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 2985 holdings.

Side-by-Side Comparison

MetricIGBHSPGM
Fund FamilyiShares by BlackRock (US)SPDR State Street Global Advisors
Expense Ratio0.14%0.09%
AUM$198M$1.8B
Dividend Yield5.68%1.80%
Holdings Count2802,985
Inception Date2015-07-222012-02-27
Investment StyleUltrashort Term BondLarge Cap Blend
1-Month Return-0.35%-0.57%
YTD Return+1.98%+11.62%
1-Year Return+8.04%+26.38%
3-Year Return+8.04%+20.15%
5-Year Return+5.27%+11.37%
10-Year Return+4.42%+5.53%
Buy Score6077
Momentum Score3769
Value Score-66

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

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 +8.04% while SPGM returned +26.38%. SPGM outperformed over this period. Past performance does not guarantee future results.