ELCV vs IG
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ELCV vs IG
Eventide High Dividend ETF vs Principal Investment Grade Corporate ETF
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Quick Verdict
IG has a lower expense ratio. IG offers more diversification with 145 holdings.
Side-by-Side Comparison
| Metric | ELCV | IG |
|---|---|---|
| Fund Family | Eventide | Principal Funds |
| Expense Ratio | 0.49% | 0.19% |
| AUM | $251M | $200M |
| Dividend Yield | 2.06% | 5.07% |
| Holdings Count | 47 | 248 |
| Inception Date | 2024-09-30 | 2018-04-18 |
| Investment Style | Large Cap Value | Long Term Mid Quality |
| 1-Month Return | +1.58% | +0.81% |
| YTD Return | +17.49% | +1.00% |
| 1-Year Return | - | +6.53% |
| 3-Year Return | - | +5.37% |
| 5-Year Return | - | +0.29% |
| 10-Year Return | - | - |
| Buy Score | 73 | 73 |
| Momentum Score | 86 | 30 |
| Value Score | - | 55 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
191
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, ELCV or IG?
ELCV has an expense ratio of 0.49% while IG charges 0.19%. IG is the cheaper option, saving you money on management fees over time.
Do ELCV and IG hold the same stocks?
ELCV and IG share 0 common holdings with a 0.0% weight overlap. They hold 191 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, ELCV or IG?
Historical return data is not currently available for comparison.