VOO vs WELD

Quick Verdict

VOO has a lower expense ratio. WELD delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: WELDMore Diversified: VOO

Side-by-Side Comparison

MetricVOOWELDWinner
Expense Ratio0.03%0.75%
AUM$979.0B$292M
Dividend Yield1.09%0.21%
Holdings50925
YTD Return+13.79%-7.19%
1Y Return+23.01%-
3Y Return (annualized)+21.78%-
5Y Return (annualized)+13.39%-
Volatility (annualized)14.1%-
Max Drawdown-34.3%-14.5%
Fund FamilyVanguard (US)Tema Global Limited
CategoryEquityEquity
InceptionSep 7, 2010May 10, 2023

VOO vs WELD Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and Tema US Manufacturing & Reshoring ETF (WELD) is a ETF from Tema Global Limited. Year to date, VOO is up 13.79% versus a loss of 7.19% for WELD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -34.3% for VOO 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

VOO 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, VOO currently yields 1.09% against 0.21% for WELD.

Holdings Overlap

2.0%overlap

VOO and WELD share 8 holdings out of 520 unique holdings combined, representing a 2.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOOWeight in WELDDifference
CAT0.76%5.96%5.20%
PH0.19%5.03%4.84%
LIN:IE0.37%4.78%4.41%
ETNProProPro
IRProProPro
ROKProProPro
HONProProPro
WMBProProPro
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Frequently Asked Questions

Which is cheaper, VOO or WELD?

VOO has an expense ratio of 0.03% while WELD charges 0.75%. VOO is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

What is the holdings overlap between VOO and WELD?

VOO and WELD share 8 common holdings with a 2.0% weight overlap. Combined, they hold 520 unique securities.

Which pays a higher dividend, VOO or WELD?

VOO yields 1.09% while WELD yields 0.21%, so VOO currently pays the higher dividend yield.

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