HRTS vs. VOO
Compare and contrast key facts about Tema Obesity & Cardiometabolic ETF (HRTS) and Vanguard S&P 500 ETF (VOO).
HRTS and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRTS or VOO.
Correlation
The correlation between HRTS and VOO is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HRTS vs. VOO - Performance Comparison
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Key characteristics
HRTS:
-0.61
VOO:
0.69
HRTS:
-0.75
VOO:
1.10
HRTS:
0.90
VOO:
1.16
HRTS:
-0.53
VOO:
0.73
HRTS:
-1.09
VOO:
2.79
HRTS:
12.48%
VOO:
4.89%
HRTS:
21.18%
VOO:
19.37%
HRTS:
-25.81%
VOO:
-33.99%
HRTS:
-20.86%
VOO:
-3.00%
Returns By Period
In the year-to-date period, HRTS achieves a -3.01% return, which is significantly lower than VOO's 1.48% return.
HRTS
-3.01%
1.12%
-6.82%
-12.93%
N/A
N/A
N/A
VOO
1.48%
12.60%
1.07%
13.35%
16.79%
16.77%
12.78%
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HRTS vs. VOO - Expense Ratio Comparison
HRTS has a 0.75% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HRTS vs. VOO — Risk-Adjusted Performance Rank
HRTS
VOO
HRTS vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tema Obesity & Cardiometabolic ETF (HRTS) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
HRTS vs. VOO - Dividend Comparison
HRTS's dividend yield for the trailing twelve months is around 1.67%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRTS Tema Obesity & Cardiometabolic ETF | 1.67% | 1.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HRTS vs. VOO - Drawdown Comparison
The maximum HRTS drawdown since its inception was -25.81%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HRTS and VOO. For additional features, visit the drawdowns tool.
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Volatility
HRTS vs. VOO - Volatility Comparison
Tema Obesity & Cardiometabolic ETF (HRTS) has a higher volatility of 7.71% compared to Vanguard S&P 500 ETF (VOO) at 4.63%. This indicates that HRTS's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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