Skip to content
Beacon
Screener

HRTS vs AAUM

Tema Heart & Health ETF vs Tema Alternative Asset Managers

HRTS

Tema Heart & Health ETF

Tema Global Limited

Annual cost

0.75%

Fund size

$50M

AAUM

Tema Alternative Asset Managers

Tema Global Limited

Annual cost

0.75%

Fund size

$2M

Key differences

  • HRTS is significantly larger than AAUM — larger funds tend to be more liquid and less likely to close.
  • HRTS is classified as equity, while AAUM is alternative — different risk/return profiles.
  • HRTS covers global markets; AAUM covers north america.
  • HRTS follows a active selection strategy; AAUM uses multi strategy.

Side-by-side comparison

HRTSAAUM
Annual cost (TER)0.75%0.75%
Fund size (AUM)$50M$2M
Since20232025
Dividend yield1.40%
Asset classequityalternative
Regionglobalnorth america
Strategyactive selectionmulti strategy
CAGR 1Y+27.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.94%
Max drawdown-25.81%-28.24%

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

Similar to HRTS and AAUM