IGBH vs VGI
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IGBH vs VGI
iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs Virtus Global Multi-Sector Income Fund
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Quick Verdict
IGBH has a lower expense ratio. VGI delivered stronger 1-year returns. VGI offers more diversification with 434 holdings.
Side-by-Side Comparison
| Metric | IGBH | VGI |
|---|---|---|
| Fund Family | iShares by BlackRock (US) | Virtus Investment Partners |
| Expense Ratio | 0.14% | 1.74% |
| AUM | $198M | $90M |
| Dividend Yield | 5.68% | 11.98% |
| Holdings Count | 280 | 646 |
| Inception Date | 2015-07-22 | 2012-02-23 |
| Investment Style | Ultrashort Term Bond | Diversified Sectoral Bond |
| 1-Month Return | -0.35% | +0.37% |
| YTD Return | +1.98% | +3.00% |
| 1-Year Return | +8.04% | +9.83% |
| 3-Year Return | +8.04% | +9.14% |
| 5-Year Return | +5.27% | +2.26% |
| 10-Year Return | +4.42% | +3.48% |
| Buy Score | 60 | 58 |
| Momentum Score | 37 | 41 |
| Value Score | - | 33 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
436
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, IGBH or VGI?
IGBH has an expense ratio of 0.14% while VGI charges 1.74%. IGBH is the cheaper option, saving you money on management fees over time.
Do IGBH and VGI hold the same stocks?
IGBH and VGI share 0 common holdings with a 0.0% weight overlap. They hold 436 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, IGBH or VGI?
Over the past year, IGBH returned +8.04% while VGI returned +9.83%. VGI outperformed over this period. Past performance does not guarantee future results.