HCOM 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

MetricHCOMHFXI
Fund FamilyHartford FundsINDEXIQ ETF TRUST
Expense Ratio0.59%0.20%
AUM$9M$1.4B
Dividend Yield10.95%3.71%
Holdings Count55843
Inception Date2021-09-142015-07-22
Investment StyleCommoditiesLarge Cap Blend
1-Month Return-1.05%+5.82%
YTD Return+4.57%+5.09%
1-Year Return+2.31%+28.39%
3-Year Return-5.19%+17.20%
5-Year Return-+12.06%
10-Year Return-+10.56%
Buy Score6076
Momentum Score5571
Value Score6564

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
761
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, HCOM or HFXI?

HCOM has an expense ratio of 0.59% while HFXI charges 0.20%. HFXI is the cheaper option, saving you money on management fees over time.

Do HCOM and HFXI hold the same stocks?

HCOM and HFXI share 0 common holdings with a 0.0% weight overlap. They hold 761 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, HCOM or HFXI?

Over the past year, HCOM returned +2.31% while HFXI returned +28.39%. HFXI outperformed over this period. Past performance does not guarantee future results.