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 759 holdings.

Side-by-Side Comparison

MetricCGWHFXI
Fund FamilyInvesco (US)INDEXIQ ETF TRUST
Expense Ratio0.58%0.20%
AUM$1.0B$1.9B
Dividend Yield1.52%3.96%
Holdings Count82858
Inception Date2007-05-142015-07-22
Investment StyleMid Cap BlendLarge Cap Blend
1-Month Return+5.03%+0.28%
YTD Return+3.29%+16.03%
1-Year Return+6.67%+32.86%
3-Year Return+9.93%+20.07%
5-Year Return+5.67%+12.42%
10-Year Return+9.87%+11.79%
Buy Score6179
Momentum Score3977
Value Score7075

Holdings Overlap

0.2%
Weight Overlap
4
Shared Holdings
823
Total Unique

Top Shared Holdings

TickerCGW WeightHFXI Weight
UU:LN4.32%0.06%
SVT:LN4.10%0.05%
6370:JP2.07%0.04%
021240:KR0.56%0.03%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, CGW or HFXI?

CGW has an expense ratio of 0.58% 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 4 common holdings with a 0.2% weight overlap. They hold 823 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 +6.67% while HFXI returned +32.86%. HFXI outperformed over this period. Past performance does not guarantee future results.