HQH vs IG

vs

Quick Verdict

IG offers more diversification with 231 holdings.

Side-by-Side Comparison

MetricHQHIG
Fund FamilyTEKLA HEALTHCARE INVESTORSPrincipal Funds
Expense Ratio-0.19%
AUM$871M$166M
Dividend Yield-4.97%
Holdings Count-231
Inception Date-2018-04-18
Investment Style-Long Term Mid Quality
1-Month Return-+0.38%
YTD Return-+0.43%
1-Year Return-+7.39%
3-Year Return-+4.29%
5-Year Return--0.34%
10-Year Return--
Buy Score-70
Momentum Score-35
Value Score-58

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, HQH or IG?

Expense ratio data is not currently available.

Do HQH and IG hold the same stocks?

HQH and IG 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, HQH or IG?

Historical return data is not currently available for comparison.