CGW vs HQH

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Quick Verdict

HQH offers more diversification with 98 holdings.

Side-by-Side Comparison

MetricCGWHQH
Fund FamilyInvesco (US)TEKLA HEALTHCARE INVESTORS
Expense Ratio0.59%-
AUM$1.0B$871M
Dividend Yield1.45%-
Holdings Count77-
Inception Date2007-05-14-
Investment StyleMid Cap Blend-
1-Month Return+4.39%-
YTD Return+7.98%-
1-Year Return+23.15%-
3-Year Return+12.85%-
5-Year Return+8.95%-
10-Year Return+11.62%-
Buy Score81-
Momentum Score83-
Value Score52-

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, CGW or HQH?

Expense ratio data is not currently available.

Do CGW and HQH hold the same stocks?

CGW 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, CGW or HQH?

Historical return data is not currently available for comparison.