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 248 holdings.

Side-by-Side Comparison

MetricFLGVIG
Fund FamilyFranklin Templeton Investments (US)Principal Funds
Expense Ratio0.09%0.19%
AUM$1.0B$200M
Dividend Yield4.13%5.07%
Holdings Count47248
Inception Date2020-06-092018-04-18
Investment StyleIntermediate Term US Government BondLong Term Mid Quality
1-Month Return+0.25%+0.20%
YTD Return+0.53%+1.20%
1-Year Return+2.80%+4.67%
3-Year Return+3.19%+5.34%
5-Year Return-0.18%-0.02%
10-Year Return--
Buy Score7171
Momentum Score2230
Value Score6152

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 +2.80% while IG returned +4.67%. IG outperformed over this period. Past performance does not guarantee future results.