IG vs TYO

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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

MetricIGTYO
Fund FamilyPrincipal FundsDirexion Shares ETF Trust
Expense Ratio0.19%1.00%
AUM$166M$9M
Dividend Yield4.97%3.85%
Holdings Count2316
Inception Date2018-04-182009-04-16
Investment StyleLong Term Mid QualityTrading-Inverse Debt
1-Month Return+0.38%+1.89%
YTD Return+0.43%+1.51%
1-Year Return+7.39%-5.33%
3-Year Return+4.29%+7.45%
5-Year Return-0.34%+12.86%
10-Year Return-+0.23%
Buy Score7055
Momentum Score3541
Value Score5836

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 TYO?

IG has an expense ratio of 0.19% while TYO charges 1.00%. IG is the cheaper option, saving you money on management fees over time.

Do IG and TYO hold the same stocks?

IG and TYO 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 TYO?

Over the past year, IG returned +7.39% while TYO returned -5.33%. IG outperformed over this period. Past performance does not guarantee future results.