WELD vs ZIG

WELD vs ZIG

Which is better, WELD or ZIG?

WELD has been ahead.

WELD led over 1Y. ZIG is less concentrated, with 34.5% of the fund in its ten largest positions against 60.8%.

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

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

MetricWELDZIG
Expense Ratio0.75%Tie0.75%Tie
AUM$270M$31M
Dividend Yield0.25%1.84%
Holdings9497
YTD Return-17.17%+8.11%Best
1Y Return-+10.31%
3Y Return (annualized)-+10.81%
5Y Return (annualized)-+8.07%
Top 10 Weight60.8%34.5%Best
Fund FamilyTema Global LimitedAcquirers Funds, LLC
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 10, 2023May 14, 2019

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

WELD vs ZIG 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 WELD against instead:WELD vs SPYWELD vs QQQWELD vs VOOWELD vs VTIZIG against:ZIG vs VXUS

WELD vs ZIG Performance

Tema US Manufacturing & Reshoring ETF (WELD) is an ETF from Tema Global Limited and The Acquirers Fund ETF (ZIG) is an ETF from Acquirers Funds, LLC. Year to date, WELD is down 17.17% versus a gain of 8.11% for ZIG.

Past performance does not guarantee future results.

Fees and Cost Over Time

WELD charges 0.75% per year while ZIG charges 0.75%. On a $10,000 position that is $75 vs $75 annually. On income, WELD currently yields 0.25% against 1.84% for ZIG.

Holdings Overlap

We hold position weights for 42 holdings in WELD and 32 in ZIG, totalling 100.0% 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 42 positions we hold weights for in WELD and 32 in ZIG, against full books of 94 and 97.

What only one of them owns

Our book lists 32 positions for ZIG that do not appear in our book for WELD (100.0% of the fund), and 8 for WELD that do not appear in ZIG (41.1%).

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

WELDZIG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, WELD or ZIG?

WELD has an expense ratio of 0.75% while ZIG charges 0.75%. At the precision these are quoted to, they cost the same.

Which pays a higher dividend, WELD or ZIG?

WELD yields 0.25% while ZIG yields 1.84%, so ZIG currently pays the higher dividend yield.

Is ZIG better than WELD?

WELD led over 1Y. ZIG is less concentrated, with 34.5% of the fund in its ten largest positions against 60.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.