HRTS vs. FTXH
Compare and contrast key facts about Tema Obesity & Cardiometabolic ETF (HRTS) and First Trust Nasdaq Pharmaceuticals ETF (FTXH).
HRTS and FTXH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HRTS is an actively managed fund by Tema. It was launched on Nov 20, 2023. FTXH is a passively managed fund by First Trust that tracks the performance of the Nasdaq U.S. Smart Pharmaceuticals Index. It was launched on Sep 20, 2016.
Performance
HRTS vs. FTXH - Performance Comparison
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HRTS vs. FTXH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
HRTS Tema Obesity & Cardiometabolic ETF | -3.74% | 23.93% | -4.30% | 14.97% |
FTXH First Trust Nasdaq Pharmaceuticals ETF | 5.20% | 24.15% | 2.98% | 9.23% |
Returns By Period
In the year-to-date period, HRTS achieves a -3.74% return, which is significantly lower than FTXH's 5.20% return.
HRTS
- 1D
- 0.84%
- 1M
- -4.98%
- YTD
- -3.74%
- 6M
- 8.13%
- 1Y
- 20.39%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FTXH
- 1D
- 0.69%
- 1M
- -2.33%
- YTD
- 5.20%
- 6M
- 17.23%
- 1Y
- 31.34%
- 3Y*
- 11.55%
- 5Y*
- 7.51%
- 10Y*
- —
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HRTS vs. FTXH - Expense Ratio Comparison
HRTS has a 0.75% expense ratio, which is higher than FTXH's 0.60% expense ratio.
Return for Risk
HRTS vs. FTXH — Risk / Return Rank
HRTS
FTXH
HRTS vs. FTXH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tema Obesity & Cardiometabolic ETF (HRTS) and First Trust Nasdaq Pharmaceuticals ETF (FTXH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HRTS | FTXH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.51 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.06 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.27 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 2.17 | -0.59 |
Martin ratioReturn relative to average drawdown | 4.72 | 7.06 | -2.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HRTS | FTXH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.51 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.38 | +0.26 |
Correlation
The correlation between HRTS and FTXH is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HRTS vs. FTXH - Dividend Comparison
HRTS's dividend yield for the trailing twelve months is around 1.39%, more than FTXH's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
HRTS Tema Obesity & Cardiometabolic ETF | 1.39% | 1.34% | 1.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTXH First Trust Nasdaq Pharmaceuticals ETF | 1.22% | 1.41% | 1.66% | 1.55% | 1.11% | 1.03% | 0.82% | 0.67% | 0.91% | 2.18% | 0.19% |
Drawdowns
HRTS vs. FTXH - Drawdown Comparison
The maximum HRTS drawdown since its inception was -25.81%, smaller than the maximum FTXH drawdown of -32.11%. Use the drawdown chart below to compare losses from any high point for HRTS and FTXH.
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Drawdown Indicators
| HRTS | FTXH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.81% | -32.11% | +6.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.01% | -12.74% | +1.73% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.51% | — |
Current DrawdownCurrent decline from peak | -7.25% | -2.69% | -4.56% |
Average DrawdownAverage peak-to-trough decline | -9.12% | -5.88% | -3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 3.92% | -0.23% |
Volatility
HRTS vs. FTXH - Volatility Comparison
Tema Obesity & Cardiometabolic ETF (HRTS) and First Trust Nasdaq Pharmaceuticals ETF (FTXH) have volatilities of 5.94% and 6.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRTS | FTXH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 6.01% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 11.02% | 11.84% | -0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.25% | 21.09% | -1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.27% | 16.15% | +3.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.27% | 18.45% | +0.82% |