HRTS vs. XLV

In the year-to-date period, HRTS achieves a -5.30% return, which is significantly lower than XLV's -3.18% return.

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HRTS has a 0.75% expense ratio, which is higher than XLV's 0.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Tema Obesity & Cardiometabolic ETF (HRTS) and Health Care Select Sector SPDR Fund (XLV). 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.

The current HRTS Sharpe Ratio is -0.72, which is lower than the XLV Sharpe Ratio of -0.40. The chart below compares the historical Sharpe Ratios of HRTS and XLV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HRTS's dividend yield for the trailing twelve months is around 1.72%, less than XLV's 1.76% yield.

The maximum HRTS drawdown since its inception was -25.81%, smaller than the maximum XLV drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for HRTS and XLV. For additional features, visit the drawdowns tool.