QMAX and HTA

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Hi Dan, would it be good to hold these ETFS together. or would there be too much overlap?

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Asked on September 12, 2025 6:58 pm
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I've attached an image of the potential overlap. There is a reasonable amount of overlap here. If you own QMAX, HTA owns around 52% of the same stocks. It looks "low" at only 9 overlapping holdings but that is just because HTA is concentrated in a smaller amount of holdings.

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Posted by Dan Kent
Answered on September 14, 2025 9:14 am
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thanks a lot Dan for this
(mike.repluk@gmail.com at September 14, 2025 12:47 pm)
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