Compare · 2 funds side by side · dividends reinvested

HFXI and SCHF

HFXINY Life Investments×SCHFSchwab×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,458HFXI · best of the two

02 / 04

HFXI and SCHF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

NYLI FTSE International Equity Currency Neutral ETFInternational · Ex-US broad0.19%3.15%+15.4%+19.3%+21.9%+11.8%−10.8%17.1%$2.4B1.4

Schwab International Equity ETFInternational · Ex-US broad0.03%3.06%+15.1%+19.5%+22.5%+10.0%−11.5%17.8%$67.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: HFXI 2015 · SCHF 2009

Head to Head

Swap sides Versus in desk

Head to Head

NYLI FTSE International Equity Currency Neutral ETF · $2.4B$17,458

HFXI

SCHF

Schwab International Equity ETF · $67.8B$16,097

$10,000 five years ago, dividends reinvested · they hold 80.4% in common

HFXIMeasureSCHF

+15.4%Year to dateJan 1 → Nov 4+15.1%

+19.3%1 yearTotal return+19.5%

+21.9%3 years · per year$10,000 became $18,116 · $18,389+22.5%

+11.8%5 years · per year$10,000 became $17,458 · $16,097+10.0%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

3.15%Trailing 12-mo yield$315 · $306 a year on $10k3.06%

−10.8%Worst dropSmaller is better−11.5%

17.1%VolatilityLower is calmer17.8%

HFXISCHF Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3HFXI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HFXI vs SCHF: Top 5 Holdings

Today

HFXI

10.2%in top 5

SCHF

in top 59.0%

HFXIStockSCHF

3.0%005930.K2.6%

2.3%000660.K2.1%

2.3%ASML.AS2.1%

1.4%ROP.SW1.2%

1.2%SHEL.L1.1%

Held in common80.4%

End-of-day Nov 4, 2026 · share of each fund

HFXI vs SCHF Returns, Every Period

NY Life InvestmentsHFXI

+11.8%

5 years, per year

SCHFSchwab

+10.0%

5 years, per year

HFXISCHFFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HFXI vs SCHF

YTD

NY Life InvestmentsHFXI

+15.4%

SCHFSchwab

+15.1%

+15.4%Year to date+15.1%

−10.8%Worst drop · 1Y−11.5%

17.1%Volatility · 1Y17.8%

3.2%Yield3.1%

$2.4BAssets$67.8B

4–0HFXI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HFXI, SCHF

Today

0.03%lowest, SCHF

FundExpense ratioFee$10k

SCHF0.03%$3

HFXI0.19%$19

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HFXI, SCHF

3.15%highest, HFXI

FundTrailing yieldYield$10k

HFXI3.15%$315

SCHF3.06%$306

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$303most kept, SCHF

SCHF$306 − $3 = $303

HFXI$315 − $19 = $296

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HFXI, SCHF

Today

80.4%most shared, HFXI and SCHF

HFXISCHF

HFXI—80.4%

SCHF80.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.5%SCHF, at 17.8% volatility

HFXIWorst drop−10.8%17.1% vol

SCHFWorst drop−11.5%17.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

HFXISCHF

+15.4%Year to date+15.1%

3.2%Yield3.1%

+19.3%Past year+19.5%

0.19%Fee0.03%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026