VOO vs WELD

VOO vs WELD

Which is better, VOO or WELD?

WELD has been ahead.

VOO has a lower expense ratio. WELD led over 1Y. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 57.1%.

Lower Fees: VOOHigher Returns (1Y): WELDLess Concentrated: VOO

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

MetricVOOWELD
Expense Ratio0.03%Best0.75%
AUM$997.4B$273M
Dividend Yield1.04%0.24%
Holdings50924
YTD Return+12.25%Best-16.40%
1Y Return+17.03%-
3Y Return (annualized)+21.25%-
5Y Return (annualized)+13.08%-
Top 10 Weight37.6%Best57.1%
Fund FamilyVanguard (US)Tema Global Limited
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 7, 2010May 10, 2023

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

VOO 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.

VOO vs WELD Performance

Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and Tema US Manufacturing & Reshoring ETF (WELD) is an ETF from Tema Global Limited. Year to date, VOO is up 12.25% versus a loss of 16.40% for WELD.

Past performance does not guarantee future results.

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 1.04% against 0.24% for WELD.

Holdings Overlap

VOO already in WELD1.1%
WELD already in VOO45.5%

1.1% of VOO's money is in holdings WELD also owns. 45.5% of WELD's money is in holdings VOO also owns.

The two portfolios partly overlap.

11 positions in common, counted across the 494 positions we hold weights for in VOO and 47 in WELD, against full books of 509 and 24.

What only one of them owns

Our book lists 0 positions for WELD that do not appear in our book for VOO (0.0% of the fund), and 476 for VOO that do not appear in WELD (98.1%).

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.

Top Shared Holdings

StockWeight in VOOWeight in WELDDifference
NEENextera Energy Inc0.28%9.49%9.21%
CEGConstellation Energy Corporation Com0.13%6.43%6.30%
AEPAmerican Electric Power Co Inc0.11%4.75%4.64%
DDominion Energy Inc.0.09%4.22%4.13%
SRESempra Common Stock0.09%4.11%4.02%
ETREntergy Corp.0.08%3.52%3.44%
EXCExelon0.07%3.38%3.31%
EDConsolidated Edison Inc0.06%2.95%2.89%
PEGPublic Svc Ent Group0.06%2.68%2.62%
AWKAmerican Water Works Co. Inc.0.04%1.97%1.93%

45.5% of WELD is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VOOWELD

Free for up to 10 holdings. No account needed.

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, by $72 a year on a $10,000 investment.

What is the holdings overlap between VOO and WELD?

45.5% of WELD's money is in holdings VOO also owns. 45.5% of WELD's is in holdings VOO also owns. They hold 11 positions in common, counted across the 494 positions we hold weights for in VOO and 47 in WELD.

Which pays a higher dividend, VOO or WELD?

VOO yields 1.04% while WELD yields 0.24%, so VOO currently pays the higher dividend yield.

Is WELD better than VOO?

VOO has a lower expense ratio. WELD led over 1Y. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 57.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.