OZEMRoundhill Glp-1 & Weight Loss ETF
Seeks capital appreciation.
By Roundhill Investments · Launched 2024
0.59%
#3,116 of 5,854 · average
$54M
#3,574 of 5,854 · mid-size
+29.3%
2 years
#3,488 of 5,854 · seasoned
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 75.6% of fundconcentrated
Asset allocation
By sector
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio focused on equity securities of GLP-1 & Weight Loss Companies, prioritizing those involved in developing drugs for weight loss. Concentrates investments in the health care sector, including small-, mid-, and large-cap companies in both U.S. and non-U.S. markets.
- Inception date
- May 20, 2024
- Fund family
- Roundhill Investments
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
These usually launch after the gains are gone
A theme gets packaged into a fund after it has already run. Over the past 15 years, fewer than one in 10 thematic funds beat a broad global index, and more than three-quarters closed down entirely. The pitch always sounds good. The returns rarely follow.
Sources: Morningstar, 'Global Thematic Funds Landscape' (2022)
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
What's next?
You've looked at OZEM. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04