GLOW vs HFXI

GLOW vs HFXI
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Quick Verdict

HFXI has a lower expense ratio. HFXI delivered stronger 1-year returns. HFXI offers more diversification with 876 holdings.

Lower Fees: HFXIHigher Returns: HFXIMore Diversified: HFXI

Side-by-Side Comparison

MetricGLOWHFXIWinner
Expense Ratio0.72%0.20%
AUM$68M$2.1B
Dividend Yield1.41%3.39%
Holdings16876
YTD Return+14.50%+17.30%
1Y Return+24.54%+29.54%
3Y Return (annualized)-+21.69%
5Y Return (annualized)-+12.45%
Volatility (annualized)10.7%13.8%
Max Drawdown-15.6%-34.2%
Fund FamilyVictory Capital Management Inc.INDEXIQ ETF TRUST
CategoryEquityEquity
InceptionJun 21, 2024Jul 22, 2015

GLOW vs HFXI Performance

VictoryShares WestEnd Global Equity ETF (GLOW) is a ETF from Victory Capital Management Inc. and NYLI FTSE International Equity Currency Neutral ETF (HFXI) is a ETF from INDEXIQ ETF TRUST. Over the past year GLOW returned +24.54% while HFXI returned +29.54%. Year to date, GLOW is up 14.50% versus a gain of 17.30% for HFXI.

Risk: Volatility and Drawdowns

HFXI has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 10.7% for GLOW. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -15.6% for GLOW and -34.2% for HFXI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GLOW charges 0.72% per year while HFXI charges 0.20%. On a $10,000 position that is $72 vs $20 annually, a gap of $52 per year that compounds over a long holding period. On income, GLOW currently yields 1.41% against 3.39% for HFXI.

Holdings Overlap

0.0%overlap

GLOW and HFXI share 0 holdings out of 756 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, GLOW or HFXI?

GLOW has an expense ratio of 0.72% while HFXI charges 0.20%. HFXI is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, GLOW or HFXI?

Over the past year GLOW returned +24.54% vs +29.54% for HFXI, so HFXI leads on 1-year performance. Over the longest common window we track (2 years), GLOW annualized +19.48% vs +7.92% for HFXI. Past performance does not guarantee future results.

Which is riskier, GLOW or HFXI?

HFXI has been the more volatile fund at 13.8% annualized versus 10.7% for GLOW. Worst drawdown: GLOW -15.6% vs HFXI -34.2%.

Should I hold both GLOW and HFXI?

GLOW and HFXI have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GLOW and HFXI?

GLOW and HFXI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 756 unique securities.

Which pays a higher dividend, GLOW or HFXI?

GLOW yields 1.41% while HFXI yields 3.39%, so HFXI currently pays the higher dividend yield.

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