FMO vs IG
vs
FMO vs IG
Fiduciary/Claymore Energy Infrastructure Fund vs Principal Investment Grade Corporate Active ETF
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Quick Verdict
IG offers more diversification with 231 holdings.
Side-by-Side Comparison
| Metric | FMO | IG |
|---|---|---|
| Fund Family | Fiduciary/Claymore Energy Infrastructure Fund | Principal Funds |
| Expense Ratio | - | 0.19% |
| AUM | $275M | $166M |
| Dividend Yield | - | 4.97% |
| Holdings Count | - | 231 |
| Inception Date | - | 2018-04-18 |
| Investment Style | - | Long Term Mid Quality |
| 1-Month Return | - | +0.38% |
| YTD Return | - | +0.43% |
| 1-Year Return | - | +7.39% |
| 3-Year Return | - | +4.29% |
| 5-Year Return | - | -0.34% |
| 10-Year Return | - | - |
| Buy Score | - | 70 |
| Momentum Score | - | 35 |
| Value Score | - | 58 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
19
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, FMO or IG?
Expense ratio data is not currently available.
Do FMO and IG hold the same stocks?
FMO and IG share 0 common holdings with a 0.0% weight overlap. They hold 19 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, FMO or IG?
Historical return data is not currently available for comparison.