HFXI vs IGBH

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Quick Verdict

IGBH has a lower expense ratio. HFXI delivered stronger 1-year returns. HFXI offers more diversification with 761 holdings.

Side-by-Side Comparison

MetricHFXIIGBH
Fund FamilyINDEXIQ ETF TRUSTiShares by BlackRock (US)
Expense Ratio0.20%0.14%
AUM$1.4B$174M
Dividend Yield3.71%6.09%
Holdings Count843274
Inception Date2015-07-222015-07-22
Investment StyleLarge Cap BlendUltrashort Term Bond
1-Month Return+5.82%+0.89%
YTD Return+5.09%+0.85%
1-Year Return+28.39%+7.33%
3-Year Return+17.20%+7.78%
5-Year Return+12.06%+5.04%
10-Year Return+10.56%+4.61%
Buy Score7660
Momentum Score7141
Value Score6463

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
763
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, HFXI or IGBH?

HFXI has an expense ratio of 0.20% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do HFXI and IGBH hold the same stocks?

HFXI and IGBH share 0 common holdings with a 0.0% weight overlap. They hold 763 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, HFXI or IGBH?

Over the past year, HFXI returned +28.39% while IGBH returned +7.33%. HFXI outperformed over this period. Past performance does not guarantee future results.