THMZ vs HRTS
Comparison between LAZARD EQUITY MEGATRENDS ETF (THMZ, ETF) and TEMA HEART & HEALTH ETF (HRTS, ETF).
THMZ vs HRTS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
THMZ
$54M
HRTS
$54M
Expense Ratio
Winner
THMZ
0.50%
HRTS
0.75%
Max Drawdown
Winner
THMZ
16.10%
HRTS
26.88%
Sharpe Ratio
THMZ
0.35
Winner
HRTS
1.42
5Y Beta
THMZ
1.07
Winner
HRTS
0.60
P/E Ratio
Winner
THMZ
29.02
HRTS
72.55
Forward P/E
Winner
THMZ
20.44
HRTS
23.26
PEG Ratio
THMZ
0.54
HRTS
N/A
5Y EPS CAGR
Winner
THMZ
23.18%
HRTS
17.78%
Debt to Equity
THMZ
N/A
HRTS
53.59%
P/S Ratio
Winner
THMZ
0.09
HRTS
3.20
P/B Ratio
Winner
THMZ
5.50
HRTS
6.51
THMZ vs HRTS - Holdings Comparison
THMZ and HRTS have 7 common holdings. Overlap is 7.50%
THMZ's top 25 holdings weight is 61.34%. HRTS's top 25 holdings weight is 84.42%.
| Rank | THMZ | HRTS |
|---|---|---|
| #1 | n/a (TSM) - 5.34% | ELI LILLY AND CO (LLY) - 11.56% |
| #2 | APPLIED MATERIALS INC (AMAT) - 4.44% | UNITEDHEALTH GROUP INC (UNH) - 5.74% |
| #3 | AMAZON.COM INC (AMZN) - 3.74% | NOVO NORDISK AS CLASS B (n/a) - 5.38% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 3.67% | THERMO FISHER SCIENTIFIC INC (TMO) - 4.30% |
| #5 | MICROSOFT CORP (MSFT) - 2.94% | MERCK & CO INC (MRK) - 3.92% |
| #6 | NVIDIA CORP (NVDA) - 2.94% | ROCHE HOLDING AG ADR (RHHBY) - 3.90% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.76% | JOHNSON & JOHNSON (JNJ) - 3.89% |
| #8 | MITSUBISHI ELECTRIC CORP (n/a) - 2.68% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 3.45% |
| #9 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.39% | CYTOKINETICS INC (CYTK) - 3.45% |
| #10 | FANUC CORP (n/a) - 2.37% | ASTRAZENECA PLC (AZN:XLON) - 3.43% |
| #11 | BROADCOM INC (AVGO) - 2.32% | NOVARTIS AG REGISTERED SHARES (n/a) - 3.26% |
| #12 | SIEMENS AG (n/a) - 2.27% | GILEAD SCIENCES INC (GILD) - 3.19% |
| #13 | APPLE INC (AAPL) - 2.16% | DANAHER CORP (DHR) - 2.90% |
| #14 | STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 2.11% | BRIDGEBIO PHARMA INC (BBIO) - 2.83% |
| #15 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.02% | VERTEX PHARMACEUTICALS INC (VRTX) - 2.75% |
| #16 | DANAHER CORP (DHR) - 1.99% | ABBOTT LABORATORIES (ABT) - 2.60% |
| #17 | SCHNEIDER ELECTRIC SE (n/a) - 1.88% | ABBVIE INC (ABBV) - 2.59% |
| #18 | ADVANCED MICRO DEVICES INC (AMD) - 1.72% | INTUITIVE SURGICAL INC (ISRG) - 2.28% |
| #19 | AMPHENOL CORP CLASS A (APH) - 1.72% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.00% |
| #20 | ELI LILLY AND CO (LLY) - 1.69% | MEDTRONIC PLC (MDT) - 1.94% |
| #21 | EPIROC AB ORDINARY SHARES CLASS A (n/a) - 1.67% | AMGEN INC (AMGN) - 1.94% |
| #22 | ATLAS COPCO AB CLASS A (n/a) - 1.66% | DEXCOM INC (DXCM) - 1.85% |
| #23 | KB FINANCIAL GROUP INC ADR (KB) - 1.66% | MCKESSON CORP (MCK) - 1.78% |
| #24 | BANK OF AMERICA CORP (BAC) - 1.62% | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 1.78% |
| #25 | UNICREDIT SPA (n/a) - 1.58% | REGENERON PHARMACEUTICALS INC (REGN) - 1.71% |
| Total Holdings | 61 | 45 |
THMZ vs HRTS - Historical Returns
Returns include dividend reinvestment.
