HQH vs SBIO

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Quick Verdict

HQH offers more diversification with 98 holdings.

Side-by-Side Comparison

MetricHQHSBIO
Fund FamilyTEKLA HEALTHCARE INVESTORSALPS Advisors
Expense Ratio-0.50%
AUM$871M$139M
Dividend Yield-0.00%
Holdings Count-90
Inception Date-2014-12-30
Investment Style-Small Cap Growth
1-Month Return-+0.62%
YTD Return-+2.63%
1-Year Return-+64.54%
3-Year Return-+20.94%
5-Year Return--0.63%
10-Year Return-+10.30%
Buy Score-68
Momentum Score-59
Value Score-67

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 SBIO?

Expense ratio data is not currently available.

Do HQH and SBIO hold the same stocks?

HQH and SBIO 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 SBIO?

Historical return data is not currently available for comparison.