HFXI vs MFEM

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Quick Verdict

MFEM offers more diversification with 699 holdings.

Side-by-Side Comparison

MetricHFXIMFEM
Fund FamilyNew York Life Investments ETF TrustPIMCO (US)
Expense Ratio-0.49%
AUM-$145M
Dividend Yield-2.14%
Holdings Count-730
Inception Date-2017-08-31
Investment Style-Large Cap Value
1-Month Return--5.75%
YTD Return-+20.38%
1-Year Return-+36.47%
3-Year Return-+20.04%
5-Year Return-+7.58%
10-Year Return--
Buy Score-81
Momentum Score-84
Value Score-52

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
699
Total Unique

Frequently Asked Questions

Which has lower fees, HFXI or MFEM?

Expense ratio data is not currently available.

Do HFXI and MFEM hold the same stocks?

HFXI and MFEM share 0 common holdings with a 0.0% weight overlap. They hold 699 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, HFXI or MFEM?

Historical return data is not currently available for comparison.