AESR vs WELD
Anfield US Equity Sector Rotation ETF vs Tema US Manufacturing & Reshoring ETF
Which is better, AESR or WELD?
WELD has been ahead.
WELD has a lower expense ratio. WELD led over 1Y. WELD is less concentrated, with 60.8% of the fund in its ten largest positions against 84.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AESR | WELD |
|---|---|---|
| Expense Ratio | 0.97% | 0.75%Best |
| AUM | $257M | $270M |
| Dividend Yield | 0.00% | 0.25% |
| Holdings | 66 | 94 |
| YTD Return | +14.49%Best | -16.87% |
| 1Y Return | +18.02% | - |
| 3Y Return (annualized) | +24.85% | - |
| 5Y Return (annualized) | +13.25% | - |
| Top 10 Weight | 84.6% | 60.8%Best |
| Fund Family | Horizon Funds | Tema Global Limited |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 16, 2019 | May 10, 2023 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
AESR vs WELD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AESR vs WELD Performance
Anfield US Equity Sector Rotation ETF (AESR) is an ETF from Horizon Funds and Tema US Manufacturing & Reshoring ETF (WELD) is an ETF from Tema Global Limited. Year to date, AESR is up 14.49% versus a loss of 16.87% for WELD.
Past performance does not guarantee future results.
Fees and Cost Over Time
AESR charges 0.97% per year while WELD charges 0.75%. On a $10,000 position that is $97 vs $75 annually, a gap of $22 per year that compounds over a long holding period. On income, AESR currently yields 0.00% against 0.25% for WELD.
Holdings Overlap
We hold position weights for 32 holdings in AESR and 42 in WELD, totalling 100.1% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 32 positions we hold weights for in AESR and 42 in WELD, against full books of 66 and 94.
What only one of them owns
Our book lists 8 positions for WELD that do not appear in our book for AESR (41.1% of the fund), and 29 for AESR that do not appear in WELD (97.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of AESR and WELD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AESR or WELD?
AESR has an expense ratio of 0.97% while WELD charges 0.75%. WELD is the cheaper option, by $22 a year on a $10,000 investment.
Which pays a higher dividend, AESR or WELD?
AESR yields 0.00% while WELD yields 0.25%, so WELD currently pays the higher dividend yield.
Is WELD better than AESR?
WELD has a lower expense ratio. WELD led over 1Y. WELD is less concentrated, with 60.8% of the fund in its ten largest positions against 84.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.