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 843 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
0
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 0 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.