FTGS vs IGBH

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Quick Verdict

IGBH has a lower expense ratio. FTGS delivered stronger 1-year returns. FTGS offers more diversification with 50 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
52
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 52 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.