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 231 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
0
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 0 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.