HRTSvsMEDXETF Comparison
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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 -2.91% year-to-date (YTD) with -$1M in YTD flows. MEDX performs better with 3.66% YTD performance, and -$2M 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.
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HRTS vs MEDX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/12/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HRTS MEDX | +1.69%+4.56% | +1.34%+3.12% | -2.91%+3.66% | +19.31%+27.83% | n/a+21.11% | n/an/a |
| Flows | HRTS MEDX | +$344K-$853K | -$339K-$2M | -$1M-$2M | -$10M-$2M | --$4M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HRTS MEDX | +17.41%+19.25% | +15.73%+17.79% | n/a+16.85% | n/an/a |
| Max drawdown | HRTS MEDX | -5.26%-5.88% | -10.68%-10.65% | n/a-23.05% | n/an/a |
| Max drawdown duration | HRTS MEDX | 54d55d | 156d103d | n/a393d | n/an/a |
Trading data
HRTS | MEDX | |
Last sale 6/12/2026 at 7:41 PM | $34.26 | $34.67 |
| Previous close 06/12/2026 | $34.44 | $34.74 |
| Consolidated volume 06/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 6/12/2026 at 7:41 PM
Live
Closed
HRTS | MEDX | |
|---|---|---|
| Last price | $34.26 | $34.67 |
| 1D performance | -0.51% | -0.19% |
| AuM | $52.14 M | $17.92 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 |
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Exposure
Countries
HRTS
USA
81.88%
Other
18.12%
MEDX
USA
78.22%
Other
21.78%
Sectors
HRTS
Health Care
86.6%
Other
13.4%
MEDX
Health Care
78.89%
Other
21.11%
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Diversification
HRTS
Total weight of top 15 holdings out of 15
61.36%
MEDX
Total weight of top 15 holdings out of 15
80.85%
Top 15 holdings
Data as of April 30, 2026
HRTS
LILLY
9.40%
UNITEDHEALTH GRP
5.08%
US7711951043
4.92%
ASTRAZENECA
4.23%
JOHNSON&JOHNSON
4.23%
MERCK & CO INC
4.12%
DK0062498333
3.96%
THERMO FISHER SCIENTIFIC
3.92%
GILEAD SCIENCES
3.39%
NOVARTIS
3.38%
VERTEX PHARMACEUTICALS
3.14%
BRIDGEBIO PHARMA
3.03%
ABBOTT LABS
2.93%
REVOLUTION MEDICINES INC
2.89%
ABBVIE
2.74%
MEDX
LILLY
15.38%
ABBVIE
7.99%
US66987V1098
7.30%
JOHNSON&JOHNSON
5.71%
ASTRAZENECA
5.67%
BRISTOL-MYERS SQUIBB
5.10%
IONIS PHARMACEUTICALS INC
4.75%
AMGEN-T
4.23%
ALKERMES
4.10%
ALNYLAM PHARMACEUTICALS
4.03%
MERCK & CO INC
3.90%
PFIZER
3.66%
US37733W2044
3.22%
BIOGEN INC
2.97%
CRISPR THERAPEUTICS
2.84%
Frequently asked questions about HRTS and MEDX
How have the HRTS and MEDX ETFs performed in 2026?
As of June 12, 2026, HRTS is down -2.91% year-to-date (YTD), while MEDX has returned 3.66%. 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 -$1M in flows, compared to -$2M for MEDX.
Which ETF is more volatile: HRTS or MEDX?
Over the past year, HRTS had a volatility of 15.73%, while MEDX experienced 17.79%.
Which ETF is bigger: HRTS or MEDX?
As of June 12, 2026, HRTS holds $52.14 M in assets under management (AUM), while MEDX manages $17.92 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, UNITEDHEALTH GRP and US7711951043. MEDX holds in its top three: LILLY, ABBVIE and US66987V1098.
Which ETF is more diversified: HRTS or MEDX?
HRTS holds 43 securities with 61.36% of its assets in the top 15. MEDX has 29 securities and a top 15 weight of 80.85%.
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Latest news about HRTS & MEDX
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