HCOM vs IGBH

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Quick Verdict

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

Side-by-Side Comparison

MetricHCOMIGBH
Fund FamilyHartford FundsiShares by BlackRock (US)
Expense Ratio0.59%0.14%
AUM$9M$174M
Dividend Yield10.95%6.09%
Holdings Count55274
Inception Date2021-09-142015-07-22
Investment StyleCommoditiesUltrashort Term Bond
1-Month Return-1.05%+0.89%
YTD Return+4.57%+0.85%
1-Year Return+2.31%+7.33%
3-Year Return-5.19%+7.78%
5-Year Return-+5.04%
10-Year Return-+4.61%
Buy Score6060
Momentum Score5541
Value Score6563

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, HCOM or IGBH?

HCOM has an expense ratio of 0.59% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do HCOM and IGBH hold the same stocks?

HCOM 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, HCOM or IGBH?

Over the past year, HCOM returned +2.31% while IGBH returned +7.33%. IGBH outperformed over this period. Past performance does not guarantee future results.