FQAL vs IGBH

vs

Quick Verdict

IGBH has a lower expense ratio. FQAL delivered stronger 1-year returns. IGBH offers more diversification with 274 holdings.

Side-by-Side Comparison

MetricFQALIGBH
Fund FamilyFidelity Investments (US)iShares by BlackRock (US)
Expense Ratio0.15%0.14%
AUM$1.2B$174M
Dividend Yield1.10%6.09%
Holdings Count130274
Inception Date2016-09-122015-07-22
Investment StyleLarge Cap BlendUltrashort Term Bond
1-Month Return+1.52%+0.89%
YTD Return+1.40%+0.85%
1-Year Return+15.18%+7.33%
3-Year Return+19.11%+7.78%
5-Year Return+14.01%+5.04%
10-Year Return-+4.61%
Buy Score7460
Momentum Score4941
Value Score7463

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
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 0 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 +15.18% while IGBH returned +7.33%. FQAL outperformed over this period. Past performance does not guarantee future results.