HFXI vs. UTES
Compare and contrast key facts about IQ 50 Percent Hedged FTSE International ETF (HFXI) and Virtus Reaves Utilities ETF (UTES).
HFXI and UTES are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HFXI is a passively managed fund by New York Life that tracks the performance of the FTSE Developed ex North America 50% Hedged to USD Index. It was launched on Jul 22, 2015. UTES is an actively managed fund by Virtus Investment Partners. It was launched on Sep 23, 2015.
Performance
HFXI vs. UTES - Performance Comparison
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HFXI vs. UTES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HFXI IQ 50 Percent Hedged FTSE International ETF | 3.78% | 30.10% | 7.58% | 19.56% | -10.71% | 13.96% | 6.88% | 23.67% | -12.69% | 22.68% |
UTES Virtus Reaves Utilities ETF | 1.60% | 25.71% | 45.35% | -2.46% | 0.80% | 20.74% | -0.30% | 25.48% | 5.14% | 14.21% |
Returns By Period
In the year-to-date period, HFXI achieves a 3.78% return, which is significantly higher than UTES's 1.60% return. Over the past 10 years, HFXI has underperformed UTES with an annualized return of 10.49%, while UTES has yielded a comparatively higher 12.83% annualized return.
HFXI
- 1D
- 3.13%
- 1M
- -7.94%
- YTD
- 3.78%
- 6M
- 11.06%
- 1Y
- 27.85%
- 3Y*
- 16.89%
- 5Y*
- 10.58%
- 10Y*
- 10.49%
UTES
- 1D
- 0.11%
- 1M
- -6.27%
- YTD
- 1.60%
- 6M
- -3.38%
- 1Y
- 25.54%
- 3Y*
- 22.73%
- 5Y*
- 16.38%
- 10Y*
- 12.83%
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HFXI vs. UTES - Expense Ratio Comparison
HFXI has a 0.20% expense ratio, which is lower than UTES's 0.49% expense ratio.
Return for Risk
HFXI vs. UTES — Risk / Return Rank
HFXI
UTES
HFXI vs. UTES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IQ 50 Percent Hedged FTSE International ETF (HFXI) and Virtus Reaves Utilities ETF (UTES). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HFXI | UTES | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.67 | 1.13 | +0.55 |
Sortino ratioReturn per unit of downside risk | 2.31 | 1.56 | +0.74 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.21 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.47 | 1.88 | +0.59 |
Martin ratioReturn relative to average drawdown | 9.41 | 4.68 | +4.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HFXI | UTES | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.67 | 1.13 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.81 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.64 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.72 | -0.21 |
Correlation
The correlation between HFXI and UTES is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HFXI vs. UTES - Dividend Comparison
HFXI's dividend yield for the trailing twelve months is around 4.34%, more than UTES's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFXI IQ 50 Percent Hedged FTSE International ETF | 4.34% | 4.19% | 2.68% | 2.49% | 4.65% | 3.10% | 2.00% | 3.19% | 4.33% | 2.56% | 2.71% | 0.78% |
UTES Virtus Reaves Utilities ETF | 1.47% | 1.42% | 1.51% | 2.44% | 2.13% | 1.94% | 2.09% | 1.84% | 2.09% | 3.44% | 3.53% | 0.61% |
Drawdowns
HFXI vs. UTES - Drawdown Comparison
The maximum HFXI drawdown since its inception was -32.42%, smaller than the maximum UTES drawdown of -35.39%. Use the drawdown chart below to compare losses from any high point for HFXI and UTES.
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Drawdown Indicators
| HFXI | UTES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.42% | -35.39% | +2.97% |
Max Drawdown (1Y)Largest decline over 1 year | -10.91% | -13.88% | +2.97% |
Max Drawdown (5Y)Largest decline over 5 years | -22.35% | -20.40% | -1.95% |
Max Drawdown (10Y)Largest decline over 10 years | -32.42% | -35.39% | +2.97% |
Current DrawdownCurrent decline from peak | -7.96% | -7.89% | -0.07% |
Average DrawdownAverage peak-to-trough decline | -5.51% | -5.51% | 0.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 5.59% | -2.72% |
Volatility
HFXI vs. UTES - Volatility Comparison
IQ 50 Percent Hedged FTSE International ETF (HFXI) and Virtus Reaves Utilities ETF (UTES) have volatilities of 7.85% and 8.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HFXI | UTES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.85% | 8.04% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 16.26% | -5.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.73% | 22.79% | -6.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.59% | 20.28% | -5.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 20.03% | -3.49% |