+7.39%
3-Year Return-+4.29%
5-Year Return--0.34%
10-Year Return--
Buy Score-70
Momentum Score-35
Value Score-58

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
488
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, DMRI or IG?

Expense ratio data is not currently available.

Do DMRI and IG hold the same stocks?

DMRI and IG share 0 common holdings with a 0.0% weight overlap. They hold 488 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, DMRI or IG?

Historical return data is not currently available for comparison.