DVSP vs WELD

DVSP vs WELD

Which is better, DVSP or WELD?

WELD has been ahead.

WELD has a lower expense ratio. WELD led over 1Y.

Lower Fees: WELDHigher Returns (1Y): WELD

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

MetricDVSPWELD
Expense Ratio0.89%0.75%Best
AUM$2M$270M
Dividend Yield0.26%0.25%
Holdings894
YTD Return+10.86%Best-17.17%
1Y Return+13.59%-
Fund FamilyWEBs InvestmentsTema Global Limited
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 16, 2024May 10, 2023

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

DVSP 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.

Compare DVSP against instead:DVSP vs SPYDVSP vs QQQDVSP vs VOODVSP vs VTIWELD against:WELD vs VXUS

DVSP vs WELD Performance

WEBs SPY Defined Volatility ETF (DVSP) is an ETF from WEBs Investments and Tema US Manufacturing & Reshoring ETF (WELD) is an ETF from Tema Global Limited. Year to date, DVSP is up 10.86% versus a loss of 17.17% for WELD.

Past performance does not guarantee future results.

Fees and Cost Over Time

DVSP charges 0.89% per year while WELD charges 0.75%. On a $10,000 position that is $89 vs $75 annually, a gap of $14 per year that compounds over a long holding period. On income, DVSP currently yields 0.26% against 0.25% for WELD.

Holdings Overlap

We hold position weights for 1 holding in DVSP and 42 in WELD, totalling 43.3% 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 1 positions we hold weights for in DVSP and 42 in WELD, against full books of 8 and 94.

You are not choosing between two funds in isolation.

Whichever of DVSP and WELD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DVSPWELD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DVSP or WELD?

DVSP has an expense ratio of 0.89% while WELD charges 0.75%. WELD is the cheaper option, by $14 a year on a $10,000 investment.

Which pays a higher dividend, DVSP or WELD?

DVSP yields 0.26% while WELD yields 0.25%, so DVSP currently pays the higher dividend yield.

Is WELD better than DVSP?

WELD has a lower expense ratio. WELD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.