IG vs MFEM

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Quick Verdict

IG has a lower expense ratio. MFEM delivered stronger 1-year returns. MFEM offers more diversification with 772 holdings.

Side-by-Side Comparison

MetricIGMFEM
Fund FamilyPrincipal FundsPIMCO (US)
Expense Ratio0.19%0.49%
AUM$166M$127M
Dividend Yield4.97%2.32%
Holdings Count231772
Inception Date2018-04-182017-08-31
Investment StyleLong Term Mid QualityLarge Cap Value
1-Month Return+0.38%+9.42%
YTD Return+0.43%+7.98%
1-Year Return+7.39%+37.08%
3-Year Return+4.29%+15.74%
5-Year Return-0.34%+7.46%
10-Year Return--
Buy Score7068
Momentum Score3579
Value Score5853

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, IG or MFEM?

IG has an expense ratio of 0.19% while MFEM charges 0.49%. IG is the cheaper option, saving you money on management fees over time.

Do IG and MFEM hold the same stocks?

IG and MFEM 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, IG or MFEM?

Over the past year, IG returned +7.39% while MFEM returned +37.08%. MFEM outperformed over this period. Past performance does not guarantee future results.