FFLV vs IGBH

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Quick Verdict

IGBH has a lower expense ratio. FFLV delivered stronger 1-year returns. FFLV offers more diversification with 127 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 Score6160
Momentum Score7640
Value Score--

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
129
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 129 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.