SVOL vs WELD
Simplify Volatility Premium ETF vs Tema US Manufacturing & Reshoring ETF
Which is better, SVOL or WELD?
WELD has been ahead.
SVOL 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 | SVOL | WELD |
|---|---|---|
| Expense Ratio | 0.66%Best | 0.75% |
| AUM | $530M | $270M |
| Dividend Yield | 21.23% | 0.25% |
| Holdings | 109 | 94 |
| YTD Return | +11.39%Best | -16.87% |
| 1Y Return | +17.01% | - |
| 3Y Return (annualized) | +8.93% | - |
| 5Y Return (annualized) | +7.72% | - |
| Fund Family | Simplify Exchange Traded Funds | Tema Global Limited |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 12, 2021 | May 10, 2023 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
SVOL 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.
SVOL vs WELD Performance
Simplify Volatility Premium ETF (SVOL) is an ETF from Simplify Exchange Traded Funds and Tema US Manufacturing & Reshoring ETF (WELD) is an ETF from Tema Global Limited. Year to date, SVOL is up 11.39% versus a loss of 16.87% for WELD.
Past performance does not guarantee future results.
Fees and Cost Over Time
SVOL charges 0.66% per year while WELD charges 0.75%. On a $10,000 position that is $66 vs $75 annually, a gap of $9 per year that compounds over a long holding period. On income, SVOL currently yields 21.23% against 0.25% for WELD.
Holdings Overlap
We hold position weights for 10 holdings in SVOL and 42 in WELD, totalling 48.8% 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 10 positions we hold weights for in SVOL and 42 in WELD, against full books of 109 and 94.
You are not choosing between two funds in isolation.
Whichever of SVOL 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, SVOL or WELD?
SVOL has an expense ratio of 0.66% while WELD charges 0.75%. SVOL is the cheaper option, by $9 a year on a $10,000 investment.
Which pays a higher dividend, SVOL or WELD?
SVOL yields 21.23% while WELD yields 0.25%, so SVOL currently pays the higher dividend yield.
Is WELD better than SVOL?
SVOL 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.