LGDX vs WELD
Intech S&P Large Cap Diversified Alpha ETF vs Tema US Manufacturing & Reshoring ETF
Which is better, LGDX or WELD?
WELD has been ahead.
LGDX has a lower expense ratio. WELD led over 1Y. LGDX is less concentrated, with 37.6% of the fund in its ten largest positions against 60.8%.
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 | LGDX | WELD |
|---|---|---|
| Expense Ratio | 0.25%Best | 0.75% |
| AUM | $147M | $270M |
| Dividend Yield | 0.47% | 0.25% |
| Holdings | 590 | 94 |
| YTD Return | +11.53%Best | -16.87% |
| 1Y Return | +14.44% | - |
| Top 10 Weight | 37.6%Best | 60.8% |
| Fund Family | Intech ETF | Tema Global Limited |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 1, 2025 | May 10, 2023 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
LGDX 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.
LGDX vs WELD Performance
Intech S&P Large Cap Diversified Alpha ETF (LGDX) is an ETF from Intech ETF and Tema US Manufacturing & Reshoring ETF (WELD) is an ETF from Tema Global Limited. Year to date, LGDX is up 11.53% versus a loss of 16.87% for WELD.
Past performance does not guarantee future results.
Fees and Cost Over Time
LGDX charges 0.25% per year while WELD charges 0.75%. On a $10,000 position that is $25 vs $75 annually, a gap of $50 per year that compounds over a long holding period. On income, LGDX currently yields 0.47% against 0.25% for WELD.
Holdings Overlap
0.6% of LGDX's money is in holdings WELD also owns. 36.9% of WELD's money is in holdings LGDX also owns.
The two portfolios partly overlap.
7 positions in common, counted across the 295 positions we hold weights for in LGDX and 42 in WELD, against full books of 590 and 94.
What only one of them owns
Our book lists 1 positions for WELD that do not appear in our book for LGDX (4.3% of the fund), and 284 for LGDX that do not appear in WELD (98.8%).
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.
Top Shared Holdings
| Stock | Weight in LGDX | Weight in WELD | Difference |
|---|---|---|---|
| NEENextera Energy Inc | 0.03% | 9.89% | 9.86% |
| CEGConstellation Energy Corporation Com | 0.25% | 6.85% | 6.60% |
| AEPAmerican Electric Power Co Inc | 0.07% | 5.19% | 5.12% |
| DDominion Energy Inc. | 0.07% | 4.38% | 4.31% |
| ETREntergy Corp. | 0.05% | 3.80% | 3.75% |
| EXCExelon | 0.12% | 3.56% | 3.44% |
| EDConsolidated Edison Inc | 0.03% | 3.20% | 3.17% |
36.9% of WELD is already inside LGDX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LGDX or WELD?
LGDX has an expense ratio of 0.25% while WELD charges 0.75%. LGDX is the cheaper option, by $50 a year on a $10,000 investment.
What is the holdings overlap between LGDX and WELD?
36.9% of WELD's money is in holdings LGDX also owns. 36.9% of WELD's is in holdings LGDX also owns. They hold 7 positions in common, counted across the 295 positions we hold weights for in LGDX and 42 in WELD.
Which pays a higher dividend, LGDX or WELD?
LGDX yields 0.47% while WELD yields 0.25%, so LGDX currently pays the higher dividend yield.
Is WELD better than LGDX?
LGDX has a lower expense ratio. WELD led over 1Y. LGDX is less concentrated, with 37.6% of the fund in its ten largest positions against 60.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.