AVNM vs HQH

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Quick Verdict

AVNM offers more diversification with 8 holdings.

Side-by-Side Comparison

MetricAVNMHQH
Fund FamilyAvantis Investorsabrdn Healthcare Investors
Expense Ratio0.31%-
AUM$667M-
Dividend Yield2.37%-
Holdings Count8-
Inception Date2023-06-27-
Investment StyleLarge Cap Value-
1-Month Return+3.40%-
YTD Return+13.70%-
1-Year Return+37.15%-
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score70-
Momentum Score72-
Value Score--

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
8
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 8 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.