HRTS vs. OZEM
Compare and contrast key facts about Tema Obesity & Cardiometabolic ETF (HRTS) and Roundhill Glp-1 & Weight Loss ETF (OZEM).
HRTS and OZEM 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. OZEM is an actively managed fund by Roundhill. It was launched on May 20, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRTS or OZEM.
Correlation
The correlation between HRTS and OZEM is 0.70, 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.
Performance
HRTS vs. OZEM - Performance Comparison
Key characteristics
HRTS:
19.34%
OZEM:
22.38%
HRTS:
-18.97%
OZEM:
-19.84%
HRTS:
-13.17%
OZEM:
-10.66%
Returns By Period
The year-to-date returns for both stocks are quite close, with HRTS having a 6.41% return and OZEM slightly lower at 6.24%.
HRTS
6.41%
4.74%
-11.15%
-5.23%
N/A
N/A
OZEM
6.24%
8.40%
-10.01%
N/A
N/A
N/A
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HRTS vs. OZEM - Expense Ratio Comparison
HRTS has a 0.75% expense ratio, which is higher than OZEM's 0.59% expense ratio.
Risk-Adjusted Performance
HRTS vs. OZEM — Risk-Adjusted Performance Rank
HRTS
OZEM
HRTS vs. OZEM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tema Obesity & Cardiometabolic ETF (HRTS) and Roundhill Glp-1 & Weight Loss ETF (OZEM). 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.
Not enough dataDividends
HRTS vs. OZEM - Dividend Comparison
HRTS's dividend yield for the trailing twelve months is around 1.53%, more than OZEM's 0.20% yield.
| TTM | 2024 | |
|---|---|---|
HRTS Tema Obesity & Cardiometabolic ETF | 1.53% | 1.62% |
OZEM Roundhill Glp-1 & Weight Loss ETF | 0.20% | 0.22% |
Drawdowns
HRTS vs. OZEM - Drawdown Comparison
The maximum HRTS drawdown since its inception was -18.97%, roughly equal to the maximum OZEM drawdown of -19.84%. Use the drawdown chart below to compare losses from any high point for HRTS and OZEM. For additional features, visit the drawdowns tool.
Volatility
HRTS vs. OZEM - Volatility Comparison
The current volatility for Tema Obesity & Cardiometabolic ETF (HRTS) is 4.07%, while Roundhill Glp-1 & Weight Loss ETF (OZEM) has a volatility of 5.13%. This indicates that HRTS experiences smaller price fluctuations and is considered to be less risky than OZEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.