HQH vs AVES

Comparison between abrdn Healthcare Investors (HQH, ETF) and AVANTIS EMERGING MARKETS VALUE ETF (AVES, ETF).

5-Year PerformanceAVES has outperformed HQH, delivering a return of +10.4% compared to +7.2%

HQH vs AVES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HQH(ETF)	AVES(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	N/A	0.36%
Max Drawdown	78.96%	28.22%
Sharpe Ratio	1.83	2.12
5Y Beta	0.67	0.66
5Y Dividends CAGR	8.22%	N/A

Net Assets

HQH

$1.10B

Winner

AVES

$1.20B

Expense Ratio

HQH

N/A

AVES

0.36%

Max Drawdown

HQH

78.96%

Winner

AVES

28.22%

Sharpe Ratio

HQH

1.83

Winner

AVES

2.12

5Y Beta

HQH

0.67

Winner

AVES

0.66

5Y Dividends CAGR

HQH

8.22%

AVES

N/A

HQH vs AVES - Historical Returns

Returns include dividend reinvestment.

Period	HQH	AVES
1 month	+7.22%	+7.49%
3 months	+6.54%	+5.81%
6 months	+20.02%	+19.70%
1 year	+49.07%	+44.36%
5 years(CAGR)	+7.23%	+10.39%
10 years(CAGR)	+7.95%	N/A
Max(CAGR)	+10.64%	+10.39%

HQH

+7.22%

Winner

AVES

+7.49%

Winner

HQH

+6.54%

AVES

+5.81%

Winner

HQH

+20.02%

AVES

+19.70%

Winner

HQH

+49.07%

AVES

+44.36%

5Y(CAGR)

HQH

+7.23%

Winner

AVES

+10.39%

10Y(CAGR)

HQH

+7.95%

AVES

N/A

Max(CAGR)

Winner

HQH

+10.64%

AVES

+10.39%

HQH vs AVES - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HQH	AVES
2026	+9.59%	+14.57%
2025	+32.52%	+30.47%
2024	+8.17%	+5.94%
2023	+0.48%	+16.19%
2022	-18.25%	-16.49%
2021	+10.53%	+1.32%
2020	+24.74%	N/A
2019	+23.77%	N/A
2018	-14.61%	N/A
2017	+13.05%	N/A
2016	-20.51%	N/A
2015	+3.67%	N/A
2014	+28.02%	N/A
2013	+63.77%	N/A
2012	+31.81%	N/A
2011	+14.95%	N/A
2010	+17.99%	N/A
2009	+4.73%	N/A
2008	-25.90%	N/A
2007	+9.56%	N/A
2006	+0.35%	N/A
2005	+6.43%	N/A
2004	+6.67%	N/A
2003	+39.55%	N/A
2002	-37.22%	N/A
2001	+22.71%	N/A
2000	+28.47%	N/A
1999	+33.29%	N/A

HQH vs AVES Drawdown Comparison

The maximum drawdown for HQH was -54.61%, occurring on Oct 9, 2002. Recovery took 1830 trading sessions.

The maximum drawdown for AVES was -27.41%, occurring on Oct 24, 2022. Recovery took 560 trading sessions.

The current HQH drawdown is -1.28%.

Rank	HQH	AVES
#1	-54.61% Feb 17, 2000 - Jun 1, 2007	-27.41% Jan 12, 2022 - Apr 8, 2024
#2	-45.19% Aug 15, 2008 - Jan 14, 2011	-18.49% Oct 2, 2024 - Jun 4, 2025
#3	-41.87% Jul 17, 2015 - Dec 23, 2020	-12.90% Feb 25, 2026 - May 6, 2026
#4	-37.54% Aug 25, 2021 - Sep 29, 2025	-8.51% Jul 12, 2024 - Sep 24, 2024
#5	-23.13% Jun 30, 2011 - Jan 25, 2012	-5.43% Oct 25, 2021 - Jan 11, 2022
#6	-21.21% Feb 26, 2014 - Oct 27, 2014	-4.76% Apr 9, 2024 - May 2, 2024
#7	-16.80% Oct 29, 2007 - Aug 14, 2008	-4.68% May 17, 2024 - Jul 11, 2024
#8	-13.00% Feb 19, 2026 - Apr 17, 2026	-4.55% Sep 17, 2025 - Oct 23, 2025
#9	-12.78% Aug 5, 2013 - Nov 21, 2013	-3.87% Nov 12, 2025 - Dec 22, 2025
#10	-12.57% May 15, 2013 - Jul 1, 2013	-3.72% Jul 23, 2025 - Aug 13, 2025
#11	-11.54% Jan 24, 2000 - Feb 4, 2000	-2.63% Jun 12, 2025 - Jun 24, 2025
#12	-10.84% Jan 22, 2014 - Feb 11, 2014	-2.40% Jan 28, 2026 - Feb 9, 2026
#13	-10.81% Jun 1, 2007 - Oct 5, 2007	-2.21% Oct 27, 2025 - Nov 10, 2025
#14	-9.96% Feb 24, 2021 - Jun 7, 2021	-1.92% Oct 1, 2021 - Oct 14, 2021
#15	-9.80% Oct 31, 2025 - Nov 24, 2025	-1.85% Aug 22, 2025 - Sep 8, 2025

Correlation

Correlation between HQH and AVES is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2000 - 2026)

HQH vs AVES dividend yield comparison.

Year	HQH	AVES
2026	3.14%	0.10%
2025	11.56%	3.17%
2024	14.21%	4.09%
2023	9.66%	3.96%
2022	9.50%	3.70%
2021	8.59%	0.62%
2020	7.97%	0.00%
2019	8.24%	0.00%
2018	10.75%	0.00%
2017	8.78%	0.00%
2016	9.80%	0.00%
2015	11.97%	0.00%
2014	7.05%	0.00%
2013	6.41%	0.00%
2012	8.15%	0.00%
2011	8.93%	0.00%
2010	4.94%	0.00%
2009	4.39%	0.00%
2008	12.47%	0.00%
2007	8.83%	0.00%
2006	8.86%	0.00%
2005	8.87%	0.00%
2004	8.48%	0.00%
2003	9.20%	0.00%
2002	19.09%	0.00%
2001	13.59%	0.00%
2000	15.51%	0.00%