FQAL vs IG

vs

Quick Verdict

FQAL has a lower expense ratio. FQAL delivered stronger 1-year returns. IG offers more diversification with 182 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
306
Total Unique

Sector Allocation

Loading chart...

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 306 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.