WELD vs ZHDG
Tema US Manufacturing & Reshoring ETF vs ZEGA Buy and Hedge ETF
Which is better, WELD or ZHDG?
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 | WELD | ZHDG |
|---|---|---|
| Expense Ratio | 0.75%Best | 0.95% |
| AUM | $270M | $31M |
| Dividend Yield | 0.25% | 2.42% |
| Holdings | 94 | 28 |
| YTD Return | -16.87% | +6.90%Best |
| 1Y Return | - | +8.99% |
| 3Y Return (annualized) | - | +14.14% |
| 5Y Return (annualized) | - | +6.03% |
| Fund Family | Tema Global Limited | Zega ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 10, 2023 | Jul 6, 2021 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
WELD 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 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.
WELD vs ZHDG Performance
Tema US Manufacturing & Reshoring ETF (WELD) is an ETF from Tema Global Limited and ZEGA Buy and Hedge ETF (ZHDG) is an ETF from Zega ETFs. Year to date, WELD is down 16.87% versus a gain of 6.90% for ZHDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
WELD 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, WELD currently yields 0.25% against 2.42% for ZHDG.
Holdings Overlap
We hold position weights for 42 holdings in WELD and 2 in ZHDG, totalling 100.0% 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 42 positions we hold weights for in WELD and 2 in ZHDG, against full books of 94 and 28.
You are not choosing between two funds in isolation.
Whichever of WELD 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, WELD or ZHDG?
WELD has an expense ratio of 0.75% while ZHDG charges 0.95%. WELD is the cheaper option, by $20 a year on a $10,000 investment.
Which pays a higher dividend, WELD or ZHDG?
WELD yields 0.25% while ZHDG yields 2.42%, so ZHDG currently pays the higher dividend yield.
Is ZHDG better than WELD?
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.