GTOS 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

MetricGTOSHFXI
Fund FamilyInvesco (US)INDEXIQ ETF TRUST
Expense Ratio0.30%0.20%
AUM$119M$1.4B
Dividend Yield4.73%3.71%
Holdings Count508843
Inception Date2022-12-092015-07-22
Investment StyleShort Term High Yield BondLarge Cap Blend
1-Month Return+0.09%+5.82%
YTD Return+0.04%+5.09%
1-Year Return+5.29%+28.39%
3-Year Return+4.99%+17.20%
5-Year Return-+12.06%
10-Year Return-+10.56%
Buy Score5276
Momentum Score2671
Value Score-64

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, GTOS or HFXI?

GTOS has an expense ratio of 0.30% while HFXI charges 0.20%. HFXI is the cheaper option, saving you money on management fees over time.

Do GTOS and HFXI hold the same stocks?

GTOS 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, GTOS or HFXI?

Over the past year, GTOS returned +5.29% while HFXI returned +28.39%. HFXI outperformed over this period. Past performance does not guarantee future results.