STEW vs WELD
SRH Total Return Fund vs Tema US Manufacturing & Reshoring ETF
Which is better, STEW or WELD?
WELD has been ahead.
WELD has a lower expense ratio. WELD led over 1Y.
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 | WELD |
|---|---|---|
| Expense Ratio | 2.28% | 0.75%Best |
| AUM | $2.3B | $270M |
| Dividend Yield | 3.39% | 0.25% |
| Holdings | 24 | 94 |
| YTD Return | -0.38%Best | -16.87% |
| 1Y Return | +3.95% | - |
| 3Y Return (annualized) | +15.13% | - |
| 5Y Return (annualized) | +9.90% | - |
| Fund Family | Paralel Advisors LLC | Tema Global Limited |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 31, 2002 | May 10, 2023 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
STEW 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.
STEW vs WELD Performance
SRH Total Return Fund (STEW) is an ETF from Paralel Advisors LLC and Tema US Manufacturing & Reshoring ETF (WELD) is an ETF from Tema Global Limited. Year to date, STEW is down 0.38% versus a loss of 16.87% for WELD.
Past performance does not guarantee future results.
Fees and Cost Over Time
STEW charges 2.28% per year while WELD 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 0.25% for WELD.
Holdings Overlap
We hold position weights for 21 holdings in STEW and 42 in WELD, totalling 93.5% 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 21 positions we hold weights for in STEW and 42 in WELD, against full books of 24 and 94.
You are not choosing between two funds in isolation.
Whichever of STEW 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, STEW or WELD?
STEW has an expense ratio of 2.28% while WELD charges 0.75%. WELD is the cheaper option, by $153 a year on a $10,000 investment.
Which pays a higher dividend, STEW or WELD?
STEW yields 3.39% while WELD yields 0.25%, so STEW currently pays the higher dividend yield.
Is WELD better than STEW?
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.