ELCV vs IGBH

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Quick Verdict

IGBH has a lower expense ratio. ELCV offers more diversification with 45 holdings.

Side-by-Side Comparison

MetricELCVIGBH
Fund FamilyEventideiShares by BlackRock (US)
Expense Ratio0.49%0.14%
AUM$167M$174M
Dividend Yield2.08%6.09%
Holdings Count47274
Inception Date2024-09-302015-07-22
Investment StyleLarge Cap BlendUltrashort Term Bond
1-Month Return+5.84%+0.89%
YTD Return+4.34%+0.85%
1-Year Return-+7.33%
3-Year Return-+7.78%
5-Year Return-+5.04%
10-Year Return-+4.61%
Buy Score6560
Momentum Score7341
Value Score4663

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
47
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ELCV or IGBH?

ELCV has an expense ratio of 0.49% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do ELCV and IGBH hold the same stocks?

ELCV and IGBH share 0 common holdings with a 0.0% weight overlap. They hold 47 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ELCV or IGBH?

Historical return data is not currently available for comparison.