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HRTS - ETF AI Analysis
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Tema Cardiovascular and Metabolic ETF (HRTS)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Gilead Sciences, Roche Holding, and AbbVie, have shown strong year-to-date performance, supporting the ETF's overall returns.
Focused Sector Exposure
The ETF is heavily concentrated in the health care sector, which is historically resilient and benefits from long-term demand drivers like aging populations and medical innovation.
Steady Performance
The ETF has delivered consistent positive returns across multiple timeframes, including year-to-date, one-month, and three-month periods.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which can eat into investor returns over time.
Over-Concentration in Health Care
With over 95% exposure to the health care sector, the ETF is vulnerable to sector-specific risks like regulatory changes or industry-wide challenges.
Limited Geographic Diversification
The ETF is heavily weighted toward U.S. companies, with minimal exposure to international markets, which limits protection against regional economic downturns.
HRTS vs. SPDR S&P 500 ETF (SPY)
AUM56.11M
RegionGlobal
Expense Ratio0.75%
Beta0.78
IssuerTema
Inception DateNov 21, 2023
Dividend Yield1.32%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,457
30 Day Avg. Volume7,448
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
41.10Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering45
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HRTS Summary
The Tema Cardiovascular and Metabolic ETF (HRTS) focuses on companies in the health care sector, specifically those innovating in cardiovascular and metabolic health. It includes well-known names like Eli Lilly & Co and UnitedHealth, which are leaders in developing treatments for heart disease, diabetes, and other metabolic disorders. This ETF might appeal to investors looking for growth opportunities in cutting-edge medical advancements. However, new investors should be aware that this fund is heavily concentrated in the health care sector, meaning its performance could be impacted by changes in that industry.
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
The Tema Cardiovascular and Metabolic ETF (HRTS) is heavily concentrated in the health care sector, with a global mix of pharmaceutical and biotech leaders driving its performance. Eli Lilly stands out as a rising star, buoyed by strong financials and innovative treatments, while Roche and Johnson & Johnson add steady momentum with robust growth and strategic advancements. However, UnitedHealth and Abbott Laboratories are lagging, facing headwinds from technical challenges and market pressures. Overall, the fund leans on a mix of established giants and innovators to capture the pulse of cardiovascular and metabolic health advancements.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 10.11% | $5.67M | $1.01T | 45.12% | 72 Outperform | |
| Roche Holding | 4.89% | $2.74M | $341.22B | 47.20% | 74 Outperform | |
| UnitedHealth | 4.50% | $2.53M | $311.59B | -37.38% | 72 Outperform | |
| AstraZeneca | 4.37% | $2.45M | £220.41B | 31.78% | 80 Outperform | |
| Thermo Fisher | 4.07% | $2.28M | $232.51B | 10.50% | 72 Outperform | |
| Merck & Company | 4.03% | $2.26M | $274.34B | 9.57% | 80 Outperform | |
| Johnson & Johnson | 3.99% | $2.24M | $492.44B | 44.88% | 78 Outperform | |
| Abbott Laboratories | 3.64% | $2.04M | $218.96B | 10.28% | 73 Outperform | |
| ― | 3.39% | $1.90M | ― | ― | ― | |
| Boston Scientific | 3.13% | $1.76M | $144.75B | 0.07% | 79 Outperform |
HRTS Technical Analysis
Positive
―
Price Trends
34.61
Positive
32.65
Positive
30.23
Positive
Market Momentum
0.43
Positive
58.44
Neutral
67.16
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HRTS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 35.53, equal to the 50-day MA of 34.61, and equal to the 200-day MA of 30.23, indicating a bullish trend. The MACD of 0.43 indicates Positive momentum. The RSI at 58.44 is Neutral, neither overbought nor oversold. The STOCH value of 67.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HRTS.
HRTS Peer Comparison
Comparison Results
Performance Comparison
HRTS
Tema Cardiovascular and Metabolic ETF
35.90
7.62
26.94%
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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