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CZAR vs HRTS

Themes Natural Monopoly ETF vs Tema Heart & Health ETF

CZAR

Themes Natural Monopoly ETF

Themes ETF Trust

Annual cost

0.35%

Fund size

$2M

HRTS

Tema Heart & Health ETF

Tema Global Limited

Annual cost

0.75%

Fund size

$50M

Key differences

  • CZAR costs 0.40% less per year.
  • HRTS is significantly larger than CZAR — larger funds tend to be more liquid and less likely to close.
  • CZAR covers north america markets; HRTS covers global.
  • CZAR follows a index tracking strategy; HRTS uses active selection.

Side-by-side comparison

CZARHRTS
Annual cost (TER)0.35%0.75%
Fund size (AUM)$2M$50M
Since20232023
Dividend yield1.47%1.40%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+5.7%+26.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.50%15.98%
Max drawdown-13.38%-25.81%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CZAR and HRTS