IGBH vs TYLG

IGBH vs TYLG
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Quick Verdict

IGBH has a lower expense ratio. TYLG delivered stronger 1-year returns. IGBH offers more diversification with 4,130 holdings.

Lower Fees: IGBHHigher Returns: TYLGMore Diversified: IGBH

Side-by-Side Comparison

MetricIGBHTYLGWinner
Expense Ratio0.14%0.60%
AUM$233M$15M
Dividend Yield5.62%8.89%
Holdings4,13078
YTD Return+2.18%+21.18%
1Y Return+5.92%+35.64%
3Y Return (annualized)+7.66%+23.66%
5Y Return (annualized)+5.45%-
Volatility (annualized)7.5%15.8%
Max Drawdown-38.9%-24.5%
Fund FamilyiShares by BlackRock (US)Global X by mirae Asset
CategoryFixed IncomeAlternative
InceptionJul 22, 2015Nov 21, 2022

IGBH vs TYLG Performance

iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) is a ETF from iShares by BlackRock (US) and Global X Information Technology Covered Call & Growth ETF (TYLG) is a ETF from Global X by mirae Asset. Over the past year IGBH returned +5.92% while TYLG returned +35.64%. Year to date, IGBH is up 2.18% versus a gain of 21.18% for TYLG.

Over three years, IGBH compounded at +7.66% per year against +23.66% for TYLG. Across the full 4-year window we track, TYLG has the edge at +25.12% annualized vs +2.91%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TYLG has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 7.5% for IGBH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -38.9% for IGBH and -24.5% for TYLG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IGBH charges 0.14% per year while TYLG charges 0.60%. On a $10,000 position that is $14 vs $60 annually, a gap of $46 per year that compounds over a long holding period. On income, IGBH currently yields 5.62% against 8.89% for TYLG.

Holdings Overlap

0.0%overlap

IGBH and TYLG share 0 holdings out of 150 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IGBH or TYLG?

IGBH has an expense ratio of 0.14% while TYLG charges 0.60%. IGBH is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, IGBH or TYLG?

Over the past year IGBH returned +5.92% vs +35.64% for TYLG, so TYLG leads on 1-year performance. Over the longest common window we track (4 years), IGBH annualized +2.91% vs +25.12% for TYLG. Past performance does not guarantee future results.

Which is riskier, IGBH or TYLG?

TYLG has been the more volatile fund at 15.8% annualized versus 7.5% for IGBH. Worst drawdown: IGBH -38.9% vs TYLG -24.5%.

Should I hold both IGBH and TYLG?

IGBH and TYLG have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IGBH and TYLG?

IGBH and TYLG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 150 unique securities.

Which pays a higher dividend, IGBH or TYLG?

IGBH yields 5.62% while TYLG yields 8.89%, so TYLG currently pays the higher dividend yield.

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