OZEM

Roundhill Investments$30.78-0.07 (-0.24%)
AUM $47.5MER 0.59%NAV $30.07Holdings 29

Price Chart

Key Statistics

Previous Close

$30.85

Day Range

$30.51$30.84

52-Week Range

$23.47$37.01

Avg Volume

26.2K

Dividend Yield

1.27%

Expense Ratio

0.59%

AUM

$47.5M

Shares Outstanding

1.3M

ETF Grades

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Sector Breakdown

SectorWeight %
Healthcare100.00%

Country Allocation

CountryWeight %
United States50.39%
Denmark19.50%
China11.07%
Japan5.42%
South Korea4.00%
United Kingdom3.31%
Switzerland2.87%
Hong Kong2.32%
Singapore0.77%
Other0.34%

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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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 $47.5M 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 67.3% of the fund

RankSymbolNameWeight %SharesMarket Value
1LLYEli Lilly & Co18.87%8,247$9.3M
2NVONovo Nordisk A/S12.85%144,433$6.3M
3PFEPfizer Inc6.40%122,599$3.1M
4VKTXViking Therapeutics Inc4.45%73,536$2.2M
51093.HKCSPC Pharmaceutical Group Ltd4.43%2,360,000$2.2M
6ZEAL.COZealand Pharma A/S4.23%40,944$2.1M
74519.TChugai Pharmaceutical Co Ltd4.16%43,300$2.0M
8KLRAKailera Therapeutics Inc4.14%96,982$2.0M
9128940.KSHanmi Pharm Co Ltd4.03%6,165$2.0M
101801.HKInnovent Biologics Inc3.74%188,500$1.8M
11AMGNAmgen Inc3.70%5,269$1.8M
12AZNAstraZeneca PLC3.28%8,878$1.6M
13ROP.SWRoche Holding AG2.86%3,413$1.4M
14GPCRStructure Therapeutics Inc2.60%32,719$1.3M
15REGNRegeneron Pharmaceuticals Inc2.56%2,001$1.3M

Detailed Returns

PeriodReturnETF
1D
-0.24%
1W
-0.42%
1M
-3.26%
3M
-2.97%
6M
-11.30%
YTD
-10.36%
1Y
+11.16%
3Y
+21.32%
5Y
+21.32%

Moving Averages

20-Day MA

$30.74

Above 20-Day MA
50-Day MA

$31.22

Below 50-Day MA
200-Day MA

$31.17

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$37.01

Current Price

$30.78

52-Week Low

$23.47

$23.47$37.01

Current Yield

1.27%

Annual Dividend

$0.4630

Frequency

1x/year

Last Ex-Date

Dec 30, 2025

Dividend History

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

Dividend Payments Over Time

Category Comparison

MetricOZEMHealthcare(174 ETFs)Pharma(29 ETFs)
Fund Info
Expense Ratio0.59%0.60%0.66%
AUM$47.5M$875.8M$1.45B
Dividend Yield1.27%3.42%1.82%
Avg Volume26.2K270.2K508.2K
Holdings298942
Performance
1-Month Return-2.69%+2.02%+2.81%
6-Month Return-7.40%+3.84%+5.39%
YTD Return-9.67%+3.23%+4.76%
1-Year Return+12.36%+23.91%+34.52%

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