FTGS vs HQH

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Quick Verdict

HQH offers more diversification with 98 holdings.

Side-by-Side Comparison

MetricFTGSHQH
Fund FamilyFirst Trust Portfolios (US)TEKLA HEALTHCARE INVESTORS
Expense Ratio0.60%-
AUM$1.2B$871M
Dividend Yield0.16%-
Holdings Count51-
Inception Date2022-10-25-
Investment StyleLarge Cap Growth-
1-Month Return+1.50%-
YTD Return+1.44%-
1-Year Return+10.72%-
3-Year Return+18.08%-
5-Year Return--
10-Year Return--
Buy Score71-
Momentum Score47-
Value Score66-

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, FTGS or HQH?

Expense ratio data is not currently available.

Do FTGS and HQH hold the same stocks?

FTGS 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, FTGS or HQH?

Historical return data is not currently available for comparison.