HQH vs INCE

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Quick Verdict

HQH offers more diversification with 98 holdings.

Side-by-Side Comparison

MetricHQHINCE
Fund FamilyTEKLA HEALTHCARE INVESTORSFranklin Templeton Investments (US)
Expense Ratio-0.29%
AUM$871M$108M
Dividend Yield-4.95%
Holdings Count-81
Inception Date-2016-09-20
Investment Style-Large Cap Value
1-Month Return-+4.05%
YTD Return-+9.87%
1-Year Return-+21.86%
3-Year Return-+17.31%
5-Year Return-+13.21%
10-Year Return--
Buy Score-78
Momentum Score-88
Value Score-59

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 INCE?

Expense ratio data is not currently available.

Do HQH and INCE hold the same stocks?

HQH and INCE 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 INCE?

Historical return data is not currently available for comparison.