FLGV vs IG

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Quick Verdict

FLGV has a lower expense ratio. IG delivered stronger 1-year returns. IG offers more diversification with 231 holdings.

Side-by-Side Comparison

MetricFLGVIG
Fund FamilyFranklin Templeton Investments (US)Principal Funds
Expense Ratio0.09%0.19%
AUM$1.0B$166M
Dividend Yield3.99%4.97%
Holdings Count48231
Inception Date2020-06-092018-04-18
Investment StyleIntermediate Term US Government BondLong Term Mid Quality
1-Month Return+0.10%+0.38%
YTD Return+0.15%+0.43%
1-Year Return+5.85%+7.39%
3-Year Return+2.58%+4.29%
5-Year Return-0.76%-0.34%
10-Year Return--
Buy Score7170
Momentum Score2835
Value Score6758

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, FLGV or IG?

FLGV has an expense ratio of 0.09% while IG charges 0.19%. FLGV is the cheaper option, saving you money on management fees over time.

Do FLGV and IG hold the same stocks?

FLGV and IG 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, FLGV or IG?

Over the past year, FLGV returned +5.85% while IG returned +7.39%. IG outperformed over this period. Past performance does not guarantee future results.