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HRTS - ETF AI Analysis
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Tema Cardiovascular and Metabolic ETF (HRTS)
Rating:69Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past three months and year-to-date, indicating positive recent momentum.
High-Quality Healthcare Leaders
Many of the top holdings are large, well-known healthcare companies with generally strong recent performance, which can help support the fund’s returns.
Global but U.S.-Focused Exposure
While most assets are in U.S. companies, the fund also holds positions in the UK, Switzerland, and Japan, adding some international diversification.
Negative Factors
High Sector Concentration
With almost all assets in the healthcare sector, the ETF is heavily exposed to swings in one industry.
Relatively High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Mixed Performance Among Top Holdings
A few key positions have shown weaker or negative recent performance, which could drag on the fund if that trend continues.
HRTS vs. SPDR S&P 500 ETF (SPY)
AUM53.20M
RegionGlobal
Expense Ratio0.18%
Beta0.77
IssuerTema
Inception DateNov 21, 2023
Dividend Yield1.4%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,305
30 Day Avg. Volume8,037
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
43.12Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering44
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HRTS Summary
The Tema Cardiovascular and Metabolic ETF (HRTS) is a health care fund that focuses on companies working on heart disease, diabetes, and other metabolic conditions. It does not track a traditional index, but instead holds a handpicked group of pharma, biotech, and life sciences firms, mainly in the U.S. Well-known holdings include Eli Lilly and Johnson & Johnson. Someone might invest in HRTS to seek growth from medical breakthroughs and to get targeted exposure to a key area of health care. A key risk is that it is heavily concentrated in one sector, so its price can swing more than the overall market.
How much will it cost me?The Tema Cardiovascular and Metabolic ETF (HRTS) has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a specialized niche within the health care sector.
What would affect this ETF?The HRTS ETF, focused on cardiovascular and metabolic health, could benefit from growing demand for innovative treatments as heart disease and diabetes remain global health priorities. Positive trends like advancements in biotech and pharmaceutical research, along with increased healthcare spending, may drive growth for its top holdings such as Eli Lilly and AstraZeneca. However, challenges like regulatory hurdles, patent expirations, or economic downturns affecting healthcare budgets could negatively impact the ETF's performance.
HRTS Top 10 Holdings
HRTS is tightly focused on big global healthcare names tackling heart and metabolic disease, and its story right now is a tug-of-war between winners and laggards. On the upside, European heavyweights like Roche, AstraZeneca, and Novartis, along with Gilead, have been steadily rising and helping to pull the fund forward. On the other side, giants like Eli Lilly, Thermo Fisher, and UnitedHealth have been losing steam, acting as a brake on returns. Overall, it’s a concentrated, globally diversified bet on cardiovascular and metabolic innovation within health care.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 9.95% | $5.26M | $921.90B | 21.90% | 72 Outperform | |
| Roche Holding | 5.12% | $2.71M | $323.76B | 24.59% | 74 Outperform | |
| Johnson & Johnson | 4.72% | $2.50M | $583.29B | 48.50% | 78 Outperform | |
| AstraZeneca | 4.67% | $2.47M | $297.58B | 20.89% | 80 Outperform | |
| Merck & Company | 4.16% | $2.20M | $286.57B | 22.38% | 80 Outperform | |
| Thermo Fisher | 3.97% | $2.10M | $176.79B | -6.49% | 72 Outperform | |
| UnitedHealth | 3.91% | $2.07M | $251.47B | -42.46% | 72 Outperform | |
| Gilead Sciences | 3.71% | $1.96M | $180.27B | 28.11% | 78 Outperform | |
| Vertex Pharmaceuticals | 3.48% | $1.84M | $121.46B | -4.93% | 78 Outperform | |
| Novartis AG | 3.46% | $1.83M | CHF229.98B | 24.67% | 80 Outperform |
HRTS Technical Analysis
Negative
―
Price Trends
35.64
Negative
34.74
Negative
31.86
Positive
Market Momentum
-0.35
Positive
32.65
Neutral
21.51
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HRTS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 35.39, equal to the 50-day MA of 35.64, and equal to the 200-day MA of 31.86, indicating a neutral trend. The MACD of -0.35 indicates Positive momentum. The RSI at 32.65 is Neutral, neither overbought nor oversold. The STOCH value of 21.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HRTS.
HRTS Peer Comparison
Comparison Results
Performance Comparison
HRTS
Tema Cardiovascular and Metabolic ETF
33.85
4.80
16.52%
FMED
Fidelity Disruptive Medicine ETF
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OZEM
Roundhill GLP-1 & Weight Loss ETF
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MEDI
Harbor Health Care ETF
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―
GDOC
Goldman Sachs Future Health Care Equity ETF
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―
―
PSIL
AdvisorShares Psychedelics ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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