HFXI vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. HFXI delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricHFXISPGM
Fund FamilyINDEXIQ ETF TRUSTSPDR State Street Global Advisors
Expense Ratio0.20%0.09%
AUM$1.4B$1.5B
Dividend Yield3.71%1.80%
Holdings Count8432,954
Inception Date2015-07-222012-02-27
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+5.82%+3.34%
YTD Return+5.09%+2.71%
1-Year Return+28.39%+23.81%
3-Year Return+17.20%+19.04%
5-Year Return+12.06%+12.35%
10-Year Return+10.56%+5.47%
Buy Score7676
Momentum Score7159
Value Score6471

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 SPGM?

HFXI has an expense ratio of 0.20% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do HFXI and SPGM hold the same stocks?

HFXI and SPGM 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 SPGM?

Over the past year, HFXI returned +28.39% while SPGM returned +23.81%. HFXI outperformed over this period. Past performance does not guarantee future results.