HFXI vs SAWS

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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

MetricHFXISAWS
Fund FamilyINDEXIQ ETF TRUSTAdvisors Asset Management, Inc.
Expense Ratio0.20%0.55%
AUM$1.4B$6M
Dividend Yield3.71%0.02%
Holdings Count84371
Inception Date2015-07-222024-07-30
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+5.82%+4.06%
YTD Return+5.09%+3.70%
1-Year Return+28.39%+8.69%
3-Year Return+17.20%-
5-Year Return+12.06%-
10-Year Return+10.56%-
Buy Score7666
Momentum Score7161
Value Score6449

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
831
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, HFXI or SAWS?

HFXI has an expense ratio of 0.20% while SAWS charges 0.55%. HFXI is the cheaper option, saving you money on management fees over time.

Do HFXI and SAWS hold the same stocks?

HFXI and SAWS share 0 common holdings with a 0.0% weight overlap. They hold 831 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, HFXI or SAWS?

Over the past year, HFXI returned +28.39% while SAWS returned +8.69%. HFXI outperformed over this period. Past performance does not guarantee future results.