FTGS vs IG

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Quick Verdict

IG has a lower expense ratio. FTGS delivered stronger 1-year returns. IG offers more diversification with 182 holdings.

Side-by-Side Comparison

MetricFTGSIG
Fund FamilyFirst Trust Portfolios (US)Principal Funds
Expense Ratio0.60%0.19%
AUM$1.2B$166M
Dividend Yield0.16%4.97%
Holdings Count51231
Inception Date2022-10-252018-04-18
Investment StyleLarge Cap GrowthLong Term Mid Quality
1-Month Return+1.50%+0.38%
YTD Return+1.44%+0.43%
1-Year Return+10.72%+7.39%
3-Year Return+18.08%+4.29%
5-Year Return--0.34%
10-Year Return--
Buy Score7170
Momentum Score4735
Value Score6658

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
232
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FTGS or IG?

FTGS has an expense ratio of 0.60% while IG charges 0.19%. IG is the cheaper option, saving you money on management fees over time.

Do FTGS and IG hold the same stocks?

FTGS and IG share 0 common holdings with a 0.0% weight overlap. They hold 232 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FTGS or IG?

Over the past year, FTGS returned +10.72% while IG returned +7.39%. FTGS outperformed over this period. Past performance does not guarantee future results.