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 843 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
0
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 0 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.