AVNM vs HQH

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Quick Verdict

HQH offers more diversification with 98 holdings.

Side-by-Side Comparison

MetricAVNMHQH
Fund FamilyAvantis InvestorsTEKLA HEALTHCARE INVESTORS
Expense Ratio0.31%-
AUM$557M$871M
Dividend Yield2.44%-
Holdings Count9-
Inception Date2023-06-27-
Investment StyleLarge Cap Value-
1-Month Return+6.56%-
YTD Return+11.82%-
1-Year Return+47.16%-
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score75-
Momentum Score85-
Value Score71-

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, AVNM or HQH?

Expense ratio data is not currently available.

Do AVNM and HQH hold the same stocks?

AVNM 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, AVNM or HQH?

Historical return data is not currently available for comparison.