HRTSvsMEDXETF Comparison
VS
Tema GLP-1, Obesity & Cardiometabolic ETF (HRTS) and Horizon Kinetics Medical ETF (MEDX) belong to the same industry segment: Tomorrow's Treatments. Both ETFs have the same top 3 sector exposures: and Health Care. HRTS is more expensive with a Total Expense Ratio (TER) of 0.99%, versus 0.85% for MEDX. HRTS is down -7.09% year-to-date (YTD) with -$2M in YTD flows. MEDX performs better with -4.65% YTD performance, and -$799K in YTD flows. Run a side-by-side ETF comparison of HRTS and MEDX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
HRTS vs MEDX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HRTS MEDX | +0.22%-2.05% | -7.83%-5.54% | -7.09%-4.65% | +15.13%+20.10% | n/a+12.19% | n/an/a |
| Flows | HRTS MEDX | -$1M- | -$4M-$799K | -$2M-$799K | -$12M-$2M | --$3M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HRTS MEDX | +16.39%+19.26% | +16.33%+18.69% | n/a+16.63% | n/an/a |
| Max drawdown | HRTS MEDX | -9.68%-10.65% | -10.68%-10.65% | n/a-23.05% | n/an/a |
| Max drawdown duration | HRTS MEDX | 59d59d | 112d59d | n/a393d | n/an/a |
Trading data
HRTS | MEDX | |
Last sale 4/29/2026 at 1:30 PM | $32.83 | $31.71 |
| Previous close 04/29/2026 | $33.15 | $31.94 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 4/29/2026 at 1:30 PM
Live
Closed
HRTS | MEDX | |
|---|---|---|
| Last price | $32.83 | $31.71 |
| 1D performance | -0.96% | -0.73% |
| AuM | $48.91 M | $17.27 M |
| E/R | 0.99% | 0.85% |
Characteristics
HRTS | MEDX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Tema | Horizon Kinetics LLC |
| Benchmark | - | - |
| N° of holdings | 38 | 25 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 21, 2023 | January 27, 2023 |
| ESG | No | No |
Advertisement
Exposure
Countries
HRTS
USA
82.47%
Other
17.53%
MEDX
USA
79.24%
Other
20.76%
Sectors
HRTS
Health Care
87.86%
Other
12.14%
MEDX
Health Care
79%
Other
21%
Advertisement
Diversification
HRTS
Total weight of top 15 holdings out of 15
61.52%
MEDX
Total weight of top 15 holdings out of 15
82.03%
Top 15 holdings
Data as of March 31, 2026
HRTS
LILLY
9.70%
JOHNSON&JOHNSON
4.97%
US7711951043
4.94%
ASTRAZENECA
4.91%
MERCK & CO INC
4.46%
THERMO FISHER SCIENTIFIC
4.06%
UNITEDHEALTH GRP
3.79%
GILEAD SCIENCES
3.66%
NOVARTIS
3.52%
VERTEX PHARMACEUTICALS
3.30%
ABBOTT LABS
3.26%
ABBVIE
3.00%
BRIDGEBIO PHARMA
2.85%
DANAHER
2.81%
MEDTRONIC PLC
2.29%
MEDX
LILLY
15.47%
ABBVIE
8.50%
US66987V1098
7.50%
JOHNSON&JOHNSON
6.05%
ASTRAZENECA
5.78%
BRISTOL-MYERS SQUIBB
5.20%
IONIS PHARMACEUTICALS INC
4.70%
AMGEN-T
4.28%
MERCK & CO INC
4.12%
ALNYLAM PHARMACEUTICALS
4.07%
PFIZER
3.74%
ALKERMES
3.61%
US37733W2044
3.17%
BIOGEN INC
3.04%
REGENERON PHARMACEUTICALS
2.80%
Frequently asked questions about HRTS and MEDX
How have the HRTS and MEDX ETFs performed in 2026?
As of April 29, 2026, HRTS is down -7.09% year-to-date (YTD), while MEDX has lost -4.65%. That puts MEDX better performer ahead so far this year.
Which ETF is attracting more investor money: HRTS or MEDX?
Year-to-date, the HRTS ETF saw -$2M in flows, compared to -$799K for MEDX.
Which ETF is more volatile: HRTS or MEDX?
Over the past year, HRTS had a volatility of 16.33%, while MEDX experienced 18.69%.
Which ETF is bigger: HRTS or MEDX?
As of April 29, 2026, HRTS holds $48.91 M in assets under management (AUM), while MEDX manages $17.27 M.
What sectors do the HRTS and MEDX ETFs invest in?
HRTS leans toward sectors like Health Care. Meanwhile, MEDX focuses on Health Care.
What are the top holdings of the HRTS ETF and MEDX ETF?
HRTS top holdings include LILLY, JOHNSON&JOHNSON and US7711951043. MEDX holds in its top three: LILLY, ABBVIE and US66987V1098.
Which ETF is more diversified: HRTS or MEDX?
HRTS holds 44 securities with 61.52% of its assets in the top 15. MEDX has 29 securities and a top 15 weight of 82.03%.
Advertisement
Latest news about HRTS & MEDX
Advertisement
