HRTSTema Heart & Health ETF
Seeks long-term growth of capital.
By Tema ETFs · Launched 2023
Annual Cost
0.75%
#4,069 of 6,040 · expensive
Fund Size
$56M
#3,651 of 6,040 · mid-size
Return (1Y)
+22.6%
Track Record
2 years
#3,232 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,261+22.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 47.7% of fundmoderately concentrated
Eli Lilly & Co
10.0%
Roche Holding AG
5.5%
Johnson & Johnson
4.9%
AstraZeneca PLC
4.8%
Merck & Co Inc
4.2%
Thermo Fisher Scientific Inc
3.9%
UnitedHealth Group Inc
3.8%
Gilead Sciences Inc
3.6%
Novartis AG
3.6%
Abbott Laboratories
3.4%
Asset allocation
Stocks
99.4%
Cash
0.6%
By sector
Healthcare
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.4%Moderate
Year-on-year price swings
Max drawdown
-25.8%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Invests primarily in publicly listed companies that derive at least 50% of revenues from GLP-1 and cardiovascular/metabolic disease treatments. Focuses on small-, mid-, and large-cap companies, primarily in the U.S. and Europe.
- Inception date
- November 20, 2023
- Fund family
- Tema ETFs
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18