Compare · 2 funds side by side · dividends reinvested

WELD and IWB

WELDTema×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

WELD and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.4

Tema U.S. Manufacturing & Reshoring ETFUS Stock Styles · Large cap0.75%0.25%+16.4%+17.2%+26.2%[…]−21.6%28.5%$246M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: WELD 2023 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Tema U.S. Manufacturing & Reshoring ETF · $246M[…]

WELD

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

WELDMeasureIWB

+16.4%Year to dateJan 1 → Nov 3+11.3%

+17.2%1 yearTotal return+11.6%

+26.2%3 years · per year$10,000 became $20,093 · $18,957+23.8%

[…]5 years · per year$10,000 became […] · $17,090+11.3%

0.75%Expense ratio$75 · $15 a year on $10k · lower is better0.15%

0.25%Trailing 12-mo yield$25 · $92 a year on $10k0.92%

−21.6%Worst dropSmaller is better−8.9%

28.5%VolatilityLower is calmer12.8%

WELDIWB Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4IWB wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WELD vs IWB: Top 5 Holdings

Today

WELD

34.9%in top 5

IWB

in top 525.2%

WELDStockIWB

7.5%TKRnot top 5

7.2%CGNXnot top 5

not top 5AAPL7.1%

6.9%PHnot top 5

not top 5NVDA6.8%

6.8%GTESnot top 5

6.5%AITnot top 5

not top 5MSFT5.6%

not top 5AMZN3.3%

not top 5GOOGL2.3%

Held in common1.7%

End-of-day Nov 3, 2026 · share of each fund

WELD vs IWB Returns, Every Period

TemaWELD

+17.2%

past year

IWBiShares

+11.6%

past year

WELDIWBFaded: behind in that period

3–0WELD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

WELD vs IWB

YTD

TemaWELD

+16.4%

IWBiShares

+11.3%

+16.4%Year to date+11.3%

−21.6%Worst drop · 1Y−8.9%

28.5%Volatility · 1Y12.8%

0.3%Yield0.9%

$246MAssets$47.8B

3–1IWB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WELD, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

WELD0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: WELD, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

WELD0.25%$25

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

WELD$25 − $75 = −$50

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: WELD, IWB

Today

1.7%most shared, WELD and IWB

WELDIWB

WELD—1.7%

IWB1.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.2%WELD, at 28.5% volatility

IWBWorst drop−8.9%12.8% vol

WELDWorst drop−21.6%28.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWBWELD

+11.3%Year to date+16.4%

0.9%Yield0.3%

+11.6%Past year+17.2%

0.15%Fee0.75%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026