FMN vs IGBH

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Quick Verdict

IGBH has a lower expense ratio. FMN delivered stronger 1-year returns. FMN offers more diversification with 150 holdings.

Side-by-Side Comparison

MetricFMNIGBH
Fund FamilyFederated HermesiShares by BlackRock (US)
Expense Ratio0.75%0.14%
AUM$16M$198M
Dividend Yield4.29%5.68%
Holdings Count150280
Inception Date2002-12-202015-07-22
Investment StyleMunicipal BondUltrashort Term Bond
1-Month Return+1.41%-0.35%
YTD Return+3.35%+1.98%
1-Year Return+10.46%+8.04%
3-Year Return+4.49%+8.04%
5-Year Return-0.69%+5.27%
10-Year Return+3.87%+4.42%
Buy Score5760
Momentum Score4037
Value Score33-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
2
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FMN or IGBH?

FMN has an expense ratio of 0.75% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do FMN and IGBH hold the same stocks?

FMN and IGBH share 0 common holdings with a 0.0% weight overlap. They hold 2 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FMN or IGBH?

Over the past year, FMN returned +10.46% while IGBH returned +8.04%. FMN outperformed over this period. Past performance does not guarantee future results.