BEEZ vs. HRTS ETF Comparison
Comparison of Honeytree U.S. Equity ETF (BEEZ) to Tema Cardiovascular and Metabolic ETF (HRTS)
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.
Grade (RS Rating)
Last Trade
$29.09
Average Daily Volume
1,116
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
HRTS
Tema Cardiovascular and Metabolic ETF
HRTS Description
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in publicly listed companies that derive at least 50% of revenues from products or services related to the treatment of cardiovascular diseases and/or metabolic diseases, as defined by the Centers for Diseases Control and Preventions. The fund advisor generally is expected to consist of more than 15 companies but not more than 100 companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$32.27
Average Daily Volume
28,771
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
Performance
| Period | BEEZ | HRTS |
|---|---|---|
| 30 Days | -2.96% | -2.60% |
| 60 Days | -5.01% | -6.81% |
| 90 Days | 0.66% | 1.69% |
| 12 Months |
1 Overlapping Holdings
| Symbol | Grade | Weight in BEEZ | Weight in HRTS | Overlap | |
|---|---|---|---|---|---|
| EW | D | 4.29% | 2.98% | 2.98% |
BEEZ: Top Represented Industries & Keywords
HRTS: Top Represented Industries & Keywords
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