TRBF vs HEAL

Comparison between ANGEL OAK TOTAL RETURN ETF (TRBF, ETF) and GLOBAL X HEALTHTECH ETF (HEAL, ETF).

TRBF vs HEAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TRBF(ETF)	HEAL(ETF)
Net Assets	$30M	$29M
Expense Ratio	0.44%	0.50%
Max Drawdown	3.65%	65.87%
Sharpe Ratio	-0.53	-0.60
5Y Beta	0.10	0.94
P/E Ratio	N/A	1619.93
Forward P/E	N/A	30.01
5Y Dividends CAGR	N/A	38.09%
Debt to Equity	N/A	54.46%
P/S Ratio	N/A	2.24
P/B Ratio	N/A	4.53

Net Assets

Winner

TRBF

$30M

HEAL

$29M

Expense Ratio

Winner

TRBF

0.44%

HEAL

0.50%

Max Drawdown

Winner

TRBF

3.65%

HEAL

65.87%

Sharpe Ratio

Winner

TRBF

-0.53

HEAL

-0.60

5Y Beta

Winner

TRBF

0.10

HEAL

0.94

P/E Ratio

TRBF

N/A

HEAL

1619.93

Forward P/E

TRBF

N/A

HEAL

30.01

5Y Dividends CAGR

TRBF

N/A

HEAL

38.09%

Debt to Equity

TRBF

N/A

HEAL

54.46%

P/S Ratio

TRBF

N/A

HEAL

2.24

P/B Ratio

TRBF

N/A

HEAL

4.53

TRBF vs HEAL - Holdings Comparison

TRBF and HEAL have 1 common holdings. Overlap is -27.46%

TRBF's top 25 holdings weight is 65.05%. HEAL's top 25 holdings weight is 84.43%.

Rank	TRBF	HEAL
#1	n/a (n/a) - 11.74%	OSCAR HEALTH INC CLASS A (OSCR) - 5.98%
#2	FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 7.47%	PRO MEDICUS LTD (n/a) - 5.27%
#3	FIRST AMERICAN GOVERNMENT OBLIGS U (FGUXX) - 7.25%	IQVIA HOLDINGS INC (IQV) - 5.00%
#4	ISHARES IBOXX $ INVMT GRADE CORP BD ETF (LQD) - 4.46%	HIMS & HERS HEALTH INC ORDINARY SHARES CLASS A (HIMS) - 4.87%
#5	FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 3.30%	DEXCOM INC (DXCM) - 4.59%
#6	WILLOW TREE CLO LLC 2024-1 5.88% (n/a) - 2.83%	VEEVA SYSTEMS INC CLASS A (VEEV) - 4.28%
#7	FNMA PASS-THRU I 3.5% (n/a) - 2.48%	TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 4.05%
#8	FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 2.40%	GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 3.83%
#9	FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 2.37%	KONINKLIJKE PHILIPS NV (n/a) - 3.80%
#10	FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 2.14%	RESMED INC (RMD) - 3.58%
#11	n/a (n/a) - 2.11%	ALIGNMENT HEALTHCARE INC (ALHC) - 3.49%
#12	FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 1.71%	INSULET CORP (PODD) - 3.45%
#13	FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 1.70%	WAYSTAR HOLDING CORP (WAY) - 3.24%
#14	FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 1.68%	IRHYTHM HOLDINGS INC (IRTC) - 3.22%
#15	INVESCO SENIOR LOAN ETF (BKLN) - 1.49%	INTUITIVE SURGICAL INC (ISRG) - 3.15%
#16	n/a (n/a) - 1.42%	DEMANT AS (n/a) - 3.15%
#17	n/a (n/a) - 1.35%	PRIVIA HEALTH GROUP INC (PRVA) - 2.80%
#18	n/a (n/a) - 1.25%	HINGE HEALTH INC ORDINARY SHARES CLASS A (HNGE) - 2.62%
#19	FNMA PASS-THRU I 3% (n/a) - 1.15%	TRANSMEDICS GROUP INC (TMDX) - 2.53%
#20	n/a (n/a) - 1.00%	DOXIMITY INC CLASS A (DOCS) - 2.43%
#21	ACHD TRUST 2026-DS1 8.25% (n/a) - 0.86%	ALIBABA HEALTH INFORMATION TECHNOLOGY LTD (n/a) - 2.32%
#22	n/a (n/a) - 0.74%	NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 1.96%
#23	n/a (n/a) - 0.72%	ASTRANA HEALTH INC (ASTH) - 1.65%
#24	n/a (n/a) - 0.72%	LIFESTANCE HEALTH GROUP INC ORDINARY SHARES (LFST) - 1.61%
#25	n/a (n/a) - 0.71%	CLOVER HEALTH INVESTMENTS CORP ORDINARY SHARES CLASS A (CLOV) - 1.56%
Total Holdings	254	42

