DVSP vs HRTS
WEBs SPY Defined Volatility ETF vs Tema Heart & Health ETF
Which is better, DVSP or HRTS?
HRTS has been ahead.
HRTS has a lower expense ratio. HRTS led over 1Y and the full window.
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 | DVSP | HRTS |
|---|---|---|
| Expense Ratio | 0.89% | 0.75%Best |
| AUM | $2M | $53M |
| Dividend Yield | 0.26% | 1.30% |
| Holdings | 8 | 92 |
| YTD Return | +10.86%Best | +5.27% |
| 1Y Return | +13.59% | +16.80%Best |
| 3Y Return (annualized) | - | +13.93% |
| Volatility (annualized) | 17.8% | 14.1%Best |
| Max Drawdown | -22.7% | -15.1%Best |
| $10,000 over 1.8 years | $12,078 | $12,338Best |
| Fund Family | WEBs Investments | Tema Global Limited |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 16, 2024 | Nov 20, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 17, 2024 to Oct 15, 2026 (1.8 years).
DVSP 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 1.8 years both funds cover.
DVSP vs HRTS Performance
WEBs SPY Defined Volatility ETF (DVSP) is an ETF from WEBs Investments and Tema Heart & Health ETF (HRTS) is an ETF from Tema Global Limited. Over the past year DVSP returned +13.59% while HRTS returned +16.80%. Year to date, DVSP is up 10.86% versus a gain of 5.27% for HRTS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DVSP has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 14.1% 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 -22.7% for DVSP and -15.1% 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 0.30. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DVSP charges 0.89% per year while HRTS charges 0.75%. On a $10,000 position that is $89 vs $75 annually, a gap of $14 per year that compounds over a long holding period. On income, DVSP currently yields 0.26% against 1.30% for HRTS.
Holdings Overlap
We hold position weights for 1 holding in DVSP and 46 in HRTS, totalling 43.3% and 100.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in DVSP and 46 in HRTS, against full books of 8 and 92.
You are not choosing between two funds in isolation.
Whichever of DVSP and HRTS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DVSP or HRTS?
DVSP has an expense ratio of 0.89% while HRTS charges 0.75%. HRTS is the cheaper option, by $14 a year on a $10,000 investment.
Which performed better, DVSP or HRTS?
Over the past year DVSP returned +13.59% vs +16.80% for HRTS, so HRTS leads on 1-year performance. Over the longest common window we track (2 years), DVSP annualized +11.06% vs +12.38% for HRTS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DVSP or HRTS?
DVSP has been the more volatile fund at 17.8% annualized versus 14.1% for HRTS. Worst drawdown: DVSP -22.7% vs HRTS -15.1%.
Should I hold both DVSP and HRTS?
DVSP and HRTS have a monthly-return correlation of 0.30, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DVSP or HRTS?
DVSP yields 0.26% while HRTS yields 1.30%, so HRTS currently pays the higher dividend yield.
Is HRTS better than DVSP?
HRTS has a lower expense ratio. HRTS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.