IQM vs TLG

IQM vs TLG

Which is better, IQM or TLG?

IQM has been ahead.

IQM has a lower expense ratio. IQM led over 1Y. IQM is less concentrated, with 43.7% of the fund in its ten largest positions against 63.5%.

Lower Fees: IQMHigher Returns (1Y): IQMLess Concentrated: IQM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIQMTLG
Expense Ratio0.50%Best0.67%
AUM$86M$110M
Dividend Yield0.00%0.00%
Holdings8372
YTD Return+14.99%Best+13.31%
1Y Return+16.23%-
3Y Return (annualized)+31.88%-
5Y Return (annualized)+15.66%-
Top 10 Weight43.7%Best63.5%
Fund FamilyFranklin Templeton Investments (US)Touchstone Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionFeb 25, 2020Mar 16, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IQM vs TLG growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare IQM against instead:IQM vs SPYIQM vs QQQIQM vs VOOIQM vs VTITLG against:TLG vs VXUS

IQM vs TLG Performance

Franklin Intelligent Machines ETF (IQM) is an ETF from Franklin Templeton Investments (US) and Touchstone Large Company Growth ETF (TLG) is an ETF from Touchstone Investments. Year to date, IQM is up 14.99% versus a gain of 13.31% for TLG.

Past performance does not guarantee future results.

Fees and Cost Over Time

IQM charges 0.50% per year while TLG charges 0.67%. On a $10,000 position that is $50 vs $67 annually, a gap of $17 per year that compounds over a long holding period. On income, IQM currently yields 0.00% against 0.00% for TLG.

Holdings Overlap

IQM already in TLG35.1%
TLG already in IQM57.3%

35.1% of IQM's money is in holdings TLG also owns. 57.3% of TLG's money is in holdings IQM also owns.

The two portfolios partly overlap.

16 positions in common, counted across the 81 positions we hold weights for in IQM and 35 in TLG, against full books of 83 and 72.

What only one of them owns

Our book lists 18 positions for TLG that do not appear in our book for IQM (41.5% of the fund), and 44 for IQM that do not appear in TLG (45.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IQMWeight in TLGDifference
NVDANvidia Corp7.92%16.25%8.33%
AVGOBroadcom Inc3.90%5.90%2.00%
GOOGLAlphabet Inc1.08%8.19%7.11%
ANETArista Networks Inc Common Stock2.64%4.54%1.90%
2330:TWTaiwan Semiconductor Manufacturing Co Ltd6.16%0.74%5.42%
GEVGe Vernova, Inc.3.09%3.57%0.48%
LITELumentum Holdings Inc2.12%1.78%0.34%
APHAmphenol Corp. Class A1.37%2.50%1.13%
TERTeradyne Inc - Common3.03%0.67%2.36%
HWMHowmet Aerospace0.36%2.87%2.51%

57.3% of TLG is already inside IQM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IQMTLG

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Frequently Asked Questions

Which is cheaper, IQM or TLG?

IQM has an expense ratio of 0.50% while TLG charges 0.67%. IQM is the cheaper option, by $17 a year on a $10,000 investment.

What is the holdings overlap between IQM and TLG?

57.3% of TLG's money is in holdings IQM also owns. 57.3% of TLG's is in holdings IQM also owns. They hold 16 positions in common, counted across the 81 positions we hold weights for in IQM and 35 in TLG.

Which pays a higher dividend, IQM or TLG?

IQM yields 0.00% while TLG yields 0.00%, so TLG currently pays the higher dividend yield.

Is TLG better than IQM?

IQM has a lower expense ratio. IQM led over 1Y. IQM is less concentrated, with 43.7% of the fund in its ten largest positions against 63.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.