HFXI vs IZRL

vs

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

MetricHFXIIZRL
Fund FamilyINDEXIQ ETF TRUSTArk Invest
Expense Ratio0.20%0.49%
AUM$1.4B$127M
Dividend Yield3.71%2.83%
Holdings Count84365
Inception Date2015-07-222017-12-04
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+5.82%+2.42%
YTD Return+5.09%+1.88%
1-Year Return+28.39%+27.23%
3-Year Return+17.20%+17.68%
5-Year Return+12.06%-1.17%
10-Year Return+10.56%-
Buy Score7668
Momentum Score7153
Value Score6470

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, HFXI or IZRL?

HFXI has an expense ratio of 0.20% while IZRL charges 0.49%. HFXI is the cheaper option, saving you money on management fees over time.

Do HFXI and IZRL hold the same stocks?

HFXI and IZRL 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 IZRL?

Over the past year, HFXI returned +28.39% while IZRL returned +27.23%. HFXI outperformed over this period. Past performance does not guarantee future results.