HFXI vs HUSV

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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

MetricHFXIHUSV
Fund FamilyINDEXIQ ETF TRUSTFirst Trust Portfolios (US)
Expense Ratio0.20%0.70%
AUM$1.4B$75M
Dividend Yield3.71%1.31%
Holdings Count843102
Inception Date2015-07-222016-08-24
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+5.82%+1.97%
YTD Return+5.09%+2.44%
1-Year Return+28.39%+3.07%
3-Year Return+17.20%+7.82%
5-Year Return+12.06%+8.85%
10-Year Return+10.56%-
Buy Score7668
Momentum Score6945
Value Score6448

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
861
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, HFXI or HUSV?

HFXI has an expense ratio of 0.20% while HUSV charges 0.70%. HFXI is the cheaper option, saving you money on management fees over time.

Do HFXI and HUSV hold the same stocks?

HFXI and HUSV share 0 common holdings with a 0.0% weight overlap. They hold 861 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, HFXI or HUSV?

Over the past year, HFXI returned +28.39% while HUSV returned +3.07%. HFXI outperformed over this period. Past performance does not guarantee future results.