HRTS vs SRHR
Comparison between TEMA HEART & HEALTH ETF (HRTS, ETF) and SRH REIT COVERED CALL ETF (SRHR, ETF).
HRTS is from the Healthcare sector, while SRHR is from the Real Estate sector.
HRTS vs SRHR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HRTS
$52M
SRHR
$52M
Expense Ratio
HRTS
0.75%
SRHR
0.75%
Max Drawdown
HRTS
26.88%
Winner
SRHR
21.60%
Sharpe Ratio
Winner
HRTS
1.09
SRHR
0.73
5Y Beta
HRTS
0.62
Winner
SRHR
0.57
P/E Ratio
HRTS
62.56
Winner
SRHR
41.43
Forward P/E
Winner
HRTS
20.95
SRHR
29.15
PEG Ratio
HRTS
N/A
SRHR
0.11
5Y EPS CAGR
Winner
HRTS
18.05%
SRHR
4.39%
Debt to Equity
Winner
HRTS
57.72%
SRHR
62.22%
HRTS vs SRHR - Holdings Comparison
HRTS and SRHR have 1 common holdings. Overlap is -0.40%
HRTS's top 25 holdings weight is 83.56%. SRHR's top 25 holdings weight is 100.92%.
| Rank | HRTS | SRHR |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 11.53% | LAMAR ADVERTISING CO CLASS A (LAMR) - 10.87% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 5.42% | VENTAS INC (VTR) - 7.49% |
| #3 | NOVO NORDISK AS CLASS B (n/a) - 5.14% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 5.73% |
| #4 | ROCHE HOLDING AG ADR (RHHBY) - 4.37% | GLOBAL NET LEASE INC (GNL) - 5.32% |
| #5 | MERCK & CO INC (MRK) - 4.32% | CROWN CASTLE INC (CCI) - 5.20% |
| #6 | THERMO FISHER SCIENTIFIC INC (TMO) - 4.04% | HOST HOTELS & RESORTS INC (HST) - 4.83% |
| #7 | ASTRAZENECA PLC (AZN:XLON) - 3.98% | FIRST INDUSTRIAL REALTY TRUST INC (FR) - 4.37% |
| #8 | JOHNSON & JOHNSON (JNJ) - 3.69% | HEALTHPEAK PROPERTIES INC (DOC) - 4.28% |
| #9 | GILEAD SCIENCES INC (GILD) - 3.39% | HIGHWOODS PROPERTIES INC (HIW) - 4.22% |
| #10 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.34% | NEXPOINT RESIDENTIAL TRUST INC (NXRT) - 4.03% |
| #11 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 3.32% | COUSINS PROPERTIES INC (CUZ) - 3.86% |
| #12 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.89% | SMARTSTOP SELF STORAGE REIT INC ORDINARY SHARES (SMA) - 3.85% |
| #13 | ABBOTT LABORATORIES (ABT) - 2.75% | SUN COMMUNITIES INC (SUI) - 3.79% |
| #14 | DANAHER CORP (DHR) - 2.66% | BRIXMOR PROPERTY GROUP INC (BRX) - 3.79% |
| #15 | BRIDGEBIO PHARMA INC (BBIO) - 2.60% | INVITATION HOMES INC (INVH) - 3.72% |
| #16 | ABBVIE INC (ABBV) - 2.46% | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 3.51% |
| #17 | CYTOKINETICS INC (CYTK) - 2.42% | EXTRA SPACE STORAGE INC (EXR) - 3.43% |
| #18 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.06% | CURBLINE PROPERTIES CORP (CURB) - 3.40% |
| #19 | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.00% | EASTGROUP PROPERTIES INC (EGP) - 2.85% |
| #20 | DEXCOM INC (DXCM) - 1.99% | LINEAGE INC REIT (LINE) - 2.84% |
| #21 | MEDTRONIC PLC (MDT) - 1.95% | REXFORD INDUSTRIAL REALTY INC (REXR) - 2.66% |
| #22 | AMGEN INC (AMGN) - 1.94% | MILLROSE PROPERTIES INC CLASS A (MRP) - 2.42% |
| #23 | EDWARDS LIFESCIENCES CORP (EW) - 1.84% | APPLE HOSPITALITY REIT INC (APLE) - 2.23% |
| #24 | MCKESSON CORP (MCK) - 1.76% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 2.07% |
| #25 | REGENERON PHARMACEUTICALS INC (REGN) - 1.70% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.16% |
| Total Holdings | 46 | 34 |
HRTS vs SRHR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HRTS
+2.04%
SRHR
+1.65%
3M
HRTS
+1.86%
Winner
SRHR
+8.12%
6M
HRTS
-2.21%
Winner
SRHR
+12.97%
1Y
Winner
HRTS
+21.63%
SRHR
+12.75%
Max(CAGR)
HRTS
+11.07%
Winner
SRHR
+11.72%
HRTS vs SRHR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | HRTS | SRHR |
|---|---|---|
| 2026 | -4.09% | +12.22% |
| 2025 | +22.59% | -0.02% |
| 2024 | -4.44% | +3.31% |
| 2023 | +14.97% | +15.83% |
HRTS vs SRHR Drawdown Comparison
The maximum drawdown for HRTS was -25.81%, occurring on Apr 8, 2025. Recovery took 343 trading sessions.
