IWFG vs TLG

IWFG vs TLG

Which is better, IWFG or TLG?

IWFG has been ahead.

IWFG has a lower expense ratio. IWFG led over 1Y. TLG is less concentrated, with 63.5% of the fund in its ten largest positions against 64.2%.

Lower Fees: IWFGHigher Returns (1Y): IWFGLess Concentrated: TLG

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

MetricIWFGTLG
Expense Ratio0.46%Best0.67%
AUM$27M$110M
Dividend Yield0.00%0.00%
Holdings5872
YTD Return+3.74%+13.31%Best
1Y Return+3.78%-
3Y Return (annualized)+22.23%-
Top 10 Weight64.2%63.5%Best
Fund FamilyNew York Life InvestmentsTouchstone Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJun 22, 2022Mar 16, 2026

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

IWFG 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 IWFG against instead:IWFG vs SPYIWFG vs QQQIWFG vs VOOIWFG vs VTITLG against:TLG vs VXUS

IWFG vs TLG Performance

NYLIM Winslow Focused Large Cap Growth ETF (IWFG) is an ETF from New York Life Investments and Touchstone Large Company Growth ETF (TLG) is an ETF from Touchstone Investments. Year to date, IWFG is up 3.74% versus a gain of 13.31% for TLG.

Past performance does not guarantee future results.

Fees and Cost Over Time

IWFG charges 0.46% per year while TLG charges 0.67%. On a $10,000 position that is $46 vs $67 annually, a gap of $21 per year that compounds over a long holding period. On income, IWFG currently yields 0.00% against 0.00% for TLG.

Holdings Overlap

IWFG already in TLG46.1%
TLG already in IWFG53.9%

46.1% of IWFG's money is in holdings TLG also owns. 53.9% of TLG's money is in holdings IWFG also owns.

The two portfolios partly overlap.

10 positions in common, counted across the 27 positions we hold weights for in IWFG and 35 in TLG, against full books of 58 and 72.

What only one of them owns

Our book lists 22 positions for TLG that do not appear in our book for IWFG (42.2% of the fund), and 16 for IWFG that do not appear in TLG (51.3%).

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 IWFGWeight in TLGDifference
NVDANvidia Corp14.99%16.25%1.26%
MSFTMicrosoft Corp6.57%7.00%0.43%
AMZNAmazon.Com Inc6.24%6.03%0.21%
METAMeta Platforms Inc4.47%5.19%0.72%
AVGOBroadcom Inc3.71%5.90%2.19%
ANETArista Networks Inc3.58%4.54%0.96%
APHAmphenol Corp. Class A1.94%2.50%0.56%
GEGeneral Electric Co.1.86%1.85%0.01%
HWMHowmet Aerospace0.83%2.87%2.04%
LITELumentum Holdings Inc1.87%1.78%0.09%

53.9% of TLG is already inside IWFG.

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

IWFGTLG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IWFG or TLG?

IWFG has an expense ratio of 0.46% while TLG charges 0.67%. IWFG is the cheaper option, by $21 a year on a $10,000 investment.

What is the holdings overlap between IWFG and TLG?

53.9% of TLG's money is in holdings IWFG also owns. 53.9% of TLG's is in holdings IWFG also owns. They hold 10 positions in common, counted across the 27 positions we hold weights for in IWFG and 35 in TLG.

Which pays a higher dividend, IWFG or TLG?

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

Is TLG better than IWFG?

IWFG has a lower expense ratio. IWFG led over 1Y. TLG is less concentrated, with 63.5% of the fund in its ten largest positions against 64.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.