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This Week's Exclusive Story Ozempic, Mounjaro, Wegovy, or Zepbound? This ETF Holds Them AllAuthor: Jordan Chussler. Posted: 1/19/2026. 
Key Points - With the FDA approval of GLP-1 agonists in pill form, the healthcare industry is looking to build on last year's momentum.
- Grand View Research forecasts the GLP-1 drug market to grow by a CAGR of nearly 19% through 2030.
- The Roundhill GLP-1 & Weight Loss ETF, which has gained 52% over the past year, provides a basket of leading companies involved in the manufacturing and sales of weight-loss drugs.
After a lackluster first half of 2025, healthcare stocks staged a comeback, posting the best performance among the 11 S&P 500 sectors over the past six months. In large part, that rebound was fueled by rising demand for weight-loss drugs such as GLP-1 agonists and semaglutide treatments, including Ozempic, Wegovy, Zepbound, and Mounjaro. Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund.
It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: "Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you."
This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight. Click here for the full story. While the popularity of those injectable treatments peaked in 2025, the recently FDA-approved pill form of weight-loss drugs could be an even bigger catalyst in 2026. For investors seeking exposure, several Big Pharma companies in this space could boost portfolios next year. One exchange-traded fund, the Roundhill GLP-1 & Weight Loss ETF (NASDAQ: OZEM), offers a one-stop option by holding a basket of leading companies involved in the manufacturing and sale of weight-loss drugs. America’s Weight-Loss Fixation Is Driving Massive Growth Industry consultant Grand View Research forecasts the GLP-1 drug market to grow at a compound annual growth rate of 18.54% between 2024 and 2030, lifting global market value from $13.84 billion to $48.84 billion. North America has dominated the GLP-1 agonists weight-loss drug market, accounting for nearly 76% of overall revenue. That growth has already benefited shareholders of the companies leading the space, including Novo Nordisk (NYSE: NVO), maker of Ozempic and Wegovy, and Eli Lilly (NYSE: LLY), maker of Zepbound and Mounjaro. While not as prominent historically in the weight-loss arena, Pfizer (NYSE: PFE) has recently increased its efforts in the sector, signing a $2.1 billion licensing agreement in December 2025 with a Chinese pharmaceutical company to develop an early-stage weight-loss pill. Those pills—like their injectable counterparts—could be a major driver for the industry's future. In the company’s Q3 earnings call last fall, Dan Skovronsky, Eli Lilly’s chief scientific and medical officer and president of Lilly Immunology, underscored the important role oral therapies will play going forward. Skovronsky said the company has a "goal to deliver efficacy similar to injectable GLP-1 monotherapy in an easy-to-use daily pill." He added that "we expect results from up to six phase III studies by the end of 2026," and that "we expect retatrutide can deliver deeper and more rapid weight-loss than existing obesity medicines, even more than tirzepatide," the prescription drug sold under brand names such as Mounjaro and Zepbound. That progress is likely to continue fueling revenue growth for major drugmakers. Novo Nordisk has already reported 46 million new customers, according to CEO Mike Doustdar, including "around 3 million more people with our GLP-1 treatment compared to just 12 months ago." The All-in-One ETF for Weight-Loss Market Exposure The Roundhill GLP-1 & Weight Loss ETF provides exposure to the major players in the GLP-1 and semaglutide markets. The thematic fund gained nearly 52% over the past year, including a nearly 75% gain since reaching its one-year low on April 8, 2025. Much of that performance reflects the recent strength of the three Big Pharma names—Novo Nordisk, Eli Lilly, and Pfizer—which together account for almost 40% of the ETF’s weighting, with NVO and LLY receiving the two largest allocations. OZEM’s fourth-largest holding, with a 4.41% weighting, is Viking Therapeutics (NASDAQ: VKTX). Viking’s dual GLP-1/GIP agonist, VK2735, is in advanced clinical trials for obesity and metabolic disorders and is being developed in both injectable and oral formulations. Also in the fund, Amgen (NASDAQ: AMGN)—the ETF’s ninth-largest holding with a 3.58% weighting—is developing MariTide, a weight-loss drug that aims for monthly or quarterly dosing rather than daily or weekly administration. That program is currently in late-stage Phase 3 trials for obesity. The ETF also holds AstraZeneca (NASDAQ: AZN) and Regeneron Pharmaceuticals (NASDAQ: REGN). AstraZeneca is awaiting FDA decisions on several oral, daily GLP-1 candidates, while Regeneron is developing combination approaches that pair its muscle-preserving antibodies, trevogrumab and garetosmab, with GLP-1 therapies like Wegovy and Ozempic to enhance fat loss while preserving muscle mass. What Wall Street Thinks About OZEM The ETF carries a net expense ratio of 0.59% and receives an aggregate Moderate Buy rating. Average daily trading volume is relatively light, at about 34,525 shares, but institutional buyers have been net purchasers over the past year, with $7.18 million in inflows versus roughly $271,390 in outflows. Current short interest stands at about 6.3%—roughly 89,526 of the fund’s 1.5 million shares outstanding. Of the 13 companies in its portfolio that have consensus analyst ratings, 11 are rated Buy or Moderate Buy, two are rated Hold, and none are rated Sell.
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