The maximum drawdown for SRHR was -18.68%, occurring on Apr 8, 2025. Recovery took 404 trading sessions.
The current HRTS drawdown is -7.38%. The current SRHR drawdown is -2.46%.
| Rank | HRTS | SRHR |
|---|---|---|
| #1 | -25.81% Jul 16, 2024 - Nov 25, 2025 | -18.68% Sep 24, 2024 - May 6, 2026 |
| #2 | -11.72% Mar 1, 2024 - Jul 11, 2024 | -8.79% Mar 8, 2024 - Jul 12, 2024 |
| #3 | -11.01% Jan 7, 2026 - Mar 27, 2026 | -4.97% Dec 28, 2023 - Mar 6, 2024 |
| #4 | -4.13% Nov 26, 2025 - Dec 24, 2025 | -4.12% Jul 30, 2024 - Aug 14, 2024 |
| #5 | -3.35% Jan 9, 2024 - Jan 29, 2024 | -3.21% Nov 3, 2023 - Nov 14, 2023 |
| #6 | -2.72% Feb 12, 2024 - Feb 26, 2024 | -3.01% Jun 12, 2026 - Jun 17, 2026 |
| #7 | -2.56% Feb 27, 2024 - Mar 1, 2024 | -2.94% May 8, 2026 - May 22, 2026 |
| #8 | -2.24% Jan 29, 2024 - Feb 6, 2024 | -2.42% May 27, 2026 - Jun 9, 2026 |
| #9 | -2.18% Dec 27, 2023 - Jan 8, 2024 | -2.04% Jul 23, 2024 - Jul 29, 2024 |
| #10 | -2.16% Dec 19, 2023 - Dec 22, 2023 | -1.62% Aug 30, 2024 - Sep 13, 2024 |
| #11 | -1.55% Dec 24, 2025 - Jan 6, 2026 | -1.52% Dec 14, 2023 - Dec 27, 2023 |
| #12 | -1.54% Dec 7, 2023 - Dec 13, 2023 | -1.36% Jul 17, 2024 - Jul 23, 2024 |
| #13 | -1.51% Nov 24, 2023 - Dec 1, 2023 | -1.31% Dec 1, 2023 - Dec 12, 2023 |
| #14 | -1.12% Feb 6, 2024 - Feb 8, 2024 | -0.82% Nov 20, 2023 - Nov 24, 2023 |
| #15 | -0.82% Dec 14, 2023 - Dec 19, 2023 | -0.68% Nov 15, 2023 - Nov 20, 2023 |
Correlation
Correlation between HRTS and SRHR is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.51
-101
Dividend Comparison (2023 - 2026)
HRTS vs SRHR dividend yield comparison.
| Year | HRTS | SRHR |
|---|---|---|
| 2026 | 0.00% | 2.55% |
| 2025 | 1.34% | 7.07% |
| 2024 | 1.63% | 6.90% |
| 2023 | 0.00% | 0.95% |
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