FTGS 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

MetricFTGSHFXI
Fund FamilyFirst Trust Portfolios (US)INDEXIQ ETF TRUST
Expense Ratio0.60%0.20%
AUM$1.3B$1.9B
Dividend Yield0.08%3.96%
Holdings Count51858
Inception Date2022-10-252015-07-22
Investment StyleLarge Cap GrowthLarge Cap Blend
1-Month Return-1.12%+0.28%
YTD Return+4.73%+16.03%
1-Year Return+8.32%+32.86%
3-Year Return+16.75%+20.07%
5-Year Return-+12.42%
10-Year Return-+11.79%
Buy Score6779
Momentum Score4477
Value Score7275

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
809
Total Unique

Sector Allocation

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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 809 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 +8.32% while HFXI returned +32.86%. HFXI outperformed over this period. Past performance does not guarantee future results.