IGBH vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricIGBHSPGM
Fund FamilyiShares by BlackRock (US)SPDR State Street Global Advisors
Expense Ratio0.14%0.09%
AUM$174M$1.5B
Dividend Yield6.09%1.80%
Holdings Count2742,954
Inception Date2015-07-222012-02-27
Investment StyleUltrashort Term BondLarge Cap Blend
1-Month Return+0.89%+3.34%
YTD Return+0.85%+2.71%
1-Year Return+7.33%+23.81%
3-Year Return+7.78%+19.04%
5-Year Return+5.04%+12.35%
10-Year Return+4.61%+5.47%
Buy Score6076
Momentum Score4159
Value Score6371

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, IGBH or SPGM?

IGBH has an expense ratio of 0.14% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do IGBH and SPGM hold the same stocks?

IGBH and SPGM 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, IGBH or SPGM?

Over the past year, IGBH returned +7.33% while SPGM returned +23.81%. SPGM outperformed over this period. Past performance does not guarantee future results.