FQAL vs HQH

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Quick Verdict

FQAL offers more diversification with 124 holdings.

Side-by-Side Comparison

MetricFQALHQH
Fund FamilyFidelity Investments (US)TEKLA HEALTHCARE INVESTORS
Expense Ratio0.15%-
AUM$1.2B$871M
Dividend Yield1.10%-
Holdings Count130-
Inception Date2016-09-12-
Investment StyleLarge Cap Blend-
1-Month Return+1.52%-
YTD Return+1.40%-
1-Year Return+15.18%-
3-Year Return+19.11%-
5-Year Return+14.01%-
10-Year Return--
Buy Score74-
Momentum Score49-
Value Score74-

Holdings Overlap

7.0%
Weight Overlap
7
Shared Holdings
215
Total Unique

Top Shared Holdings

TickerFQAL WeightHQH Weight
GILD0.75%6.44%
AMGN0.79%5.97%
LLY1.97%3.57%
ABT0.80%2.05%
ABBV1.20%1.63%
MRK1.04%1.20%
ZTS0.49%0.79%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FQAL or HQH?

Expense ratio data is not currently available.

Do FQAL and HQH hold the same stocks?

FQAL and HQH share 7 common holdings with a 7.0% weight overlap. They hold 215 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FQAL or HQH?

Historical return data is not currently available for comparison.