HFXI vs INCE
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HFXI vs INCE
NYLI FTSE International Equity Currency Neutral ETF vs Franklin Income Equity Focus ETF
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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
| Metric | HFXI | INCE |
|---|---|---|
| Fund Family | INDEXIQ ETF TRUST | Franklin Templeton Investments (US) |
| Expense Ratio | 0.20% | 0.29% |
| AUM | $1.4B | $108M |
| Dividend Yield | 3.71% | 4.95% |
| Holdings Count | 843 | 81 |
| Inception Date | 2015-07-22 | 2016-09-20 |
| Investment Style | Large Cap Blend | Large Cap Value |
| 1-Month Return | +5.82% | +4.05% |
| YTD Return | +5.09% | +9.87% |
| 1-Year Return | +28.39% | +21.86% |
| 3-Year Return | +17.20% | +17.31% |
| 5-Year Return | +12.06% | +13.21% |
| 10-Year Return | +10.56% | - |
| Buy Score | 76 | 78 |
| Momentum Score | 71 | 88 |
| Value Score | 64 | 59 |
Holdings Overlap
0.7%
Weight Overlap
1
Shared Holdings
801
Total Unique
Top Shared Holdings
| Ticker | HFXI Weight | INCE Weight |
|---|---|---|
| AZN:LN | 1.14% | 0.65% |
Sector Allocation
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Frequently Asked Questions
Which has lower fees, HFXI or INCE?
HFXI has an expense ratio of 0.20% while INCE charges 0.29%. HFXI is the cheaper option, saving you money on management fees over time.
Do HFXI and INCE hold the same stocks?
HFXI and INCE share 1 common holdings with a 0.7% weight overlap. They hold 801 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, HFXI or INCE?
Over the past year, HFXI returned +28.39% while INCE returned +21.86%. HFXI outperformed over this period. Past performance does not guarantee future results.