OZEM

Roundhill Investments$30.99-0.39 (-1.25%)
AUM $52.3MER 0.59%NAV $31.51Holdings 29

Price Chart

Key Statistics

Previous Close

$31.38

Day Range

$30.84$31.17

52-Week Range

$23.24$37.01

Avg Volume

12.6K

Dividend Yield

1.27%

Expense Ratio

0.59%

AUM

$52.3M

Shares Outstanding

1.3M

ETF Grades

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Sector Breakdown

SectorWeight %
Healthcare100.00%

Country Allocation

CountryWeight %
United States44.55%
Denmark19.75%
China16.42%
Japan4.66%
Switzerland3.93%
United Kingdom3.66%
South Korea3.58%
Hong Kong2.29%
Other0.71%
Singapore0.46%

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$18.60B
VTWOVanguard Russell 2000 ETF$14.50B
IWOiShares Russell 2000 Growth ETF$13.72B

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 $52.3M 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 67.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1LLYEli Lilly & Co15.12%9,003$8.0M
2NVONovo Nordisk A/S14.38%183,834$7.6M
3PFEPfizer Inc7.10%138,419$3.7M
41672.HKAscletis Pharma Inc5.26%1,133,000$2.8M
5VKTXViking Therapeutics Inc5.20%83,569$2.7M
61801.HKInnovent Biologics Inc5.05%242,500$2.7M
7ROP.SWRoche Holding AG4.00%5,146$2.1M
8AMGNAmgen Inc3.77%5,762$2.0M
9ZEAL.COZealand Pharma A/S3.67%40,685$1.9M
10128940.KSHanmi Pharm Co Ltd3.56%5,593$1.9M
11AZNAstraZeneca PLC3.54%9,819$1.9M
124519.TChugai Pharmaceutical Co Ltd3.46%32,800$1.8M
132196.HKShanghai Fosun Pharmaceutical Group Co Ltd3.24%662,500$1.7M
14REGNRegeneron Pharmaceuticals Inc3.17%2,218$1.7M
151093.HKCSPC Pharmaceutical Group Ltd2.83%1,298,000$1.5M

Detailed Returns

PeriodReturnETF
1D
-1.25%
1W
-4.45%
1M
+1.90%
3M
-14.63%
6M
+9.57%
YTD
-10.22%
1Y
+27.85%
3Y
+21.52%
5Y
+21.52%

Moving Averages

20-Day MA

$31.57

Below 20-Day MA
50-Day MA

$32.14

Below 50-Day MA
200-Day MA

$30.28

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$37.01

Current Price

$30.99

52-Week Low

$23.24

$23.24$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(212 ETFs)Pharma(29 ETFs)
Fund Info
Expense Ratio0.59%0.61%0.66%
AUM$52.3M$1.20B$1.45B
Dividend Yield1.27%3.25%1.82%
Avg Volume12.6K342.6K349.1K
Holdings2918142
Performance
1-Month Return+1.91%+6.30%+3.16%
6-Month Return+12.07%+6.13%+11.64%
YTD Return-9.74%+2.71%-0.60%
1-Year Return+27.23%+28.23%+35.06%

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