OZEM

Roundhill Investments$32.52+0.09 (+0.27%)
AUM $62.3MER 0.59%NAV $32.29Holdings 29

Price Chart

Key Statistics

Previous Close

$32.44

Day Range

$32.40$32.62

52-Week Range

$23.47$37.01

Avg Volume

20.6K

Dividend Yield

1.27%

Expense Ratio

0.59%

AUM

$62.3M

Shares Outstanding

1.3M

ETF Grades

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Sector Breakdown

SectorWeight %
Healthcare100.00%

Country Allocation

CountryWeight %
United States43.15%
Denmark19.60%
China17.29%
Japan5.63%
South Korea3.55%
United Kingdom3.41%
Switzerland3.03%
Hong Kong2.85%
Singapore0.87%
Other0.64%

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$20.40B
VTWOVanguard Russell 2000 ETF$18.60B

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 $62.3M 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 65.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1NVONovo Nordisk A/S13.18%168,984$8.2M
2LLYEli Lilly & Co12.64%6,606$7.9M
3PFEPfizer Inc6.50%165,697$4.1M
41093.HKCSPC Pharmaceutical Group Ltd6.50%3,728,000$4.1M
5VKTXViking Therapeutics Inc5.22%93,822$3.3M
6KLRAKailera Therapeutics Inc4.99%176,239$3.1M
74519.TChugai Pharmaceutical Co Ltd4.38%60,500$2.7M
8AMGNAmgen Inc3.99%6,634$2.5M
9ZEAL.COZealand Pharma A/S3.93%55,309$2.5M
10128940.KSHanmi Pharm Co Ltd3.64%8,509$2.3M
111672.HKAscletis Pharma Inc3.57%1,943,000$2.2M
12AZNAstraZeneca PLC3.42%12,621$2.1M
13ROP.SWRoche Holding AG3.17%4,570$2.0M
14MBXMBX Biosciences Inc3.14%31,685$2.0M
153933.HKUnited Laboratories International Holdings Ltd/The2.83%1,524,000$1.8M

Detailed Returns

PeriodReturnETF
1D
+0.27%
1W
+1.04%
1M
-0.65%
3M
+6.26%
6M
-9.93%
YTD
-5.28%
1Y
+22.38%
3Y
+28.20%
5Y
+28.20%

Moving Averages

20-Day MA

$32.78

Below 20-Day MA
50-Day MA

$31.60

Above 50-Day MA
200-Day MA

$32.08

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$37.01

Current Price

$32.52

52-Week Low

$23.47

$23.47$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(212 ETFs)Pharma(29 ETFs)
Fund Info
Expense Ratio0.59%0.62%0.66%
AUM$62.3M$1.86B$1.62B
Dividend Yield1.27%3.66%1.82%
Avg Volume20.6K445.6K519.0K
Holdings2914739
Performance
1-Month Return+1.84%-0.85%+1.56%
6-Month Return+3.53%+12.94%+17.68%
YTD Return-5.04%+9.31%+13.93%
1-Year Return+10.00%+14.67%+27.83%

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