HRTS vs IBIH
Comparison between TEMA HEART & HEALTH ETF (HRTS, ETF) and ISHARES IBONDS OCT 2031 TERM TIPS ETF (IBIH, ETF).
HRTS vs IBIH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HRTS
$50M
IBIH
$50M
Expense Ratio
HRTS
0.75%
Winner
IBIH
0.10%
Max Drawdown
HRTS
26.88%
Winner
IBIH
5.40%
Sharpe Ratio
Winner
HRTS
1.16
IBIH
0.28
5Y Beta
HRTS
0.63
Winner
IBIH
0.02
P/E Ratio
HRTS
67.23
IBIH
N/A
Forward P/E
HRTS
20.44
IBIH
N/A
5Y EPS CAGR
HRTS
18.25%
IBIH
N/A
Debt to Equity
HRTS
57.76%
IBIH
N/A
P/S Ratio
HRTS
3.03
IBIH
N/A
P/B Ratio
HRTS
6.13
IBIH
N/A
HRTS vs IBIH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HRTS
+1.93%
IBIH
-0.81%
3M
HRTS
-1.18%
Winner
IBIH
-0.11%
6M
HRTS
-1.74%
Winner
IBIH
+0.97%
1Y
Winner
HRTS
+24.06%
IBIH
+4.93%
Max(CAGR)
Winner
HRTS
+11.69%
IBIH
+5.89%
HRTS vs IBIH - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | HRTS | IBIH |
|---|---|---|
| 2026 | -3.11% | +1.14% |
| 2025 | +22.59% | +8.35% |
| 2024 | -4.44% | +1.95% |
| 2023 | +14.97% | +4.60% |
HRTS vs IBIH Drawdown Comparison
The maximum drawdown for HRTS was -25.81%, occurring on Apr 8, 2025. Recovery took 343 trading sessions.
The maximum drawdown for IBIH was -3.94%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.
The current HRTS drawdown is -6.43%. The current IBIH drawdown is -1.09%.
| Rank | HRTS | IBIH |
|---|---|---|
| #1 | -25.81% Jul 16, 2024 - Nov 25, 2025 | -3.94% Sep 24, 2024 - Feb 28, 2025 |
| #2 | -11.72% Mar 1, 2024 - Jul 11, 2024 | -2.96% Apr 3, 2025 - Jun 25, 2025 |
| #3 | -11.01% Jan 7, 2026 - Mar 27, 2026 | -2.90% Feb 1, 2024 - Jun 5, 2024 |
| #4 | -4.13% Nov 26, 2025 - Dec 24, 2025 | -2.67% Sep 22, 2023 - Nov 3, 2023 |
| #5 | -3.35% Jan 9, 2024 - Jan 29, 2024 | -1.70% Mar 9, 2026 - Apr 17, 2026 |
| #6 | -2.72% Feb 12, 2024 - Feb 26, 2024 | -1.55% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -2.56% Feb 27, 2024 - Mar 1, 2024 | -1.15% May 1, 2026 - May 22, 2026 |
| #8 | -2.24% Jan 29, 2024 - Feb 6, 2024 | -1.15% Mar 3, 2025 - Mar 28, 2025 |
| #9 | -2.18% Dec 27, 2023 - Jan 8, 2024 | -1.07% Jun 5, 2024 - Jun 18, 2024 |
| #10 | -2.16% Dec 19, 2023 - Dec 22, 2023 | -1.05% Nov 8, 2023 - Nov 14, 2023 |
| #11 | -1.55% Dec 24, 2025 - Jan 6, 2026 | -1.00% Oct 22, 2025 - Jan 30, 2026 |
| #12 | -1.54% Dec 7, 2023 - Dec 13, 2023 | -0.92% Aug 5, 2024 - Aug 21, 2024 |
| #13 | -1.51% Nov 24, 2023 - Dec 1, 2023 | -0.82% Jul 17, 2024 - Jul 31, 2024 |
| #14 | -1.12% Feb 6, 2024 - Feb 8, 2024 | -0.76% Jun 20, 2024 - Jul 5, 2024 |
| #15 | -0.82% Dec 14, 2023 - Dec 19, 2023 | -0.76% Sep 8, 2025 - Oct 21, 2025 |
Correlation
Correlation between HRTS and IBIH is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.40
-101
Dividend Comparison (2023 - 2026)
HRTS vs IBIH dividend yield comparison.
| Year | HRTS | IBIH |
|---|---|---|
| 2026 | 0.00% | 0.31% |
| 2025 | 1.34% | 4.68% |
| 2024 | 1.63% | 4.34% |
| 2023 | 0.00% | 0.70% |
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