HRTS vs LGDX
Tema Heart & Health ETF vs Intech S&P Large Cap Diversified Alpha ETF
Which is better, HRTS or LGDX?
Each has led over a different period.
LGDX has a lower expense ratio. HRTS led over 1Y, LGDX over the full window. LGDX is less concentrated, with 37.6% 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 | HRTS | LGDX |
|---|---|---|
| Expense Ratio | 0.75% | 0.25%Best |
| AUM | $53M | $147M |
| Dividend Yield | 1.30% | 0.47% |
| Holdings | 92 | 590 |
| YTD Return | +2.75% | +11.53%Best |
| 1Y Return | +14.59%Best | +14.44% |
| 3Y Return (annualized) | +13.00% | - |
| Volatility (annualized) | 14.4% | 12.5%Best |
| Max Drawdown | -14.8%Best | -15.8% |
| $10,000 over 1.6 years | $11,938 | $12,640Best |
| Top 10 Weight | 48.3% | 37.6%Best |
| Fund Family | Tema Global Limited | Intech ETF |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 20, 2023 | Mar 1, 2025 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 28, 2025 to Oct 14, 2026 (1.6 years).
HRTS vs LGDX 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 1.6 years both funds cover.
HRTS vs LGDX Performance
Tema Heart & Health ETF (HRTS) is an ETF from Tema Global Limited and Intech S&P Large Cap Diversified Alpha ETF (LGDX) is an ETF from Intech ETF. Over the past year HRTS returned +14.59% while LGDX returned +14.44%. Year to date, HRTS is up 2.75% versus a gain of 11.53% for LGDX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HRTS has been the more volatile fund, with annualized monthly volatility of 14.4% compared with 12.5% for LGDX. 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 -14.8% for HRTS and -15.8% for LGDX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.16. They move largely independently of each other.
Fees and Cost Over Time
HRTS charges 0.75% per year while LGDX charges 0.25%. On a $10,000 position that is $75 vs $25 annually, a gap of $50 per year that compounds over a long holding period. On income, HRTS currently yields 1.30% against 0.47% for LGDX.
Holdings Overlap
54.5% of HRTS's money is in holdings LGDX also owns. 7.0% of LGDX's money is in holdings HRTS also owns.
The two portfolios partly overlap.
17 positions in common, counted across the 46 positions we hold weights for in HRTS and 295 in LGDX, against full books of 92 and 590.
What only one of them owns
Our book lists 274 positions for LGDX that do not appear in our book for HRTS (92.5% of the fund), and 21 for HRTS that do not appear in LGDX (28.4%).
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 HRTS | Weight in LGDX | Difference |
|---|---|---|---|
| LLYEli Lilly & Co. | 11.51% | 1.79% | 9.72% |
| UNHUnitedhealth Group Incorporated | 4.67% | 1.46% | 3.21% |
| TMOThermo Fisherscientific Inc. | 5.64% | 0.25% | 5.39% |
| JNJJohnson & Johnson - Common | 3.63% | 0.88% | 2.75% |
| MRKMerck & Company Inc | 4.37% | 0.02% | 4.35% |
| GILDGilead Sciences | 3.28% | 0.18% | 3.10% |
| DHRDanaher Corporation | 3.08% | 0.09% | 2.99% |
| ABTAbbot Laboratories | 2.82% | 0.29% | 2.53% |
| VRTXNvaesrtex Pharmaceuticals Inc | 2.92% | 0.15% | 2.77% |
| BMYBristol-Myers Squibb Co. | 2.15% | 0.55% | 1.60% |
54.5% of HRTS is already inside LGDX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, HRTS or LGDX?
HRTS has an expense ratio of 0.75% while LGDX charges 0.25%. LGDX is the cheaper option, by $50 a year on a $10,000 investment.
Which performed better, HRTS or LGDX?
Over the past year HRTS returned +14.59% vs +14.44% for LGDX, so HRTS leads on 1-year performance. Over the longest common window we track (2 years), HRTS annualized +11.71% vs +15.77% for LGDX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HRTS or LGDX?
HRTS has been the more volatile fund at 14.4% annualized versus 12.5% for LGDX. Worst drawdown: HRTS -14.8% vs LGDX -15.8%.
Should I hold both HRTS and LGDX?
HRTS and LGDX have a monthly-return correlation of 0.16, 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 HRTS and LGDX?
54.5% of HRTS's money is in holdings LGDX also owns. 7.0% of LGDX's is in holdings HRTS also owns. They hold 17 positions in common, counted across the 46 positions we hold weights for in HRTS and 295 in LGDX.
Which pays a higher dividend, HRTS or LGDX?
HRTS yields 1.30% while LGDX yields 0.47%, so HRTS currently pays the higher dividend yield.
Is LGDX better than HRTS?
LGDX has a lower expense ratio. HRTS led over 1Y, LGDX over the full window. LGDX is less concentrated, with 37.6% 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.