IVV vs WELD
iShares Core S&P 500 ETF vs Tema US Manufacturing & Reshoring ETF
Quick Verdict
IVV has a lower expense ratio. WELD delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | WELD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.75% | |
| AUM | $865.2B | $292M | |
| Dividend Yield | 1.09% | 0.21% | |
| Holdings | 508 | 25 | |
| YTD Return | +13.80% | -7.19% | |
| 1Y Return | +23.01% | - | |
| 3Y Return (annualized) | +21.77% | - | |
| 5Y Return (annualized) | +13.39% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -14.5% | |
| Fund Family | iShares by BlackRock (US) | Tema Global Limited | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 10, 2023 |
IVV vs WELD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Tema US Manufacturing & Reshoring ETF (WELD) is a ETF from Tema Global Limited. Year to date, IVV is up 13.80% versus a loss of 7.19% for WELD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -14.5% for WELD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while WELD charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.21% for WELD.
Holdings Overlap
IVV and WELD share 7 holdings out of 521 unique holdings combined, representing a 1.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or WELD?
IVV has an expense ratio of 0.03% while WELD charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
What is the holdings overlap between IVV and WELD?
IVV and WELD share 7 common holdings with a 1.6% weight overlap. Combined, they hold 521 unique securities.
Which pays a higher dividend, IVV or WELD?
IVV yields 1.09% while WELD yields 0.21%, so IVV currently pays the higher dividend yield.
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