RSHO vs WELD
Tema American Reshoring ETF vs Tema US Manufacturing & Reshoring ETF
Which is better, RSHO or WELD?
RSHO has been ahead.
RSHO led over 1Y. WELD is less concentrated, with 60.8% of the fund in its ten largest positions against 61.1%.
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 | RSHO | WELD |
|---|---|---|
| Expense Ratio | 0.75%Tie | 0.75%Tie |
| AUM | $302M | $270M |
| Dividend Yield | 0.23% | 0.25% |
| Holdings | 25 | 94 |
| Volatility (annualized) | 22.6% | - |
| Max Drawdown | -27.3% | - |
| Top 10 Weight | 61.1% | 60.8%Best |
| Fund Family | Tema Global Limited | Tema Global Limited |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 11, 2023 | May 10, 2023 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window.
The two price series end 118 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. RSHO has data through Jun 18, 2026 and WELD through Oct 14, 2026.
Fees and Cost Over Time
RSHO charges 0.75% per year while WELD charges 0.75%. On a $10,000 position that is $75 vs $75 annually. On income, RSHO currently yields 0.23% against 0.25% for WELD.
Holdings Overlap
We hold position weights for 24 holdings in RSHO and 42 in WELD, totalling 99.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 155 days apart, RSHO as of Apr 30, 2026 and WELD as of Oct 2, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 24 positions we hold weights for in RSHO and 42 in WELD, against full books of 25 and 94.
What only one of them owns
Our book lists 8 positions for WELD that do not appear in our book for RSHO (41.1% of the fund), and 22 for RSHO that do not appear in WELD (91.7%).
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 RSHO 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, RSHO or WELD?
RSHO has an expense ratio of 0.75% while WELD charges 0.75%. At the precision these are quoted to, they cost the same.
Which pays a higher dividend, RSHO or WELD?
RSHO yields 0.23% while WELD yields 0.25%, so WELD currently pays the higher dividend yield.
Is WELD better than RSHO?
RSHO led over 1Y. WELD is less concentrated, with 60.8% of the fund in its ten largest positions against 61.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.