HEAL vs TRBF

Comparison between GLOBAL X HEALTHTECH ETF (HEAL, ETF) and ANGEL OAK TOTAL RETURN ETF (TRBF, ETF).

HEAL vs TRBF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEAL(ETF)	TRBF(ETF)
Net Assets	$29M	$30M
Expense Ratio	0.50%	0.44%
Max Drawdown	65.87%	3.65%
Sharpe Ratio	-0.60	-0.53
5Y Beta	0.94	0.10
P/E Ratio	1619.93	N/A
Forward P/E	30.01	N/A
5Y Dividends CAGR	38.09%	N/A
Debt to Equity	54.46%	N/A
P/S Ratio	2.24	N/A
P/B Ratio	4.53	N/A

Net Assets

HEAL

$29M

Winner

TRBF

$30M

Expense Ratio

HEAL

0.50%

Winner

TRBF

0.44%

Max Drawdown

HEAL

65.87%

Winner

TRBF

3.65%

Sharpe Ratio

HEAL

-0.60

Winner

TRBF

-0.53

5Y Beta

HEAL

0.94

Winner

TRBF

0.10

P/E Ratio

HEAL

1619.93

TRBF

N/A

Forward P/E

HEAL

30.01

TRBF

N/A

5Y Dividends CAGR

HEAL

38.09%

TRBF

N/A

Debt to Equity

HEAL

54.46%

TRBF

N/A

P/S Ratio

HEAL

2.24

TRBF

N/A

P/B Ratio

HEAL

4.53

TRBF

N/A

HEAL vs TRBF - Holdings Comparison

HEAL and TRBF have 1 common holdings. Overlap is -27.46%

HEAL's top 25 holdings weight is 84.43%. TRBF's top 25 holdings weight is 65.05%.

Rank	HEAL	TRBF
#1	OSCAR HEALTH INC CLASS A (OSCR) - 5.98%	n/a (n/a) - 11.74%
#2	PRO MEDICUS LTD (n/a) - 5.27%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 7.47%
#3	IQVIA HOLDINGS INC (IQV) - 5.00%	FIRST AMERICAN GOVERNMENT OBLIGS U (FGUXX) - 7.25%
#4	HIMS & HERS HEALTH INC ORDINARY SHARES CLASS A (HIMS) - 4.87%	ISHARES IBOXX $ INVMT GRADE CORP BD ETF (LQD) - 4.46%
#5	DEXCOM INC (DXCM) - 4.59%	FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 3.30%
#6	VEEVA SYSTEMS INC CLASS A (VEEV) - 4.28%	WILLOW TREE CLO LLC 2024-1 5.88% (n/a) - 2.83%
#7	TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 4.05%	FNMA PASS-THRU I 3.5% (n/a) - 2.48%
#8	GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 3.83%	FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 2.40%
#9	KONINKLIJKE PHILIPS NV (n/a) - 3.80%	FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 2.37%
#10	RESMED INC (RMD) - 3.58%	FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 2.14%
#11	ALIGNMENT HEALTHCARE INC (ALHC) - 3.49%	n/a (n/a) - 2.11%
#12	INSULET CORP (PODD) - 3.45%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 1.71%
#13	WAYSTAR HOLDING CORP (WAY) - 3.24%	FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 1.70%
#14	IRHYTHM HOLDINGS INC (IRTC) - 3.22%	FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 1.68%
#15	INTUITIVE SURGICAL INC (ISRG) - 3.15%	INVESCO SENIOR LOAN ETF (BKLN) - 1.49%
#16	DEMANT AS (n/a) - 3.15%	n/a (n/a) - 1.42%
#17	PRIVIA HEALTH GROUP INC (PRVA) - 2.80%	n/a (n/a) - 1.35%
#18	HINGE HEALTH INC ORDINARY SHARES CLASS A (HNGE) - 2.62%	n/a (n/a) - 1.25%
#19	TRANSMEDICS GROUP INC (TMDX) - 2.53%	FNMA PASS-THRU I 3% (n/a) - 1.15%
#20	DOXIMITY INC CLASS A (DOCS) - 2.43%	n/a (n/a) - 1.00%
#21	ALIBABA HEALTH INFORMATION TECHNOLOGY LTD (n/a) - 2.32%	ACHD TRUST 2026-DS1 8.25% (n/a) - 0.86%
#22	NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 1.96%	n/a (n/a) - 0.74%
#23	ASTRANA HEALTH INC (ASTH) - 1.65%	n/a (n/a) - 0.72%
#24	LIFESTANCE HEALTH GROUP INC ORDINARY SHARES (LFST) - 1.61%	n/a (n/a) - 0.72%
#25	CLOVER HEALTH INVESTMENTS CORP ORDINARY SHARES CLASS A (CLOV) - 1.56%	n/a (n/a) - 0.71%
Total Holdings	42	254

