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 843 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
0
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 0 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.