FMO vs IGBH

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Quick Verdict

FMO offers more diversification with 19 holdings.

Side-by-Side Comparison

MetricFMOIGBH
Fund FamilyFiduciary/Claymore Energy Infrastructure FundiShares by BlackRock (US)
Expense Ratio-0.14%
AUM-$174M
Dividend Yield-6.09%
Holdings Count-274
Inception Date-2015-07-22
Investment Style-Ultrashort Term Bond
1-Month Return-+0.89%
YTD Return-+0.85%
1-Year Return-+7.33%
3-Year Return-+7.78%
5-Year Return-+5.04%
10-Year Return-+4.61%
Buy Score-60
Momentum Score-41
Value Score-63

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
21
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FMO or IGBH?

Expense ratio data is not currently available.

Do FMO and IGBH hold the same stocks?

FMO and IGBH share 0 common holdings with a 0.0% weight overlap. They hold 21 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FMO or IGBH?

Historical return data is not currently available for comparison.