SECT vs WELD
Main Sector Rotation ETF vs Tema US Manufacturing & Reshoring ETF
Which is better, SECT or WELD?
WELD has been ahead.
SECT has a lower expense ratio. WELD led over 1Y. WELD is less concentrated, with 57.0% of the fund in its ten largest positions against 100.0%.
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 | SECT | WELD |
|---|---|---|
| Expense Ratio | 0.69%Best | 0.75% |
| AUM | $2.9B | $272M |
| Dividend Yield | 0.72% | 0.24% |
| Holdings | 19 | 94 |
| YTD Return | +12.86%Best | -13.61% |
| 1Y Return | +15.20% | - |
| 3Y Return (annualized) | +20.08% | - |
| 5Y Return (annualized) | +12.53% | - |
| Top 10 Weight | 100.0% | 57.0%Best |
| Fund Family | Main Management ETF Advisors, LLC | Tema Global Limited |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 5, 2017 | May 10, 2023 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
SECT 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.
SECT vs WELD Performance
Main Sector Rotation ETF (SECT) is an ETF from Main Management ETF Advisors, LLC and Tema US Manufacturing & Reshoring ETF (WELD) is an ETF from Tema Global Limited. Year to date, SECT is up 12.86% versus a loss of 13.61% for WELD.
Past performance does not guarantee future results.
Fees and Cost Over Time
SECT charges 0.69% per year while WELD charges 0.75%. On a $10,000 position that is $69 vs $75 annually, a gap of $6 per year that compounds over a long holding period. On income, SECT currently yields 0.72% against 0.24% for WELD.
Holdings Overlap
We hold position weights for 10 holdings in SECT and 47 in WELD, 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 10 positions we hold weights for in SECT and 47 in WELD, against full books of 19 and 94.
What only one of them owns
Our book lists 11 positions for WELD that do not appear in our book for SECT (45.3% of the fund), and 10 for SECT that do not appear in WELD (100.0%).
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 SECT and WELD 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, SECT or WELD?
SECT has an expense ratio of 0.69% while WELD charges 0.75%. SECT is the cheaper option, by $6 a year on a $10,000 investment.
Which pays a higher dividend, SECT or WELD?
SECT yields 0.72% while WELD yields 0.24%, so SECT currently pays the higher dividend yield.
Is WELD better than SECT?
SECT has a lower expense ratio. WELD led over 1Y. WELD is less concentrated, with 57.0% of the fund in its ten largest positions against 100.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.