FTGS vs HFXI

vs

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

MetricFTGSHFXI
Fund FamilyFirst Trust Portfolios (US)INDEXIQ ETF TRUST
Expense Ratio0.60%0.20%
AUM$1.2B$1.4B
Dividend Yield0.16%3.71%
Holdings Count51843
Inception Date2022-10-252015-07-22
Investment StyleLarge Cap GrowthLarge Cap Blend
1-Month Return+1.50%+5.82%
YTD Return+1.44%+5.09%
1-Year Return+10.72%+28.39%
3-Year Return+18.08%+17.20%
5-Year Return-+12.06%
10-Year Return-+10.56%
Buy Score7176
Momentum Score4771
Value Score6664

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, FTGS or HFXI?

FTGS has an expense ratio of 0.60% while HFXI charges 0.20%. HFXI is the cheaper option, saving you money on management fees over time.

Do FTGS and HFXI hold the same stocks?

FTGS 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, FTGS or HFXI?

Over the past year, FTGS returned +10.72% while HFXI returned +28.39%. HFXI outperformed over this period. Past performance does not guarantee future results.