1M
THMZ
+0.28%
Winner
HRTS
+4.65%
3M
THMZ
+3.12%
Winner
HRTS
+7.88%
6M
Winner
THMZ
+0.85%
HRTS
+0.23%
1Y
THMZ
+6.88%
Winner
HRTS
+26.56%
Max(CAGR)
Winner
THMZ
+25.01%
HRTS
+13.61%
THMZ vs HRTS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | THMZ | HRTS |
|---|---|---|
| 2026 | +1.36% | +2.90% |
| 2025 | +31.76% | +22.59% |
| 2024 | N/A | -4.44% |
| 2023 | N/A | +14.97% |
THMZ vs HRTS Drawdown Comparison
The maximum drawdown for THMZ was -15.99%, occurring on Mar 30, 2026. Recovery took 92 trading sessions.
The maximum drawdown for HRTS was -25.81%, occurring on Apr 8, 2025. Recovery took 343 trading sessions.
The current THMZ drawdown is -3.48%. The current HRTS drawdown is -3.11%.
| Rank | THMZ | HRTS |
|---|---|---|
| #1 | -15.99% Jan 12, 2026 - May 26, 2026 | -25.81% Jul 16, 2024 - Nov 25, 2025 |
| #2 | -7.01% Oct 28, 2025 - Dec 11, 2025 | -11.72% Mar 1, 2024 - Jul 11, 2024 |
| #3 | -5.43% Jun 2, 2026 - Jun 30, 2026 | -11.01% Jan 7, 2026 - Jun 29, 2026 |
| #4 | -4.86% Apr 9, 2025 - Apr 24, 2025 | -4.64% Jul 7, 2026 - Jul 14, 2026 |
| #5 | -3.64% Oct 6, 2025 - Oct 23, 2025 | -4.13% Nov 26, 2025 - Dec 24, 2025 |
| #6 | -3.51% Dec 11, 2025 - Jan 5, 2026 | -3.35% Jan 9, 2024 - Jan 29, 2024 |
| #7 | -3.48% Jul 6, 2026 - Jul 23, 2026 | -2.72% Feb 12, 2024 - Feb 26, 2024 |
| #8 | -3.09% Jul 25, 2025 - Sep 8, 2025 | -2.56% Feb 27, 2024 - Mar 1, 2024 |
| #9 | -2.80% Jun 10, 2025 - Jun 26, 2025 | -2.24% Jan 29, 2024 - Feb 6, 2024 |
| #10 | -2.01% Apr 7, 2025 - Apr 9, 2025 | -2.18% Dec 27, 2023 - Jan 8, 2024 |
| #11 | -1.97% Sep 22, 2025 - Oct 1, 2025 | -2.16% Dec 19, 2023 - Dec 22, 2023 |
| #12 | -1.77% May 19, 2025 - Jun 4, 2025 | -1.55% Dec 24, 2025 - Jan 6, 2026 |
| #13 | -1.28% Jul 9, 2025 - Jul 23, 2025 | -1.54% Dec 7, 2023 - Dec 13, 2023 |
| #14 | -0.98% May 2, 2025 - May 8, 2025 | -1.51% Nov 24, 2023 - Dec 1, 2023 |
| #15 | -0.98% Jul 3, 2025 - Jul 9, 2025 | -1.12% Feb 6, 2024 - Feb 8, 2024 |
Correlation
Correlation between THMZ and HRTS is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2024 - 2026)
THMZ vs HRTS dividend yield comparison.
| Year | THMZ | HRTS |
|---|---|---|
| 2026 | 0.23% | 0.00% |
| 2025 | 0.30% | 1.34% |
| 2024 | 0.00% | 1.63% |
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