OZEM

Roundhill Investments$30.58-0.27 (-0.89%)
AUM $46.9MER 0.59%NAV $29.71Holdings 29

Price Chart

Key Statistics

Previous Close

$30.85

Day Range

$30.51$30.84

52-Week Range

$23.47$37.01

Avg Volume

24.4K

Dividend Yield

1.27%

Expense Ratio

0.59%

AUM

$46.9M

Shares Outstanding

1.3M

ETF Grades

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Sector Breakdown

SectorWeight %
Healthcare100.00%

Country Allocation

CountryWeight %
United States50.73%
Denmark18.91%
China10.89%
Japan5.39%
South Korea4.34%
United Kingdom3.29%
Switzerland2.83%
Hong Kong2.53%
Singapore0.72%
Other0.35%

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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XBIState Street SPDR S&P Biotech ETF$8.11B

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 $46.9M 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 66.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1LLYEli Lilly & Co19.50%8,507$9.9M
2NVONovo Nordisk A/S12.93%149,003$6.6M
3PFEPfizer Inc6.53%126,474$3.3M
41093.HKCSPC Pharmaceutical Group Ltd4.41%2,430,000$2.2M
5VKTXViking Therapeutics Inc4.28%75,861$2.2M
64519.TChugai Pharmaceutical Co Ltd4.07%44,600$2.1M
7KLRAKailera Therapeutics Inc3.86%100,047$2.0M
8AMGNAmgen Inc3.80%5,434$1.9M
9ZEAL.COZealand Pharma A/S3.78%42,239$1.9M
101801.HKInnovent Biologics Inc3.56%193,500$1.8M
11128940.KSHanmi Pharm Co Ltd3.37%6,360$1.7M
12AZNAstraZeneca PLC3.30%9,158$1.7M
13GPCRStructure Therapeutics Inc2.89%33,754$1.5M
14ROP.SWRoche Holding AG2.82%3,518$1.4M
15REGNRegeneron Pharmaceuticals Inc2.49%2,061$1.3M

Detailed Returns

PeriodReturnETF
1D
-0.89%
1W
+2.58%
1M
-0.94%
3M
-3.66%
6M
-10.24%
YTD
-11.00%
1Y
+15.10%
3Y
+20.46%
5Y
+20.46%

Moving Averages

20-Day MA

$30.69

Below 20-Day MA
50-Day MA

$31.19

Below 50-Day MA
200-Day MA

$31.20

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$37.01

Current Price

$30.58

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(176 ETFs)Pharma(29 ETFs)
Fund Info
Expense Ratio0.59%0.61%0.66%
AUM$46.9M$910.0M$1.47B
Dividend Yield1.27%3.35%1.82%
Avg Volume24.4K275.1K513.7K
Holdings299942
Performance
1-Month Return-3.95%+1.77%+1.84%
6-Month Return-10.75%+3.26%+4.31%
YTD Return-10.53%+3.61%+4.82%
1-Year Return+12.27%+24.59%+35.88%

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