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 843 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 Score7146
Value Score6448

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, 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 0 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.