VOLT vs WELD

VOLT vs WELD

Which is better, VOLT or WELD?

WELD has been ahead.

WELD led over 1Y. WELD is less concentrated, with 60.8% of the fund in its ten largest positions against 84.6%.

Lower Fees: TiedHigher Returns (1Y): WELDLess Concentrated: WELD

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

MetricVOLTWELD
Expense Ratio0.75%Tie0.75%Tie
AUM$742M$270M
Dividend Yield0.37%0.25%
Holdings3094
YTD Return+18.20%Best-16.87%
1Y Return+18.09%-
Top 10 Weight84.6%60.8%Best
Fund FamilyTema Global LimitedTema Global Limited
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 3, 2024May 10, 2023

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

VOLT 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.

Compare VOLT against instead:VOLT vs SPYVOLT vs QQQVOLT vs VOOVOLT vs VTIWELD against:WELD vs VXUS

VOLT vs WELD Performance

Tema Electrification ETF (VOLT) is an ETF from Tema Global Limited and Tema US Manufacturing & Reshoring ETF (WELD) is an ETF from Tema Global Limited. Year to date, VOLT is up 18.20% versus a loss of 16.87% for WELD.

Past performance does not guarantee future results.

Fees and Cost Over Time

VOLT charges 0.75% per year while WELD charges 0.75%. On a $10,000 position that is $75 vs $75 annually. On income, VOLT currently yields 0.37% against 0.25% for WELD.

Holdings Overlap

We hold position weights for 27 holdings in VOLT and 42 in WELD, totalling 99.3% 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 27 positions we hold weights for in VOLT and 42 in WELD, against full books of 30 and 94.

What only one of them owns

Our book lists 8 positions for WELD that do not appear in our book for VOLT (41.1% of the fund), and 3 for VOLT that do not appear in WELD (15.7%).

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 VOLT and WELD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VOLTWELD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VOLT or WELD?

VOLT 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, VOLT or WELD?

VOLT yields 0.37% while WELD yields 0.25%, so VOLT currently pays the higher dividend yield.

Is WELD better than VOLT?

WELD led over 1Y. WELD is less concentrated, with 60.8% of the fund in its ten largest positions against 84.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.