FQAL vs IG

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Quick Verdict

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

Side-by-Side Comparison

MetricFQALIG
Fund FamilyFidelity Investments (US)Principal Funds
Expense Ratio0.15%0.19%
AUM$1.2B$166M
Dividend Yield1.10%4.97%
Holdings Count130231
Inception Date2016-09-122018-04-18
Investment StyleLarge Cap BlendLong Term Mid Quality
1-Month Return+1.52%+0.38%
YTD Return+1.40%+0.43%
1-Year Return+15.18%+7.39%
3-Year Return+19.11%+4.29%
5-Year Return+14.01%-0.34%
10-Year Return--
Buy Score7470
Momentum Score4935
Value Score7458

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, FQAL or IG?

FQAL has an expense ratio of 0.15% while IG charges 0.19%. FQAL is the cheaper option, saving you money on management fees over time.

Do FQAL and IG hold the same stocks?

FQAL 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, FQAL or IG?

Over the past year, FQAL returned +15.18% while IG returned +7.39%. FQAL outperformed over this period. Past performance does not guarantee future results.