OZEM

Roundhill Investments$34.04-0.22 (-0.66%)
AUM $65.1MER 0.59%NAV $33.72Holdings 29

Price Chart

Key Statistics

Previous Close

$34.26

Day Range

$34.02$34.41

52-Week Range

$25.62$37.01

Avg Volume

20.9K

Dividend Yield

1.27%

Expense Ratio

0.59%

AUM

$65.1M

Shares Outstanding

1.3M

ETF Grades

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Sector Breakdown

SectorWeight %
Healthcare100.00%

Country Allocation

CountryWeight %
United States44.48%
Denmark18.41%
China18.28%
Japan5.28%
South Korea3.69%
Switzerland3.17%
United Kingdom3.15%
Hong Kong2.67%
Other0.86%

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 $65.1M 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
1LLYEli Lilly & Co12.63%6,606$8.2M
2NVONovo Nordisk A/S11.98%168,984$7.8M
3PFEPfizer Inc7.08%165,697$4.6M
41093.HKCSPC Pharmaceutical Group Ltd6.95%3,728,000$4.5M
5VKTXViking Therapeutics Inc4.95%93,822$3.2M
6KLRAKailera Therapeutics Inc4.73%176,239$3.1M
7AMGNAmgen Inc4.40%6,634$2.9M
8ZEAL.COZealand Pharma A/S4.18%55,309$2.7M
94519.TChugai Pharmaceutical Co Ltd4.16%60,500$2.7M
101672.HKAscletis Pharma Inc3.90%1,943,000$2.5M
11128940.KSHanmi Pharm Co Ltd3.75%8,509$2.4M
12ROP.SWRoche Holding AG3.27%4,570$2.1M
13MBXMBX Biosciences Inc3.23%31,685$2.1M
14AZNAstraZeneca PLC3.19%12,621$2.1M
151801.HKInnovent Biologics Inc2.87%145,000$1.9M

Detailed Returns

PeriodReturnETF
1D
-0.66%
1W
+2.66%
1M
+4.58%
3M
+7.89%
6M
+0.44%
YTD
-0.87%
1Y
+32.86%
3Y
+34.17%
5Y
+34.17%

Moving Averages

20-Day MA

$33.15

Above 20-Day MA
50-Day MA

$32.63

Above 50-Day MA
200-Day MA

$32.64

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$37.01

Current Price

$34.04

52-Week Low

$25.62

$25.62$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(223 ETFs)Pharma(29 ETFs)
Fund Info
Expense Ratio0.59%0.62%0.66%
AUM$65.1M$1.98B$1.78B
Dividend Yield1.27%3.90%1.82%
Avg Volume20.9K422.1K408.5K
Holdings2916739
Performance
1-Month Return+7.91%+6.56%+8.31%
6-Month Return+7.55%+16.09%+23.36%
YTD Return+0.32%+16.75%+23.65%
1-Year Return+5.44%+15.10%+26.72%

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