IG vs TLTP

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Quick Verdict

IG has a lower expense ratio. IG delivered stronger 1-year returns. IG offers more diversification with 231 holdings.

Side-by-Side Comparison

MetricIGTLTP
Fund FamilyPrincipal FundsAmplify ETFs
Expense Ratio0.19%0.39%
AUM$166M$29M
Dividend Yield4.97%12.19%
Holdings Count2314
Inception Date2018-04-182024-10-29
Investment StyleLong Term Mid QualityMulti Alternative
1-Month Return+0.38%-0.50%
YTD Return+0.43%-0.27%
1-Year Return+7.39%+4.33%
3-Year Return+4.29%-
5-Year Return-0.34%-
10-Year Return--
Buy Score7056
Momentum Score3523
Value Score58-

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 TLTP?

IG has an expense ratio of 0.19% while TLTP charges 0.39%. IG is the cheaper option, saving you money on management fees over time.

Do IG and TLTP hold the same stocks?

IG and TLTP 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 TLTP?

Over the past year, IG returned +7.39% while TLTP returned +4.33%. IG outperformed over this period. Past performance does not guarantee future results.