HRTS vs SPY
Comparison between TEMA HEART & HEALTH ETF (HRTS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
HRTS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HRTS
$50M
Winner
SPY
$735B
Expense Ratio
HRTS
0.75%
Winner
SPY
0.09%
Max Drawdown
Winner
HRTS
26.88%
SPY
56.47%
Sharpe Ratio
HRTS
1.16
Winner
SPY
1.62
5Y Beta
Winner
HRTS
0.63
SPY
1.00
P/E Ratio
HRTS
67.23
Winner
SPY
28.99
Forward P/E
Winner
HRTS
20.44
SPY
22.37
5Y Dividends CAGR
HRTS
N/A
SPY
5.43%
5Y EPS CAGR
HRTS
18.25%
Winner
SPY
26.05%
Debt to Equity
HRTS
57.76%
Winner
SPY
32.40%
P/S Ratio
Winner
HRTS
3.03
SPY
3.74
P/B Ratio
HRTS
6.13
Winner
SPY
5.61
HRTS vs SPY - Holdings Comparison
HRTS and SPY have 21 common holdings. Overlap is 6.19%
HRTS's top 25 holdings weight is 82.79%. SPY's top 25 holdings weight is 52.37%.
| Rank | HRTS | SPY |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 11.17% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 5.23% | APPLE INC (AAPL) - 7.02% |
| #3 | NOVO NORDISK AS CLASS B (n/a) - 5.16% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | ROCHE HOLDING AG ADR (RHHBY) - 4.54% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | MERCK & CO INC (MRK) - 4.33% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 4.07% | BROADCOM INC (AVGO) - 3.10% |
| #7 | JOHNSON & JOHNSON (JNJ) - 3.69% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.64% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | GILEAD SCIENCES INC (GILD) - 3.44% | TESLA INC (TSLA) - 1.89% |
| #10 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.40% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 3.29% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.87% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | BRIDGEBIO PHARMA INC (BBIO) - 2.67% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | ABBOTT LABORATORIES (ABT) - 2.66% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | DANAHER CORP (DHR) - 2.53% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | CYTOKINETICS INC (CYTK) - 2.52% | INTEL CORP (INTC) - 0.90% |
| #17 | ABBVIE INC (ABBV) - 2.36% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.13% | VISA INC CLASS A (V) - 0.85% |
| #19 | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.03% | WALMART INC (WMT) - 0.81% |
| #20 | MEDTRONIC PLC (MDT) - 1.99% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | AMGEN INC (AMGN) - 1.92% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | DEXCOM INC (DXCM) - 1.89% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | EDWARDS LIFESCIENCES CORP (EW) - 1.78% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | MCKESSON CORP (MCK) - 1.75% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | REGENERON PHARMACEUTICALS INC (REGN) - 1.73% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 46 | 505 |
HRTS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HRTS
+1.93%
SPY
+1.90%
3M
HRTS
-1.18%
Winner
SPY
+8.55%
6M
HRTS
-1.74%
Winner
SPY
+8.18%
1Y
HRTS
+24.06%
Winner
SPY
+25.79%
5Y(CAGR)
HRTS
N/A
SPY
+13.32%
10Y(CAGR)
HRTS
N/A
SPY
+15.19%
Max(CAGR)
Winner
HRTS
+11.69%
SPY
+8.47%
HRTS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HRTS | SPY |
|---|---|---|
| 2026 | -3.11% | +8.26% |
| 2025 | +22.59% | +18.00% |
| 2024 | -4.44% | +25.59% |
| 2023 | +14.97% | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
HRTS vs SPY Drawdown Comparison
The maximum drawdown for HRTS was -25.81%, occurring on Apr 8, 2025. Recovery took 343 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current HRTS drawdown is -6.43%. The current SPY drawdown is -2.90%.
| Rank | HRTS | SPY |
|---|---|---|
| #1 | -25.81% Jul 16, 2024 - Nov 25, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -11.72% Mar 1, 2024 - Jul 11, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -11.01% Jan 7, 2026 - Mar 27, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -4.13% Nov 26, 2025 - Dec 24, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -3.35% Jan 9, 2024 - Jan 29, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -2.72% Feb 12, 2024 - Feb 26, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.56% Feb 27, 2024 - Mar 1, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.24% Jan 29, 2024 - Feb 6, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.18% Dec 27, 2023 - Jan 8, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.16% Dec 19, 2023 - Dec 22, 2023 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.55% Dec 24, 2025 - Jan 6, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.54% Dec 7, 2023 - Dec 13, 2023 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.51% Nov 24, 2023 - Dec 1, 2023 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.12% Feb 6, 2024 - Feb 8, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.82% Dec 14, 2023 - Dec 19, 2023 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HRTS and SPY is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.50
-101
Dividend Comparison (1999 - 2026)
HRTS vs SPY dividend yield comparison.
| Year | HRTS | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 1.34% | 1.07% |
| 2024 | 1.63% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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