IG vs TLTP

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Quick Verdict

IG has a lower expense ratio. TLTP delivered stronger 1-year returns. IG offers more diversification with 145 holdings.

Side-by-Side Comparison

MetricIGTLTP
Fund FamilyPrincipal FundsAmplify ETFs
Expense Ratio0.19%0.39%
AUM$200M$22M
Dividend Yield5.07%14.33%
Holdings Count2485
Inception Date2018-04-182024-10-29
Investment StyleLong Term Mid QualityMulti Alternative
1-Month Return+0.81%+0.31%
YTD Return+1.00%+1.48%
1-Year Return+6.53%+7.00%
3-Year Return+5.37%-
5-Year Return+0.29%-
10-Year Return--
Buy Score7350
Momentum Score3031
Value Score55-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
148
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 148 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 +6.53% while TLTP returned +7.00%. TLTP outperformed over this period. Past performance does not guarantee future results.