HRTS vs DSTX
Comparison between TEMA HEART & HEALTH ETF (HRTS, ETF) and DISTILLATE INTERNATIONAL FUNDAMENTAL STABILITY & VALUE ETF (DSTX, ETF).
HRTS vs DSTX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HRTS
$50M
DSTX
$50M
Expense Ratio
HRTS
0.75%
Winner
DSTX
0.55%
Max Drawdown
Winner
HRTS
26.88%
DSTX
36.50%
Sharpe Ratio
HRTS
1.16
Winner
DSTX
1.24
5Y Beta
Winner
HRTS
0.63
DSTX
0.71
P/E Ratio
HRTS
67.23
DSTX
N/A
Forward P/E
HRTS
20.44
DSTX
N/A
5Y Dividends CAGR
HRTS
N/A
DSTX
69.66%
5Y EPS CAGR
HRTS
18.25%
DSTX
N/A
Debt to Equity
HRTS
57.76%
DSTX
N/A
P/S Ratio
HRTS
3.03
DSTX
N/A
P/B Ratio
HRTS
6.13
DSTX
N/A
HRTS vs DSTX - Holdings Comparison
HRTS and DSTX have 2 common holdings. Overlap is 0.92%
HRTS's top 25 holdings weight is 82.79%. DSTX's top 25 holdings weight is 36.20%.
| Rank | HRTS | DSTX |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 11.17% | UNITED MICROELECTRONICS CORP (n/a) - 2.37% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 5.23% | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.03% |
| #3 | NOVO NORDISK AS CLASS B (n/a) - 5.16% | n/a (n/a) - 1.93% |
| #4 | ROCHE HOLDING AG ADR (RHHBY) - 4.54% | SANOFI SA (n/a) - 1.89% |
| #5 | MERCK & CO INC (MRK) - 4.33% | KIA CORP (n/a) - 1.58% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 4.07% | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 1.54% |
| #7 | JOHNSON & JOHNSON (JNJ) - 3.69% | COMPAGNIE DE SAINT-GOBAIN SA (n/a) - 1.49% |
| #8 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.64% | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 1.48% |
| #9 | GILEAD SCIENCES INC (GILD) - 3.44% | ROCHE HOLDING AG ADR (RHHBY) - 1.46% |
| #10 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.40% | SEA LTD ADR (SE) - 1.42% |
| #11 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 3.29% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.37% |
| #12 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.87% | VINCI SA (n/a) - 1.36% |
| #13 | BRIDGEBIO PHARMA INC (BBIO) - 2.67% | RIO TINTO LTD (n/a) - 1.34% |
| #14 | ABBOTT LABORATORIES (ABT) - 2.66% | HD HYUNDAI (n/a) - 1.31% |
| #15 | DANAHER CORP (DHR) - 2.53% | CONSTELLATION SOFTWARE INC (n/a) - 1.28% |
| #16 | CYTOKINETICS INC (CYTK) - 2.52% | HEIDELBERG MATERIALS AG (n/a) - 1.28% |
| #17 | ABBVIE INC (ABBV) - 2.36% | LONDON STOCK EXCHANGE GROUP PLC (n/a) - 1.28% |
| #18 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.13% | EQT AB ORDINARY SHARES (n/a) - 1.27% |
| #19 | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.03% | TFI INTERNATIONAL INC (TFII) - 1.26% |
| #20 | MEDTRONIC PLC (MDT) - 1.99% | PUBLICIS GROUPE SA (n/a) - 1.23% |
| #21 | AMGEN INC (AMGN) - 1.92% | GEELY AUTOMOBILE HOLDINGS LTD (n/a) - 1.23% |
| #22 | DEXCOM INC (DXCM) - 1.89% | KINROSS GOLD CORP (n/a) - 1.23% |
| #23 | EDWARDS LIFESCIENCES CORP (EW) - 1.78% | NETEASE INC ORDINARY SHARES (n/a) - 1.20% |
| #24 | MCKESSON CORP (MCK) - 1.75% | NORSK HYDRO ASA (n/a) - 1.20% |
| #25 | REGENERON PHARMACEUTICALS INC (REGN) - 1.73% | DAIKIN INDUSTRIES LTD (n/a) - 1.17% |
| Total Holdings | 46 | 107 |
HRTS vs DSTX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HRTS
+1.93%
DSTX
-2.05%
3M
HRTS
-1.18%
Winner
DSTX
+1.07%
6M
HRTS
-1.74%
Winner
DSTX
+6.74%
1Y
HRTS
+24.06%
Winner
DSTX
+24.28%
5Y(CAGR)
HRTS
N/A
DSTX
+6.24%
Max(CAGR)
Winner
HRTS
+11.69%
DSTX
+7.64%
HRTS vs DSTX - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | HRTS | DSTX |
|---|---|---|
| 2026 | -3.11% | +4.03% |
| 2025 | +22.59% | +42.13% |
| 2024 | -4.44% | +1.14% |
| 2023 | +14.97% | +18.87% |
| 2022 | N/A | -19.21% |
| 2021 | N/A | +0.38% |
| 2020 | N/A | +2.03% |
HRTS vs DSTX Drawdown Comparison
The maximum drawdown for HRTS was -25.81%, occurring on Apr 8, 2025. Recovery took 343 trading sessions.
