FQAL vs HUSV

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Quick Verdict

FQAL has a lower expense ratio. FQAL delivered stronger 1-year returns. FQAL offers more diversification with 130 holdings.

Side-by-Side Comparison

MetricFQALHUSV
Fund FamilyFidelity Investments (US)First Trust Portfolios (US)
Expense Ratio0.15%0.70%
AUM$1.2B$75M
Dividend Yield1.10%1.31%
Holdings Count130102
Inception Date2016-09-122016-08-24
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+1.52%+1.97%
YTD Return+1.40%+2.44%
1-Year Return+15.18%+3.07%
3-Year Return+19.11%+7.82%
5-Year Return+14.01%+8.85%
10-Year Return--
Buy Score7468
Momentum Score4946
Value Score7448

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FQAL or HUSV?

FQAL has an expense ratio of 0.15% while HUSV charges 0.70%. FQAL is the cheaper option, saving you money on management fees over time.

Do FQAL and HUSV hold the same stocks?

FQAL and HUSV share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FQAL or HUSV?

Over the past year, FQAL returned +15.18% while HUSV returned +3.07%. FQAL outperformed over this period. Past performance does not guarantee future results.