HRTS vs AVGW
Comparison between TEMA HEART & HEALTH ETF (HRTS, ETF) and ROUNDHILL AVGO WEEKLYPAY ETF (AVGW, ETF).
HRTS vs AVGW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HRTS vs AVGW - Holdings Comparison
HRTS and AVGW have 0 common holdings. Overlap is 0.00%
HRTS's top 25 holdings weight is 82.79%. AVGW's top 25 holdings weight is 40.23%.
| Rank | HRTS | AVGW |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 11.17% | BROADCOM INC (AVGO) - 33.23% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 5.23% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 7.00% |
| #3 | NOVO NORDISK AS CLASS B (n/a) - 5.16% | N/A |
| #4 | ROCHE HOLDING AG ADR (RHHBY) - 4.54% | N/A |
| #5 | MERCK & CO INC (MRK) - 4.33% | N/A |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 4.07% | N/A |
| #7 | JOHNSON & JOHNSON (JNJ) - 3.69% | N/A |
| #8 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.64% | N/A |
| #9 | GILEAD SCIENCES INC (GILD) - 3.44% | N/A |
| #10 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.40% | N/A |
| #11 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 3.29% | N/A |
| #12 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.87% | N/A |
| #13 | BRIDGEBIO PHARMA INC (BBIO) - 2.67% | N/A |
| #14 | ABBOTT LABORATORIES (ABT) - 2.66% | N/A |
| #15 | DANAHER CORP (DHR) - 2.53% | N/A |
| #16 | CYTOKINETICS INC (CYTK) - 2.52% | N/A |
| #17 | ABBVIE INC (ABBV) - 2.36% | N/A |
| #18 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.13% | N/A |
| #19 | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.03% | N/A |
| #20 | MEDTRONIC PLC (MDT) - 1.99% | N/A |
| #21 | AMGEN INC (AMGN) - 1.92% | N/A |
| #22 | DEXCOM INC (DXCM) - 1.89% | N/A |
| #23 | EDWARDS LIFESCIENCES CORP (EW) - 1.78% | N/A |
| #24 | MCKESSON CORP (MCK) - 1.75% | N/A |
| #25 | REGENERON PHARMACEUTICALS INC (REGN) - 1.73% | N/A |
| Total Holdings | 46 | 2 |
HRTS vs AVGW - Historical Returns
Returns include dividend reinvestment.
HRTS vs AVGW - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | HRTS | AVGW |
|---|---|---|
| 2026 | -3.11% | +10.82% |
| 2025 | +22.59% | +20.85% |
| 2024 | -4.44% | N/A |
| 2023 | +14.97% | N/A |
HRTS vs AVGW Drawdown Comparison
The maximum drawdown for HRTS was -25.81%, occurring on Apr 8, 2025. Recovery took 343 trading sessions.
The maximum drawdown for AVGW was -34.65%, occurring on Mar 30, 2026. Recovery took 90 trading sessions.
The current HRTS drawdown is -6.43%. The current AVGW drawdown is -23.64%.
| Rank | HRTS | AVGW |
|---|---|---|
| #1 | -25.81% Jul 16, 2024 - Nov 25, 2025 | -34.65% Dec 10, 2025 - Apr 22, 2026 |
| #2 | -11.72% Mar 1, 2024 - Jul 11, 2024 | -23.64% Jun 2, 2026 - Jun 5, 2026 |
| #3 | -11.01% Jan 7, 2026 - Mar 27, 2026 | -14.94% Sep 10, 2025 - Oct 28, 2025 |
| #4 | -4.13% Nov 26, 2025 - Dec 24, 2025 | -14.54% Oct 29, 2025 - Nov 26, 2025 |
| #5 | -3.35% Jan 9, 2024 - Jan 29, 2024 | -8.89% Aug 12, 2025 - Sep 5, 2025 |
| #6 | -2.72% Feb 12, 2024 - Feb 26, 2024 | -7.79% May 14, 2026 - May 29, 2026 |
| #7 | -2.56% Feb 27, 2024 - Mar 1, 2024 | -6.66% Apr 22, 2026 - May 5, 2026 |
| #8 | -2.24% Jan 29, 2024 - Feb 6, 2024 | -6.51% Nov 28, 2025 - Dec 9, 2025 |
| #9 | -2.18% Dec 27, 2023 - Jan 8, 2024 | -5.52% Jul 30, 2025 - Aug 7, 2025 |
| #10 | -2.16% Dec 19, 2023 - Dec 22, 2023 | -4.32% May 5, 2026 - May 8, 2026 |
| #11 | -1.55% Dec 24, 2025 - Jan 6, 2026 | -3.94% May 8, 2026 - May 14, 2026 |
| #12 | -1.54% Dec 7, 2023 - Dec 13, 2023 | -2.85% Sep 8, 2025 - Sep 10, 2025 |
| #13 | -1.51% Nov 24, 2023 - Dec 1, 2023 | -0.59% Aug 8, 2025 - Aug 12, 2025 |
| #14 | -1.12% Feb 6, 2024 - Feb 8, 2024 | N/A |
| #15 | -0.82% Dec 14, 2023 - Dec 19, 2023 | N/A |
Correlation
Correlation between HRTS and AVGW is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2024 - 2026)
HRTS vs AVGW dividend yield comparison.
| Year | HRTS | AVGW |
|---|---|---|
| 2026 | 0.00% | 22.63% |
| 2025 | 1.34% | 31.15% |
| 2024 | 1.63% | 0.00% |
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