CGW vs HFXI

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Quick Verdict

HFXI has a lower expense ratio. HFXI delivered stronger 1-year returns. HFXI offers more diversification with 843 holdings.

Side-by-Side Comparison

MetricCGWHFXI
Fund FamilyInvesco (US)INDEXIQ ETF TRUST
Expense Ratio0.59%0.20%
AUM$1.0B$1.4B
Dividend Yield1.45%3.71%
Holdings Count77843
Inception Date2007-05-142015-07-22
Investment StyleMid Cap BlendLarge Cap Blend
1-Month Return+4.39%+5.82%
YTD Return+7.98%+5.09%
1-Year Return+23.15%+28.39%
3-Year Return+12.85%+17.20%
5-Year Return+8.95%+12.06%
10-Year Return+11.62%+10.56%
Buy Score8176
Momentum Score8371
Value Score5264

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, CGW or HFXI?

CGW has an expense ratio of 0.59% while HFXI charges 0.20%. HFXI is the cheaper option, saving you money on management fees over time.

Do CGW and HFXI hold the same stocks?

CGW and HFXI 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, CGW or HFXI?

Over the past year, CGW returned +23.15% while HFXI returned +28.39%. HFXI outperformed over this period. Past performance does not guarantee future results.