MEDI vs. OZEM ETF Comparison
Comparison of Harbor Health Care ETF (MEDI) to Roundhill GLP-1 & Weight Loss ETF (OZEM)
MEDI
Harbor Health Care ETF
MEDI Description
Harbor Health Care ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Westfield Capital Management Company, L.P. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across health care sectors. It invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor Health Care ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$25.14
Average Daily Volume
1,252
33
OZEM
Roundhill GLP-1 & Weight Loss ETF
OZEM Description
OZEM targets the global weight management industry. The fund invests in companies involved in the development of GLP-1 and other weight loss drugs. GLP-1 agonists seek to aid in weight management by lowering blood sugar levels, reducing appetite, and promoting fullness. The portfolio consists of firms with GLP-1 and weight loss drugs that have been approved by or are currently undergoing Phase I, Phase II, and/or Phase III clinical trials of the US Food & Drug Administration (FDA), or any applicable food and drug regulator for non-US companies. The portfolio is constructed using a proprietary methodology, which selects companies with high levels of thematic relevance based on research of each companys public filings and disclosures. In addition, eligible securities must meet minimum market-cap and liquidity requirements. The actively managed fund, although rebalances portfolio weighting on at least a quarterly basis, may have a heavy concentration on a few names.Grade (RS Rating)
Last Trade
$25.03
Average Daily Volume
38,135
14
Performance
Period | MEDI | OZEM |
---|---|---|
30 Days | -8.01% | -13.21% |
60 Days | -11.22% | -12.08% |
90 Days | -8.38% | -12.85% |
12 Months | 12.64% |
MEDI Overweight 29 Positions Relative to OZEM
Symbol | Grade | Weight | |
---|---|---|---|
ASND | F | 17.04% | |
LEGN | F | 7.7% | |
UNH | C | 5.13% | |
PCVX | D | 4.48% | |
MASI | B | 4.07% | |
LNTH | F | 3.99% | |
OPCH | F | 3.56% | |
DXCM | C | 3.39% | |
PODD | B | 3.3% | |
ABBV | F | 3.29% | |
BCYC | F | 2.52% | |
HAE | C | 2.26% | |
ICLR | F | 1.85% | |
BIO | C | 1.81% | |
ARGX | B | 1.79% | |
VRTX | D | 1.78% | |
GKOS | A | 1.73% | |
RCKT | F | 1.54% | |
ITCI | B | 1.51% | |
GEHC | D | 1.48% | |
ILMN | C | 1.31% | |
BSX | A | 1.21% | |
IRTC | C | 1.08% | |
CYTK | D | 0.8% | |
OSCR | C | 0.72% | |
ETNB | D | 0.72% | |
MRUS | F | 0.71% | |
PRCT | B | 0.56% | |
INVA | C | 0.45% |
MEDI: Top Represented Industries & Keywords
OZEM: Top Represented Industries & Keywords