FQAL vs HFXI

vs

Quick Verdict

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

Side-by-Side Comparison

MetricFQALHFXI
Fund FamilyFidelity Investments (US)INDEXIQ ETF TRUST
Expense Ratio0.15%0.20%
AUM$1.2B$1.4B
Dividend Yield1.10%3.71%
Holdings Count130843
Inception Date2016-09-122015-07-22
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+1.52%+5.82%
YTD Return+1.40%+5.09%
1-Year Return+15.18%+28.39%
3-Year Return+19.11%+17.20%
5-Year Return+14.01%+12.06%
10-Year Return-+10.56%
Buy Score7476
Momentum Score4971
Value Score7464

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, FQAL or HFXI?

FQAL has an expense ratio of 0.15% while HFXI charges 0.20%. FQAL is the cheaper option, saving you money on management fees over time.

Do FQAL and HFXI hold the same stocks?

FQAL 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, FQAL or HFXI?

Over the past year, FQAL returned +15.18% while HFXI returned +28.39%. HFXI outperformed over this period. Past performance does not guarantee future results.