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Upturn AI SWOT - About
Roundhill GLP-1 & Weight Loss ETF (OZEM)
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Upturn Advisory Summary
10/24/2025: OZEM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.44% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.01 - 29.15 | Updated Date 06/30/2025 |
52 Weeks Range 20.01 - 29.15 | Updated Date 06/30/2025 |
Upturn AI SWOT
Roundhill GLP-1 & Weight Loss ETF
ETF Overview
Overview
The Roundhill GLP-1 & Weight Loss ETF (OZEM) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Solactive Global OSEM Weight Loss Index. The fund focuses on companies expected to derive significant revenue from GLP-1 drugs and weight loss products.
Reputation and Reliability
Roundhill Investments is known for thematic ETFs focusing on innovative sectors. They are generally considered a reliable issuer, although they are a smaller player compared to established giants like BlackRock or Vanguard.
Management Expertise
Roundhill's management team has experience in the ETF industry, focusing on identifying and developing thematic investment strategies.
Investment Objective
Goal
To track the performance of the Solactive Global OSEM Weight Loss Index, which focuses on companies involved in the GLP-1 and weight loss market.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Solactive Global OSEM Weight Loss Index.
Composition The ETF primarily holds stocks of companies involved in the development, production, and distribution of GLP-1 drugs and weight loss products.
Market Position
Market Share: OZEM is a relatively new entrant in the weight loss ETF market, and its market share is growing, but is still much smaller than broader healthcare ETFs.
Total Net Assets (AUM): 34000000.0
Competitors
Key Competitors
- IShares US Pharmaceuticals ETF (IHE)
- SPDR S&P Biotech ETF (XBI)
- VanEck Biotech ETF (BBH)
Competitive Landscape
The competitive landscape includes broader healthcare and biotech ETFs as well as any potential future thematic weight loss ETFs. OZEM has the advantage of a highly focused approach on GLP-1 and weight loss but faces the disadvantage of being a niche ETF with lower AUM compared to diversified and established players.
Financial Performance
Historical Performance: Historical performance data is still limited due to the ETF's recent inception. Performance will be highly correlated to the performance of GLP-1 related stocks.
Benchmark Comparison: The ETF's performance can be compared to the Solactive Global OSEM Weight Loss Index, although the performance history is short.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally moderate, but may widen during periods of market volatility or low trading volume.
Market Dynamics
Market Environment Factors
The ETF is affected by factors influencing the pharmaceutical and biotechnology industries, including regulatory approvals, clinical trial results, and competition in the GLP-1 market.
Growth Trajectory
The ETF's growth trajectory depends on the continued growth and adoption of GLP-1 drugs for weight loss and diabetes management. It may be subject to changes in index methodology or holdings based on market developments.
Moat and Competitive Advantages
Competitive Edge
OZEM offers a targeted approach to investing in the growing GLP-1 and weight loss market, potentially offering higher returns than broader healthcare ETFs. The ETF's focused strategy allows investors to specifically target this niche market. Roundhill's expertise in thematic ETFs provides an advantage. It is designed to benefit from the growing popularity of GLP-1 drugs for weight loss and diabetes management.
Risk Analysis
Volatility
The ETF's volatility can be expected to be high due to its concentration in a specific sector and the potential for fluctuations in the performance of GLP-1 related stocks.
Market Risk
The ETF is subject to market risk, including the risk of changes in investor sentiment, regulatory changes, and competition in the pharmaceutical and biotechnology industries.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who is bullish on the long-term growth prospects of the GLP-1 and weight loss market and is willing to accept higher risk for potentially higher returns.
Market Risk
The ETF is suitable for long-term investors who are looking for targeted exposure to the GLP-1 and weight loss sector.
Summary
The Roundhill GLP-1 & Weight Loss ETF (OZEM) provides targeted exposure to companies involved in the GLP-1 and weight loss market. While a niche ETF, its highly focused strategy sets it apart from broader healthcare ETFs. OZEM carries higher risk and volatility due to its concentration in a specific sector. Investors should carefully consider their risk tolerance and investment objectives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Roundhill Investments website
- Solactive website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should consult with a qualified financial advisor before making any investment decisions. Market share data is based on the last available data and may not reflect current market conditions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Roundhill GLP-1 & Weight Loss ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund's manager will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities of GLP-1 & Weight Loss Companies or any derivative instruments (such as swap agreements or forward contracts) that utilize one or more GLP-1 & Weight Loss Companies as the reference asset. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.