FQAL vs IGBH

vs

Quick Verdict

IGBH has a lower expense ratio. FQAL delivered stronger 1-year returns. IGBH offers more diversification with 280 holdings.

Side-by-Side Comparison

MetricFQALIGBH
Fund FamilyFidelity Investments (US)iShares by BlackRock (US)
Expense Ratio0.15%0.14%
AUM$1.4B$198M
Dividend Yield1.17%5.68%
Holdings Count129280
Inception Date2016-09-122015-07-22
Investment StyleLarge Cap BlendUltrashort Term Bond
1-Month Return+0.04%-0.35%
YTD Return+7.80%+1.98%
1-Year Return+17.86%+8.04%
3-Year Return+18.53%+8.04%
5-Year Return+11.89%+5.27%
10-Year Return-+4.42%
Buy Score6960
Momentum Score5637
Value Score73-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
124
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, FQAL or IGBH?

FQAL has an expense ratio of 0.15% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do FQAL and IGBH hold the same stocks?

FQAL and IGBH share 0 common holdings with a 0.0% weight overlap. They hold 124 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FQAL or IGBH?

Over the past year, FQAL returned +17.86% while IGBH returned +8.04%. FQAL outperformed over this period. Past performance does not guarantee future results.