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 761 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 Score2669
Value Score-64

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
1041
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 1041 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.