OZEM vs. HRTS
Compare and contrast key facts about Roundhill Glp-1 & Weight Loss ETF (OZEM) and Tema Obesity & Cardiometabolic ETF (HRTS).
OZEM and HRTS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OZEM is an actively managed fund by Roundhill. It was launched on May 20, 2024. HRTS is an actively managed fund by Tema. It was launched on Nov 20, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OZEM or HRTS.
Correlation
The correlation between OZEM and HRTS is 0.51, 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
OZEM vs. HRTS - Performance Comparison
Key characteristics
OZEM:
25.24%
HRTS:
20.34%
OZEM:
-28.65%
HRTS:
-25.81%
OZEM:
-16.76%
HRTS:
-19.25%
Returns By Period
The year-to-date returns for both stocks are quite close, with OZEM having a -1.01% return and HRTS slightly lower at -1.04%.
OZEM
-1.01%
2.37%
-14.64%
N/A
N/A
N/A
HRTS
-1.04%
-3.05%
-13.52%
-6.19%
N/A
N/A
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OZEM vs. HRTS - Expense Ratio Comparison
OZEM has a 0.59% expense ratio, which is lower than HRTS's 0.75% expense ratio.
Risk-Adjusted Performance
OZEM vs. HRTS — Risk-Adjusted Performance Rank
OZEM
HRTS
OZEM vs. HRTS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill Glp-1 & Weight Loss ETF (OZEM) and Tema Obesity & Cardiometabolic ETF (HRTS). 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
OZEM vs. HRTS - Dividend Comparison
OZEM's dividend yield for the trailing twelve months is around 0.22%, less than HRTS's 1.64% yield.
| TTM | 2024 | |
|---|---|---|
OZEM Roundhill Glp-1 & Weight Loss ETF | 0.22% | 0.22% |
HRTS Tema Obesity & Cardiometabolic ETF | 1.64% | 1.62% |
Drawdowns
OZEM vs. HRTS - Drawdown Comparison
The maximum OZEM drawdown since its inception was -28.65%, which is greater than HRTS's maximum drawdown of -25.81%. Use the drawdown chart below to compare losses from any high point for OZEM and HRTS. For additional features, visit the drawdowns tool.
Volatility
OZEM vs. HRTS - Volatility Comparison
Roundhill Glp-1 & Weight Loss ETF (OZEM) has a higher volatility of 13.12% compared to Tema Obesity & Cardiometabolic ETF (HRTS) at 10.15%. This indicates that OZEM's price experiences larger fluctuations and is considered to be riskier than HRTS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.