CANC vs HRTS
Tema Oncology ETF vs Tema Heart & Health ETF
Which is better, CANC or HRTS?
CANC has been ahead.
CANC led over 1Y, 3Y and the full window. CANC is less concentrated, with 40.0% of the fund in its ten largest positions against 48.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CANC | HRTS |
|---|---|---|
| Expense Ratio | 0.75%Tie | 0.75%Tie |
| AUM | $197M | $53M |
| Dividend Yield | 0.05% | 1.30% |
| Holdings | 118 | 92 |
| YTD Return | +14.86%Best | +2.75% |
| 1Y Return | +34.85%Best | +14.59% |
| 3Y Return (annualized) | +22.41%Best | +13.00% |
| Volatility (annualized) | 18.6% | 17.1%Best |
| Max Drawdown | -26.1% | -24.7%Best |
| $10,000 over 2.9 years | $18,491Best | $14,254 |
| Top 10 Weight | 40.0%Best | 48.3% |
| Fund Family | Tema Global Limited | Tema Global Limited |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 15, 2023 | Nov 20, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 21, 2023 to Oct 14, 2026 (2.9 years).
CANC vs HRTS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.
CANC vs HRTS Performance
Tema Oncology ETF (CANC) is an ETF from Tema Global Limited and Tema Heart & Health ETF (HRTS) is an ETF from Tema Global Limited. Over the past year CANC returned +34.85% while HRTS returned +14.59%. Year to date, CANC is up 14.86% versus a gain of 2.75% for HRTS.
Over three years, CANC compounded at +22.41% per year against +13.00% for HRTS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CANC has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 17.1% for HRTS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -26.1% for CANC and -24.7% for HRTS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CANC charges 0.75% per year while HRTS charges 0.75%. On a $10,000 position that is $75 vs $75 annually. On income, CANC currently yields 0.05% against 1.30% for HRTS.
Holdings Overlap
39.1% of CANC's money is in holdings HRTS also owns. 45.4% of HRTS's money is in holdings CANC also owns.
The two portfolios partly overlap.
13 positions in common, counted across the 59 positions we hold weights for in CANC and 46 in HRTS, against full books of 118 and 92.
What only one of them owns
Our book lists 28 positions for HRTS that do not appear in our book for CANC (46.9% of the fund), and 39 for CANC that do not appear in HRTS (50.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CANC | Weight in HRTS | Difference |
|---|---|---|---|
| LLYEli Lilly & Co. | 4.60% | 11.51% | 6.91% |
| RVMDRevolution Medicines Inc Ser C Pc Pp | 5.58% | 3.84% | 1.74% |
| MRKMerck & Company Inc | 4.86% | 4.37% | 0.49% |
| RHHBY:SMRoche Holding Ag (Adr) | 3.05% | 3.82% | 0.77% |
| JNJJohnson & Johnson - Common | 2.95% | 3.63% | 0.68% |
| NOVN:SMNovartis Ag - Common | 3.71% | 2.71% | 1.00% |
| ABBVAbbvie Inc. | 3.34% | 2.48% | 0.86% |
| BMYBristol-Myers Squibb Co. | 3.45% | 2.15% | 1.30% |
| BBIOBridgebio Pharma Inc_None_0 | 2.41% | 3.13% | 0.72% |
| AZN:LNAstraZeneca PLC | 2.05% | 2.96% | 0.91% |
45.4% of HRTS is already inside CANC.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CANC or HRTS?
CANC has an expense ratio of 0.75% while HRTS charges 0.75%. At the precision these are quoted to, they cost the same.
Which performed better, CANC or HRTS?
Over the past year CANC returned +34.85% vs +14.59% for HRTS, so CANC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CANC or HRTS?
CANC has been the more volatile fund at 18.6% annualized versus 17.1% for HRTS. Worst drawdown: CANC -26.1% vs HRTS -24.7%.
Should I hold both CANC and HRTS?
CANC and HRTS have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CANC and HRTS?
45.4% of HRTS's money is in holdings CANC also owns. 45.4% of HRTS's is in holdings CANC also owns. They hold 13 positions in common, counted across the 59 positions we hold weights for in CANC and 46 in HRTS.
Which pays a higher dividend, CANC or HRTS?
CANC yields 0.05% while HRTS yields 1.30%, so HRTS currently pays the higher dividend yield.
Is HRTS better than CANC?
CANC led over 1Y, 3Y and the full window. CANC is less concentrated, with 40.0% of the fund in its ten largest positions against 48.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.