OZEM

Roundhill Investments$31.23-0.23 (-0.72%)
AUM $59.2MER 0.59%NAV $31.66Holdings 29

Price Chart

Key Statistics

Previous Close

$31.45

Day Range

$31.15$31.44

52-Week Range

$25.79$37.01

Avg Volume

20.1K

Dividend Yield

1.27%

Expense Ratio

0.59%

AUM

$59.2M

Shares Outstanding

1.3M

ETF Grades

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Sector Breakdown

SectorWeight %
Healthcare100.00%

Country Allocation

CountryWeight %
United States42.78%
China18.98%
Denmark18.67%
Japan5.48%
South Korea4.46%
United Kingdom3.22%
Switzerland3.12%
Hong Kong2.55%
Other0.75%

Fund Information

Category
Healthcare
Types
Pharma
Inception Date
May 21, 2024
Exchange
NASDAQ
Description
Roundhill believes that weight loss drugs, including GLP-1 agonists, represent one of the most revolutionary advancements in the global pharmaceuticals industry. The Roundhill GLP-1 & Weight Loss ETF (“OZEM”) is the world’s first GLP-1 ETF. OZEM is an actively-managed ETF.

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VHTVanguard Health Care ETF$20.90B
VTWOVanguard Russell 2000 ETF$17.40B

The Roundhill Investments - GLP-1 & Weight Loss ETF (OZEM) is an exchange-traded fund issued by Roundhill Investments that launched on May 21, 2024. It currently manages $59.2M in assets under management. The fund charges an expense ratio of 0.59%. The fund holds 29 securities in its portfolio. It falls under the Healthcare category.

Top 10 holdings represent 65.3% of the fund

RankSymbolNameWeight %SharesMarket Value
1NVONovo Nordisk A/S12.17%163,734$7.2M
2LLYEli Lilly & Co12.15%6,402$7.2M
3PFEPfizer Inc7.50%160,549$4.4M
41093.HKCSPC Pharmaceutical Group Ltd6.84%3,620,000$4.0M
5128940.KSHanmi Pharm Co Ltd5.01%8,245$3.0M
6VKTXViking Therapeutics Inc4.93%90,906$2.9M
7KLRAKailera Therapeutics Inc4.30%170,761$2.5M
8AMGNAmgen Inc4.15%6,430$2.5M
94519.TChugai Pharmaceutical Co Ltd4.13%58,700$2.4M
101672.HKAscletis Pharma Inc4.08%1,883,000$2.4M
11ZEAL.COZealand Pharma A/S4.00%53,593$2.4M
12AZNAstraZeneca PLC3.30%12,231$2.0M
13ROP.SWRoche Holding AG3.19%4,432$1.9M
14MBXMBX Biosciences Inc3.16%30,701$1.9M
153692.HKHansoh Pharmaceutical Group Co Ltd2.93%408,000$1.7M

Detailed Returns

PeriodReturnETF
1D
-0.72%
1W
-6.69%
1M
-6.99%
3M
+1.15%
6M
-1.85%
YTD
-9.33%
1Y
+20.72%
3Y
+22.72%
5Y
+22.72%

Moving Averages

20-Day MA

$33.19

Below 20-Day MA
50-Day MA

$32.99

Below 50-Day MA
200-Day MA

$32.79

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$37.01

Current Price

$31.23

52-Week Low

$25.79

$25.79$37.01

Current Yield

1.27%

Annual Dividend

$0.8729

Frequency

1x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.4099Dec 31, 2025
Dec 30, 2025$0.4099Dec 31, 2025
Dec 30, 2024$0.0531Dec 31, 2024

Dividend Payments Over Time

Category Comparison

MetricOZEMHealthcare(254 ETFs)Pharma(29 ETFs)
Fund Info
Expense Ratio0.59%0.62%0.67%
AUM$59.2M$1.73B$1.73B
Dividend Yield1.27%3.97%1.82%
Avg Volume20.1K364.4K353.4K
Holdings2916038
Performance
1-Month Return-5.75%-2.86%-2.61%
6-Month Return-0.59%+7.23%+13.73%
YTD Return-8.85%+10.59%+14.41%
1-Year Return-8.55%+8.50%+13.64%

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