VOLT vs ZHDG
Tema Electrification ETF vs ZEGA Buy and Hedge ETF
Which is better, VOLT or ZHDG?
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 | VOLT | ZHDG |
|---|---|---|
| Expense Ratio | 0.75%Best | 0.95% |
| AUM | $742M | $31M |
| Dividend Yield | 0.37% | 2.42% |
| Holdings | 30 | 28 |
| YTD Return | +18.20%Best | +6.90% |
| 1Y Return | +18.09%Best | +8.99% |
| 3Y Return (annualized) | - | +14.14% |
| 5Y Return (annualized) | - | +6.03% |
| Volatility (annualized) | 24.0% | 10.7%Best |
| Max Drawdown | -23.4% | -11.6%Best |
| $10,000 over 1.9 years | $14,046Best | $11,793 |
| Fund Family | Tema Global Limited | Zega ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 3, 2024 | Jul 6, 2021 |
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).
VOLT vs ZHDG 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.
VOLT vs ZHDG Performance
Tema Electrification ETF (VOLT) is an ETF from Tema Global Limited and ZEGA Buy and Hedge ETF (ZHDG) is an ETF from Zega ETFs. Over the past year VOLT returned +18.09% while ZHDG returned +8.99%. Year to date, VOLT is up 18.20% versus a gain of 6.90% for ZHDG.
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 10.7% for ZHDG. 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 -23.4% for VOLT and -11.6% for ZHDG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.
Fees and Cost Over Time
VOLT charges 0.75% per year while ZHDG charges 0.95%. On a $10,000 position that is $75 vs $95 annually, a gap of $20 per year that compounds over a long holding period. On income, VOLT currently yields 0.37% against 2.42% for ZHDG.
Holdings Overlap
We hold position weights for 27 holdings in VOLT and 2 in ZHDG, totalling 99.3% and 8.2% 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 2 in ZHDG, against full books of 30 and 28.
You are not choosing between two funds in isolation.
Whichever of VOLT and ZHDG 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, VOLT or ZHDG?
VOLT has an expense ratio of 0.75% while ZHDG charges 0.95%. VOLT is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, VOLT or ZHDG?
Over the past year VOLT returned +18.09% vs +8.99% for ZHDG, so VOLT leads on 1-year performance. Over the longest common window we track (2 years), VOLT annualized +19.58% vs +9.07% for ZHDG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOLT or ZHDG?
VOLT has been the more volatile fund at 24.0% annualized versus 10.7% for ZHDG. Worst drawdown: VOLT -23.4% vs ZHDG -11.6%.
Should I hold both VOLT and ZHDG?
VOLT and ZHDG have a monthly-return correlation of 0.51, 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, VOLT or ZHDG?
VOLT yields 0.37% while ZHDG yields 2.42%, so ZHDG currently pays the higher dividend yield.
Is ZHDG better than VOLT?
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.