HUSV 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

MetricHUSVIGBH
Fund FamilyFirst Trust Portfolios (US)iShares by BlackRock (US)
Expense Ratio0.70%0.14%
AUM$75M$174M
Dividend Yield1.31%6.09%
Holdings Count102274
Inception Date2016-08-242015-07-22
Investment StyleLarge Cap BlendUltrashort Term Bond
1-Month Return+1.97%+0.89%
YTD Return+2.44%+0.85%
1-Year Return+3.07%+7.33%
3-Year Return+7.82%+7.78%
5-Year Return+8.85%+5.04%
10-Year Return-+4.61%
Buy Score6860
Momentum Score4641
Value Score4863

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, HUSV or IGBH?

HUSV has an expense ratio of 0.70% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do HUSV and IGBH hold the same stocks?

HUSV 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, HUSV or IGBH?

Over the past year, HUSV returned +3.07% while IGBH returned +7.33%. IGBH outperformed over this period. Past performance does not guarantee future results.