FTKI vs HQH

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Quick Verdict

FTKI offers more diversification with 174 holdings.

Side-by-Side Comparison

MetricFTKIHQH
Fund FamilyFirst Trust Portfolios (US)TEKLA HEALTHCARE INVESTORS
Expense Ratio0.85%-
AUM$24M$871M
Dividend Yield11.14%-
Holdings Count181-
Inception Date2025-02-26-
Investment StyleSmall Cap Blend-
1-Month Return+1.96%-
YTD Return+1.10%-
1-Year Return--
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score54-
Momentum Score44-
Value Score33-

Holdings Overlap

0.9%
Weight Overlap
3
Shared Holdings
269
Total Unique

Top Shared Holdings

TickerFTKI WeightHQH Weight
ILMN0.53%1.19%
RYTM0.15%0.40%
SRRK0.19%0.20%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FTKI or HQH?

Expense ratio data is not currently available.

Do FTKI and HQH hold the same stocks?

FTKI and HQH share 3 common holdings with a 0.9% weight overlap. They hold 269 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FTKI or HQH?

Historical return data is not currently available for comparison.