HEAL vs TRBF - Historical Returns

Returns include dividend reinvestment.

Period	HEAL	TRBF
1 month	+5.78%	-0.26%
3 months	+4.86%	-0.47%
6 months	-9.41%	+0.18%
1 year	-11.34%	N/A
5 years(CAGR)	-13.09%	N/A
Max(CAGR)	-8.55%	+1.73%

Winner

HEAL

+5.78%

TRBF

-0.26%

Winner

HEAL

+4.86%

TRBF

-0.47%

HEAL

-9.41%

Winner

TRBF

+0.18%

HEAL

-11.34%

TRBF

N/A

5Y(CAGR)

HEAL

-13.09%

TRBF

N/A

Max(CAGR)

HEAL

-8.55%

Winner

TRBF

+1.73%

HEAL vs TRBF - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	HEAL	TRBF
2026	-6.86%	+0.61%
2025	-0.82%	+0.96%
2024	-1.50%	N/A
2023	-12.76%	N/A
2022	-29.86%	N/A
2021	-13.99%	N/A
2020	+23.87%	N/A

HEAL vs TRBF Drawdown Comparison

The maximum drawdown for HEAL was -65.76%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for TRBF was -2.59%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current HEAL drawdown is -59.67%. The current TRBF drawdown is -1.61%.

Rank	HEAL	TRBF
#1	-65.76% Feb 12, 2021 - Mar 30, 2026	-2.59% Feb 27, 2026 - Mar 27, 2026
#2	-8.95% Oct 13, 2020 - Nov 20, 2020	-1.12% Oct 22, 2025 - Nov 26, 2025
#3	-8.29% Sep 2, 2020 - Oct 5, 2020	-0.85% Nov 26, 2025 - Jan 12, 2026
#4	-6.44% Jan 25, 2021 - Feb 8, 2021	-0.63% Jan 14, 2026 - Feb 6, 2026
#5	-4.34% Aug 6, 2020 - Aug 20, 2020	-0.24% Feb 10, 2026 - Feb 12, 2026
#6	-2.64% Dec 23, 2020 - Jan 7, 2021	-0.23% Oct 10, 2025 - Oct 14, 2025
#7	-1.48% Aug 20, 2020 - Aug 31, 2020	-0.22% Oct 8, 2025 - Oct 10, 2025
#8	-1.37% Dec 10, 2020 - Dec 17, 2020	-0.17% Jan 12, 2026 - Jan 14, 2026
#9	-1.30% Dec 1, 2020 - Dec 8, 2020	-0.13% Feb 23, 2026 - Feb 25, 2026
#10	-1.25% Nov 23, 2020 - Nov 27, 2020	-0.07% Feb 17, 2026 - Feb 20, 2026
#11	-0.89% Jan 8, 2021 - Jan 12, 2021	-0.03% Oct 16, 2025 - Oct 20, 2025
#12	-0.68% Jan 14, 2021 - Jan 19, 2021	N/A
#13	-0.65% Jan 20, 2021 - Jan 22, 2021	N/A
#14	-0.54% Dec 8, 2020 - Dec 10, 2020	N/A
#15	-0.32% Feb 9, 2021 - Feb 11, 2021	N/A

Correlation

Correlation between HEAL and TRBF is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42

-101