FTGS vs IGBH

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Quick Verdict

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

Side-by-Side Comparison

MetricFTGSIGBH
Fund FamilyFirst Trust Portfolios (US)iShares by BlackRock (US)
Expense Ratio0.60%0.14%
AUM$1.2B$174M
Dividend Yield0.16%6.09%
Holdings Count51274
Inception Date2022-10-252015-07-22
Investment StyleLarge Cap GrowthUltrashort Term Bond
1-Month Return+1.50%+0.89%
YTD Return+1.44%+0.85%
1-Year Return+10.72%+7.33%
3-Year Return+18.08%+7.78%
5-Year Return-+5.04%
10-Year Return-+4.61%
Buy Score7160
Momentum Score4741
Value Score6663

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 IGBH?

FTGS has an expense ratio of 0.60% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do FTGS and IGBH hold the same stocks?

FTGS 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, FTGS or IGBH?

Over the past year, FTGS returned +10.72% while IGBH returned +7.33%. FTGS outperformed over this period. Past performance does not guarantee future results.