HFXI vs IG
vs
HFXI vs IG
NYLI FTSE International Equity Currency Neutral ETF vs Principal Investment Grade Corporate Active ETF
vs
✓All holdings
✓Overlap Analysis
✓ETF Screener
✓Compare ETFs
Quick Verdict
IG has a lower expense ratio. HFXI delivered stronger 1-year returns. HFXI offers more diversification with 761 holdings.
Side-by-Side Comparison
| Metric | HFXI | IG |
|---|---|---|
| Fund Family | INDEXIQ ETF TRUST | Principal Funds |
| Expense Ratio | 0.20% | 0.19% |
| AUM | $1.4B | $166M |
| Dividend Yield | 3.71% | 4.97% |
| Holdings Count | 843 | 231 |
| Inception Date | 2015-07-22 | 2018-04-18 |
| Investment Style | Large Cap Blend | Long Term Mid Quality |
| 1-Month Return | +5.82% | +0.38% |
| YTD Return | +5.09% | +0.43% |
| 1-Year Return | +28.39% | +7.39% |
| 3-Year Return | +17.20% | +4.29% |
| 5-Year Return | +12.06% | -0.34% |
| 10-Year Return | +10.56% | - |
| Buy Score | 76 | 70 |
| Momentum Score | 71 | 35 |
| Value Score | 64 | 58 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
943
Total Unique
Sector Allocation
Loading chart...
Frequently Asked Questions
Which has lower fees, HFXI or IG?
HFXI has an expense ratio of 0.20% while IG charges 0.19%. IG is the cheaper option, saving you money on management fees over time.
Do HFXI and IG hold the same stocks?
HFXI and IG share 0 common holdings with a 0.0% weight overlap. They hold 943 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, HFXI or IG?
Over the past year, HFXI returned +28.39% while IG returned +7.39%. HFXI outperformed over this period. Past performance does not guarantee future results.