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TOLL vs HRTS

Tema Durable Quality ETF vs Tema Heart & Health ETF

TOLL

Tema Durable Quality ETF

Tema Global Limited

Annual cost

0.55%

Fund size

$49M

HRTS

Tema Heart & Health ETF

Tema Global Limited

Annual cost

0.75%

Fund size

$50M

Key differences

  • TOLL costs 0.20% less per year.
  • TOLL covers north america markets; HRTS covers global.
  • TOLL follows a index tracking strategy; HRTS uses active selection.

Side-by-side comparison

TOLLHRTS
Annual cost (TER)0.55%0.75%
Fund size (AUM)$49M$50M
Since20232023
Dividend yield0.27%1.40%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+16.8%+26.9%
CAGR 3Y+16.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.81N/A
Volatility 1Y14.20%15.98%
Max drawdown-15.54%-25.81%

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

Similar to TOLL and HRTS