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 Healthcare. HRTS is more expensive with a Total Expense Ratio (TER) of 0.99%, versus 0.85% for MEDX. HRTS is up 5.43% year-to-date (YTD) with -$2M in YTD flows. MEDX performs better with 7.55% YTD performance, and -$3M 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 07/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HRTS MEDX | +1.64%-3.63% | +13.48%+12.79% | +5.43%+7.55% | +32.43%+31.24% | n/a+28.01% | n/an/a |
| Flows | HRTS MEDX | --$883K | -$70K-$2M | -$2M-$3M | -$6M-$3M | --$4M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HRTS MEDX | +17.92%+20.98% | +16.00%+18.54% | n/a+17.32% | n/an/a |
| Max drawdown | HRTS MEDX | -4.69%-7.93% | -10.68%-10.65% | n/a-23.05% | n/an/a |
| Max drawdown duration | HRTS MEDX | 22d22d | 170d115d | n/a393d | n/an/a |
Trading data
HRTS | MEDX | |
Last sale 7/30/2026 at 1:30 PM | $36.90 | $35.04 |
| Previous close 07/29/2026 | $37.25 | $35.80 |
| Consolidated volume 07/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/30/2026 at 1:30 PM
Live
Closed
HRTS | MEDX | |
|---|---|---|
| Last price | $36.90 | $35.04 |
| 1D performance | -0.92% | -2.12% |
| AuM | $55.50 M | $17.69 M |
| E/R | 0.99% | 0.85% |
Characteristics
HRTS | MEDX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Tema | Horizon Kinetics LLC |
| Benchmark | - | - |
| N° of holdings | 43 | 30 |
| 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
76.55%
Switzerland
7.26%
Other
16.19%
MEDX
USA
68.17%
Switzerland
10.22%
United Kingdom
8.49%
Other
13.12%
Sectors
HRTS
Healthcare
99.57%
Other
0.43%
MEDX
Healthcare
92.67%
Other
7.33%
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Diversification
HRTS
Total weight of top 15 holdings out of 15
64.29%
MEDX
Total weight of top 15 holdings out of 15
81.88%
Top 15 holdings
Data as of June 30, 2026
HRTS
Eli Lilly & Co.
11.91%
UnitedHealth Group, Inc.
5.58%
Novo Nordisk A/S
5.25%
Merck & Co., Inc.
4.11%
Roche Holding AG
3.96%
Thermo Fisher Scientific, Inc.
3.91%
AstraZeneca PLC
3.85%
Johnson & Johnson
3.84%
Revolution Medicines, Inc.
3.64%
Cytokinetics, Inc.
3.40%
Novartis AG
3.30%
Gilead Sciences, Inc.
3.09%
Vertex Pharmaceuticals, Inc.
3.04%
Abbott Laboratories
2.71%
Danaher Corp.
2.70%
MEDX
Eli Lilly & Co.
18.51%
AbbVie, Inc.
8.87%
Novartis AG
6.80%
Alkermes Plc
5.79%
Johnson & Johnson
5.58%
AstraZeneca PLC
4.93%
Ionis Pharmaceuticals, Inc.
4.62%
Bristol Myers Squibb Co.
4.40%
Merck & Co., Inc.
3.94%
Amgen, Inc.
3.86%
Alnylam Pharmaceuticals, Inc.
3.30%
Biogen, Inc.
3.07%
Pfizer Inc.
2.87%
GSK Plc
2.70%
CRISPR Therapeutics AG
2.64%
Frequently asked questions about HRTS and MEDX
How have the HRTS and MEDX ETFs performed in 2026?
As of July 29, 2026, HRTS is up 5.43% year-to-date (YTD), while MEDX has returned 7.55%. 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 -$3M for MEDX.
Which ETF is more volatile: HRTS or MEDX?
Over the past year, HRTS had a volatility of 16%, while MEDX experienced 18.54%.
Which ETF is bigger: HRTS or MEDX?
As of July 29, 2026, HRTS holds $55.50 M in assets under management (AUM), while MEDX manages $17.69 M.
What sectors do the HRTS and MEDX ETFs invest in?
HRTS leans toward sectors like Healthcare. Meanwhile, MEDX focuses on Healthcare.
What are the top holdings of the HRTS ETF and MEDX ETF?
HRTS top holdings include Eli Lilly & Co., UnitedHealth Group, Inc. and Novo Nordisk A/S. MEDX holds in its top three: Eli Lilly & Co., AbbVie, Inc. and Novartis AG.
Which ETF is more diversified: HRTS or MEDX?
HRTS holds 43 securities with 64.29% of its assets in the top 15. MEDX has 30 securities and a top 15 weight of 81.88%.
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Latest news about HRTS & MEDX
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