HFXI vs SPGM
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HFXI vs SPGM
NYLI FTSE International Equity Currency Neutral ETF vs State Street SPDR Portfolio MSCI Global Stock Market ETF
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Quick Verdict
SPGM has a lower expense ratio. HFXI delivered stronger 1-year returns. SPGM offers more diversification with 2834 holdings.
Side-by-Side Comparison
| Metric | HFXI | SPGM |
|---|---|---|
| Fund Family | INDEXIQ ETF TRUST | SPDR State Street Global Advisors |
| Expense Ratio | 0.20% | 0.09% |
| AUM | $1.4B | $1.5B |
| Dividend Yield | 3.71% | 1.80% |
| Holdings Count | 843 | 2,954 |
| Inception Date | 2015-07-22 | 2012-02-27 |
| Investment Style | Large Cap Blend | Large 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 Score | 76 | 76 |
| Momentum Score | 71 | 59 |
| Value Score | 64 | 71 |
Holdings Overlap
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 259 common holdings with a 14.3% weight overlap. They hold 3336 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.