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 182 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 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 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 185 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.