HQH vs SPGM

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Quick Verdict

SPGM offers more diversification with 2985 holdings.

Side-by-Side Comparison

MetricHQHSPGM
Fund Familyabrdn Healthcare InvestorsSPDR State Street Global Advisors
Expense Ratio-0.09%
AUM-$1.8B
Dividend Yield-1.80%
Holdings Count-2,985
Inception Date-2012-02-27
Investment Style-Large Cap Blend
1-Month Return--0.57%
YTD Return-+11.62%
1-Year Return-+26.38%
3-Year Return-+20.15%
5-Year Return-+11.37%
10-Year Return-+5.53%
Buy Score-77
Momentum Score-69
Value Score-66

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Frequently Asked Questions

Which has lower fees, HQH or SPGM?

Expense ratio data is not currently available.

Do HQH and SPGM hold the same stocks?

HQH and SPGM share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, HQH or SPGM?

Historical return data is not currently available for comparison.