The maximum drawdown for DSTX was -33.65%, occurring on Oct 12, 2022. Recovery took 827 trading sessions.
The current HRTS drawdown is -6.43%. The current DSTX drawdown is -6.21%.
| Rank | HRTS | DSTX |
|---|---|---|
| #1 | -25.81% Jul 16, 2024 - Nov 25, 2025 | -33.65% Jun 14, 2021 - Sep 26, 2024 |
| #2 | -11.72% Mar 1, 2024 - Jul 11, 2024 | -13.28% Mar 19, 2025 - May 2, 2025 |
| #3 | -11.01% Jan 7, 2026 - Mar 27, 2026 | -12.48% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -4.13% Nov 26, 2025 - Dec 24, 2025 | -11.00% Sep 26, 2024 - Mar 7, 2025 |
| #5 | -3.35% Jan 9, 2024 - Jan 29, 2024 | -6.42% Feb 16, 2021 - Jun 1, 2021 |
| #6 | -2.72% Feb 12, 2024 - Feb 26, 2024 | -4.94% Nov 12, 2025 - Dec 4, 2025 |
| #7 | -2.56% Feb 27, 2024 - Mar 1, 2024 | -4.38% Jul 23, 2025 - Aug 12, 2025 |
| #8 | -2.24% Jan 29, 2024 - Feb 6, 2024 | -3.90% Jan 21, 2021 - Feb 8, 2021 |
| #9 | -2.18% Dec 27, 2023 - Jan 8, 2024 | -3.86% Oct 3, 2025 - Oct 23, 2025 |
| #10 | -2.16% Dec 19, 2023 - Dec 22, 2023 | -3.04% Jun 12, 2025 - Jun 27, 2025 |
| #11 | -1.55% Dec 24, 2025 - Jan 6, 2026 | -3.00% Jan 27, 2026 - Feb 9, 2026 |
| #12 | -1.54% Dec 7, 2023 - Dec 13, 2023 | -2.81% Oct 27, 2025 - Nov 11, 2025 |
| #13 | -1.51% Nov 24, 2023 - Dec 1, 2023 | -2.29% Aug 22, 2025 - Sep 8, 2025 |
| #14 | -1.12% Feb 6, 2024 - Feb 8, 2024 | -2.08% Mar 7, 2025 - Mar 17, 2025 |
| #15 | -0.82% Dec 14, 2023 - Dec 19, 2023 | -1.79% Dec 17, 2020 - Dec 29, 2020 |
Correlation
Correlation between HRTS and DSTX is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2020 - 2026)
HRTS vs DSTX dividend yield comparison.
| Year | HRTS | DSTX |
|---|---|---|
| 2026 | 0.00% | 0.21% |
| 2025 | 1.34% | 2.93% |
| 2024 | 1.63% | 2.41% |
| 2023 | 0.00% | 1.81% |
| 2022 | 0.00% | 3.68% |
| 2021 | 0.00% | 2.24% |
| 2020 | 0.00% | 0.07% |
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