ACES vs HQH

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Quick Verdict

HQH offers more diversification with 98 holdings.

Side-by-Side Comparison

MetricACESHQH
Fund FamilyALPS AdvisorsTEKLA HEALTHCARE INVESTORS
Expense Ratio0.55%-
AUM$118M$871M
Dividend Yield0.70%-
Holdings Count38-
Inception Date2018-06-27-
Investment StyleMid Cap Growth-
1-Month Return-8.31%-
YTD Return-3.93%-
1-Year Return+37.28%-
3-Year Return-11.44%-
5-Year Return-15.90%-
10-Year Return--
Buy Score58-
Momentum Score33-
Value Score63-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
98
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ACES or HQH?

Expense ratio data is not currently available.

Do ACES and HQH hold the same stocks?

ACES and HQH share 0 common holdings with a 0.0% weight overlap. They hold 98 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ACES or HQH?

Historical return data is not currently available for comparison.