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 182 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
185
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 185 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.