HFXI vs SCHQ
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HFXI vs SCHQ
NYLI FTSE International Equity Currency Neutral ETF vs Schwab Long-Term US Treasury ETF
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Quick Verdict
SCHQ has a lower expense ratio. HFXI delivered stronger 1-year returns. HFXI offers more diversification with 843 holdings.
Side-by-Side Comparison
| Metric | HFXI | SCHQ |
|---|---|---|
| Fund Family | INDEXIQ ETF TRUST | Charles Schwab Asset Management |
| Expense Ratio | 0.20% | 0.03% |
| AUM | $1.4B | $923M |
| Dividend Yield | 3.71% | 4.43% |
| Holdings Count | 843 | 97 |
| Inception Date | 2015-07-22 | 2019-10-10 |
| Investment Style | Large Cap Blend | Long Term Government Bond |
| 1-Month Return | +5.82% | -0.06% |
| YTD Return | +5.09% | +0.09% |
| 1-Year Return | +28.39% | +4.22% |
| 3-Year Return | +17.20% | -1.99% |
| 5-Year Return | +12.06% | -6.92% |
| 10-Year Return | +10.56% | - |
| Buy Score | 76 | 61 |
| Momentum Score | 71 | 25 |
| Value Score | 64 | 73 |
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 SCHQ?
HFXI has an expense ratio of 0.20% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.
Do HFXI and SCHQ hold the same stocks?
HFXI and SCHQ 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 SCHQ?
Over the past year, HFXI returned +28.39% while SCHQ returned +4.22%. HFXI outperformed over this period. Past performance does not guarantee future results.