HQH vs IZRL

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Quick Verdict

HQH offers more diversification with 98 holdings.

Side-by-Side Comparison

MetricHQHIZRL
Fund FamilyTEKLA HEALTHCARE INVESTORSArk Invest
Expense Ratio-0.49%
AUM$871M$127M
Dividend Yield-2.83%
Holdings Count-65
Inception Date-2017-12-04
Investment Style-Small Cap Growth
1-Month Return-+2.42%
YTD Return-+1.88%
1-Year Return-+27.23%
3-Year Return-+17.68%
5-Year Return--1.17%
10-Year Return--
Buy Score-68
Momentum Score-53
Value Score-70

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 IZRL?

Expense ratio data is not currently available.

Do HQH and IZRL hold the same stocks?

HQH and IZRL 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 IZRL?

Historical return data is not currently available for comparison.