FFLV vs IGBH

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Quick Verdict

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

Side-by-Side Comparison

MetricFFLVIGBH
Fund FamilyFidelity Investments (US)iShares by BlackRock (US)
Expense Ratio0.38%0.14%
AUM$16M$174M
Dividend Yield1.49%6.09%
Holdings Count132274
Inception Date2024-02-092015-07-22
Investment StyleLarge Cap ValueUltrashort Term Bond
1-Month Return+3.54%+0.89%
YTD Return+6.77%+0.85%
1-Year Return+20.71%+7.33%
3-Year Return-+7.78%
5-Year Return-+5.04%
10-Year Return-+4.61%
Buy Score6660
Momentum Score7941
Value Score-63

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, FFLV or IGBH?

FFLV has an expense ratio of 0.38% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do FFLV and IGBH hold the same stocks?

FFLV 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, FFLV or IGBH?

Over the past year, FFLV returned +20.71% while IGBH returned +7.33%. FFLV outperformed over this period. Past performance does not guarantee future results.