TRBF vs HEAL - Historical Returns

Returns include dividend reinvestment.

Period	TRBF	HEAL
1 month	-0.26%	+5.78%
3 months	-0.47%	+4.86%
6 months	+0.18%	-9.41%
1 year	N/A	-11.34%
5 years(CAGR)	N/A	-13.09%
Max(CAGR)	+1.73%	-8.55%

TRBF

-0.26%

Winner

HEAL

+5.78%

TRBF

-0.47%

Winner

HEAL

+4.86%

Winner

TRBF

+0.18%

HEAL

-9.41%

TRBF

N/A

HEAL

-11.34%

5Y(CAGR)

TRBF

N/A

HEAL

-13.09%

Max(CAGR)

Winner

TRBF

+1.73%

HEAL

-8.55%

TRBF vs HEAL - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	TRBF	HEAL
2026	+0.61%	-6.86%
2025	+0.96%	-0.82%
2024	N/A	-1.50%
2023	N/A	-12.76%
2022	N/A	-29.86%
2021	N/A	-13.99%
2020	N/A	+23.87%

TRBF vs HEAL Drawdown Comparison

The maximum drawdown for TRBF was -2.59%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for HEAL was -65.76%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current TRBF drawdown is -1.61%. The current HEAL drawdown is -59.67%.

Rank	TRBF	HEAL
#1	-2.59% Feb 27, 2026 - Mar 27, 2026	-65.76% Feb 12, 2021 - Mar 30, 2026
#2	-1.12% Oct 22, 2025 - Nov 26, 2025	-8.95% Oct 13, 2020 - Nov 20, 2020
#3	-0.85% Nov 26, 2025 - Jan 12, 2026	-8.29% Sep 2, 2020 - Oct 5, 2020
#4	-0.63% Jan 14, 2026 - Feb 6, 2026	-6.44% Jan 25, 2021 - Feb 8, 2021
#5	-0.24% Feb 10, 2026 - Feb 12, 2026	-4.34% Aug 6, 2020 - Aug 20, 2020
#6	-0.23% Oct 10, 2025 - Oct 14, 2025	-2.64% Dec 23, 2020 - Jan 7, 2021
#7	-0.22% Oct 8, 2025 - Oct 10, 2025	-1.48% Aug 20, 2020 - Aug 31, 2020
#8	-0.17% Jan 12, 2026 - Jan 14, 2026	-1.37% Dec 10, 2020 - Dec 17, 2020
#9	-0.13% Feb 23, 2026 - Feb 25, 2026	-1.30% Dec 1, 2020 - Dec 8, 2020
#10	-0.07% Feb 17, 2026 - Feb 20, 2026	-1.25% Nov 23, 2020 - Nov 27, 2020
#11	-0.03% Oct 16, 2025 - Oct 20, 2025	-0.89% Jan 8, 2021 - Jan 12, 2021
#12	N/A	-0.68% Jan 14, 2021 - Jan 19, 2021
#13	N/A	-0.65% Jan 20, 2021 - Jan 22, 2021
#14	N/A	-0.54% Dec 8, 2020 - Dec 10, 2020
#15	N/A	-0.32% Feb 9, 2021 - Feb 11, 2021

Correlation

Correlation between TRBF and HEAL is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42

-101