IG vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricIGSPGM
Fund FamilyPrincipal FundsSPDR State Street Global Advisors
Expense Ratio0.19%0.09%
AUM$166M$1.5B
Dividend Yield4.97%1.80%
Holdings Count2312,954
Inception Date2018-04-182012-02-27
Investment StyleLong Term Mid QualityLarge Cap Blend
1-Month Return+0.38%+3.34%
YTD Return+0.43%+2.71%
1-Year Return+7.39%+23.81%
3-Year Return+4.29%+19.04%
5-Year Return-0.34%+12.35%
10-Year Return-+5.47%
Buy Score7076
Momentum Score3559
Value Score5871

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 SPGM?

IG has an expense ratio of 0.19% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do IG and SPGM hold the same stocks?

IG and SPGM 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 SPGM?

Over the past year, IG returned +7.39% while SPGM returned +23.81%. SPGM outperformed over this period. Past performance does not guarantee future results.