HFXI vs HQH

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Quick Verdict

HFXI offers more diversification with 843 holdings.

Side-by-Side Comparison

MetricHFXIHQH
Fund FamilyINDEXIQ ETF TRUSTTEKLA HEALTHCARE INVESTORS
Expense Ratio0.20%-
AUM$1.4B$871M
Dividend Yield3.71%-
Holdings Count843-
Inception Date2015-07-22-
Investment StyleLarge Cap Blend-
1-Month Return+5.82%-
YTD Return+5.09%-
1-Year Return+28.39%-
3-Year Return+17.20%-
5-Year Return+12.06%-
10-Year Return+10.56%-
Buy Score76-
Momentum Score71-
Value Score64-

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, HFXI or HQH?

Expense ratio data is not currently available.

Do HFXI and HQH hold the same stocks?

HFXI 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, HFXI or HQH?

Historical return data is not currently available for comparison.