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