WELD vs IVV

AWELD

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.6%WELD and IVV

Tema U.S. Manufacturing & Reshoring ETF · $212MiShares Core S&P 500 ETF · $883B

+22.0%3 years · per year$18,151 · $18,019+21.7%

[…]5 years · per year[…] · $17,398+11.7%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.27%12-mo yield$27 · $110 on $10k1.10%

Cards for this view

WELD

Tema U.S. Manufacturing & Reshoring

[…]

IVV

iShares Core S&P 500

$17,398

MeasureWELDIVV

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.27%1.10%

5 years, per year[…]+11.7%

3 years, per year+22.0%+21.7%

Worst drop · 1Y−26.3%−8.9%

Volatility · 1Y30.1%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
3	AWELD	Tema U.S. Manufacturing & Reshoring ETFRead Desk	0.75%	0.27%	−0.8%	+11.6%	+12.7%	+22.0%	new	−26.3%	$212M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
3	AWELD	Tema U.S. Manufacturing & Reshoring ETFRead Desk	0.75%	0.27%	−0.8%	+11.6%	+12.7%	+22.0%	new	−26.3%	$212M

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