IGBH vs NAN
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IGBH vs NAN
iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs Nuveen New York Quality Municipal Income Fund
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Quick Verdict
IGBH has a lower expense ratio. NAN delivered stronger 1-year returns. IGBH offers more diversification with 280 holdings.
Side-by-Side Comparison
| Metric | IGBH | NAN |
|---|---|---|
| Fund Family | iShares by BlackRock (US) | Nuveen |
| Expense Ratio | 0.14% | 3.77% |
| AUM | $198M | - |
| Dividend Yield | 5.68% | 7.50% |
| Holdings Count | 280 | 162 |
| Inception Date | 2015-07-22 | 1999-05-26 |
| Investment Style | Ultrashort Term Bond | Municipal New York |
| 1-Month Return | -0.35% | +1.67% |
| YTD Return | +1.98% | +4.39% |
| 1-Year Return | +8.04% | +11.20% |
| 3-Year Return | +8.04% | +3.43% |
| 5-Year Return | +5.27% | -0.93% |
| 10-Year Return | +4.42% | +3.35% |
| Buy Score | 60 | 43 |
| Momentum Score | 37 | 44 |
| Value Score | - | 20 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
79
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, IGBH or NAN?
IGBH has an expense ratio of 0.14% while NAN charges 3.77%. IGBH is the cheaper option, saving you money on management fees over time.
Do IGBH and NAN hold the same stocks?
IGBH and NAN share 0 common holdings with a 0.0% weight overlap. They hold 79 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, IGBH or NAN?
Over the past year, IGBH returned +8.04% while NAN returned +11.20%. NAN outperformed over this period. Past performance does not guarantee future results.