STEW vs VOLT
SRH Total Return Fund vs Tema Electrification ETF
Which is better, STEW or VOLT?
VOLT has been ahead.
VOLT has a lower expense ratio. VOLT led over 1Y and the full window.
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 | STEW | VOLT |
|---|---|---|
| Expense Ratio | 2.28% | 0.75%Best |
| AUM | $2.3B | $742M |
| Dividend Yield | 3.39% | 0.37% |
| Holdings | 24 | 30 |
| YTD Return | -0.38% | +18.20%Best |
| 1Y Return | +3.95% | +18.09%Best |
| 3Y Return (annualized) | +15.13% | - |
| 5Y Return (annualized) | +9.90% | - |
| Volatility (annualized) | 11.3%Best | 24.0% |
| Max Drawdown | -27.6% | -23.4%Best |
| $10,000 over 1.9 years | $11,437 | $14,046Best |
| Fund Family | Paralel Advisors LLC | Tema Global Limited |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 31, 2002 | Dec 3, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 4, 2024 to Oct 14, 2026 (1.9 years).
STEW vs VOLT 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 covers the 1.9 years both funds cover.
STEW vs VOLT Performance
SRH Total Return Fund (STEW) is an ETF from Paralel Advisors LLC and Tema Electrification ETF (VOLT) is an ETF from Tema Global Limited. Over the past year STEW returned +3.95% while VOLT returned +18.09%. Year to date, STEW is down 0.38% versus a gain of 18.20% for VOLT.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOLT has been the more volatile fund, with annualized monthly volatility of 24.0% compared with 11.3% for STEW. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -27.6% for STEW and -23.4% for VOLT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.01. They move largely independently of each other.
Fees and Cost Over Time
STEW charges 2.28% per year while VOLT charges 0.75%. On a $10,000 position that is $228 vs $75 annually, a gap of $153 per year that compounds over a long holding period. On income, STEW currently yields 3.39% against 0.37% for VOLT.
Holdings Overlap
We hold position weights for 21 holdings in STEW and 27 in VOLT, totalling 93.5% and 99.3% 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 21 positions we hold weights for in STEW and 27 in VOLT, against full books of 24 and 30.
You are not choosing between two funds in isolation.
Whichever of STEW and VOLT 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, STEW or VOLT?
STEW has an expense ratio of 2.28% while VOLT charges 0.75%. VOLT is the cheaper option, by $153 a year on a $10,000 investment.
Which performed better, STEW or VOLT?
Over the past year STEW returned +3.95% vs +18.09% for VOLT, so VOLT leads on 1-year performance. Over the longest common window we track (2 years), STEW annualized +7.32% vs +19.58% for VOLT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, STEW or VOLT?
VOLT has been the more volatile fund at 24.0% annualized versus 11.3% for STEW. Worst drawdown: STEW -27.6% vs VOLT -23.4%.
Should I hold both STEW and VOLT?
STEW and VOLT have a monthly-return correlation of 0.01, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, STEW or VOLT?
STEW yields 3.39% while VOLT yields 0.37%, so STEW currently pays the higher dividend yield.
Is VOLT better than STEW?
VOLT has a lower expense ratio. VOLT led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.