AVSE vs HQH

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Quick Verdict

AVSE offers more diversification with 2411 holdings.

Side-by-Side Comparison

MetricAVSEHQH
Fund FamilyAvantis InvestorsTEKLA HEALTHCARE INVESTORS
Expense Ratio0.33%-
AUM$187M$871M
Dividend Yield2.35%-
Holdings Count2,411-
Inception Date2022-03-28-
Investment StyleSmall Cap Blend-
1-Month Return+7.77%-
YTD Return+5.39%-
1-Year Return+39.11%-
3-Year Return+17.38%-
5-Year Return--
10-Year Return--
Buy Score70-
Momentum Score69-
Value Score56-

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, AVSE or HQH?

Expense ratio data is not currently available.

Do AVSE and HQH hold the same stocks?

AVSE 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, AVSE or HQH?

Historical return data is not currently available for comparison.