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QQQH
Upturn stock ratingUpturn stock rating

QQQH (QQQH)

Upturn stock ratingUpturn stock rating
$49
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

04/01/2025: QQQH (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Analysis of Past Performance

Type ETF
Historic Profit 21.4%
Avg. Invested days 80
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 4.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 26670
Beta -
52 Weeks Range 21.48 - 53.00
Updated Date -
52 Weeks Range 21.48 - 53.00
Updated Date -

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QQQH

stock logo

ETF Overview

overview logo Overview

QQQH is an ETF that offers exposure to the healthcare sector within the Nasdaq 100 index, providing a targeted approach to investing in innovative and growth-oriented healthcare companies.

reliability logo Reputation and Reliability

Invesco is a well-established ETF provider with a strong reputation and a long track record of managing various investment products.

reliability logo Management Expertise

Invesco has a team of experienced portfolio managers and analysts who specialize in sector-specific investments, including healthcare.

Investment Objective

overview logo Goal

The investment goal of QQQH is to track the performance of healthcare companies within the Nasdaq 100 index.

Investment Approach and Strategy

Strategy: QQQH aims to replicate the returns of the Nasdaq 100 Healthcare Index, focusing on healthcare companies listed in the Nasdaq 100.

Composition The ETF primarily holds stocks of companies in the healthcare sector, including pharmaceuticals, biotechnology, medical devices, and healthcare services.

Market Position

Market Share: QQQH's market share within the healthcare-focused Nasdaq 100 ETFs is relatively smaller compared to broader healthcare ETFs.

Total Net Assets (AUM): 178884573

Competitors

overview logo Key Competitors

  • XLV
  • VHT
  • IXJ

Competitive Landscape

The healthcare ETF market is highly competitive, with several large players. QQQH differentiates itself by focusing specifically on healthcare companies within the Nasdaq 100, offering a concentrated approach. XLV and VHT offer broader exposure to the healthcare sector. One disadvantage for QQQH is its relatively small size compared to larger competitors, which may impact liquidity.

Financial Performance

Historical Performance: Historical financial performance data is not available for all possible timeframes but can be accessed via various financial websites.

Benchmark Comparison: The ETF's performance should be compared to the Nasdaq 100 Healthcare Index to assess its tracking effectiveness.

Expense Ratio: 0.35

Liquidity

Average Trading Volume

QQQH's average trading volume is generally moderate, indicating sufficient liquidity for most investors.

Bid-Ask Spread

The bid-ask spread for QQQH is typically tight, reflecting reasonable trading costs.

Market Dynamics

Market Environment Factors

Economic indicators, healthcare regulations, technological advancements, and demographic trends significantly influence QQQH's performance.

Growth Trajectory

The growth trajectory of QQQH depends on the performance of the healthcare sector and the success of companies within the Nasdaq 100. No major strategy or holdings changes were detected.

Moat and Competitive Advantages

Competitive Edge

QQQH's competitive edge lies in its focused exposure to the growth-oriented healthcare segment within the Nasdaq 100, and provides diversification with larger companies. The expense ratio is lower than several competitor ETFs. Invescou2019s strong reputation in the market is also an advantage.

Risk Analysis

Volatility

QQQH's volatility is influenced by the inherent volatility of the healthcare sector and the individual stocks it holds.

Market Risk

Specific risks associated with QQQH include regulatory changes, patent expirations, and clinical trial failures in the healthcare industry.

Investor Profile

Ideal Investor Profile

The ideal investor profile for QQQH is someone seeking targeted exposure to healthcare innovation within the Nasdaq 100 and willing to accept sector-specific risks.

Market Risk

QQQH is suitable for investors with a long-term investment horizon who understand the dynamics of the healthcare sector.

Summary

QQQH provides targeted exposure to the healthcare sector within the Nasdaq 100, catering to investors seeking growth and innovation. It offers a concentrated approach compared to broader healthcare ETFs, presenting both opportunities and sector-specific risks. The fund is managed by Invesco, a reputable ETF provider. Investors should consider their risk tolerance and investment goals before investing in QQQH, ensuring it aligns with their overall portfolio strategy. While its AUM is relatively small, the fund benefits from a reasonable expense ratio.

Similar Companies

  • XLV
  • VHT
  • IHI
  • XBI
  • IBB
  • IXJ

Sources and Disclaimers

Data Sources:

  • Invesco official website
  • Morningstar
  • Yahoo Finance

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market conditions and fund performance can change rapidly.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About QQQH

Exchange NASDAQ
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website
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