JETSvsWELDETF Comparison
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U.S. Global Jets ETF (JETS) belongs to the New Consumers & Focus segment. Tema U.S. Manufacturing & Reshoring ETF (WELD) is part of the US Multi-Factor segment. JETS's top 3 sector exposures are Industrials and Consumer Services. In contrast, WELD's top sector exposures are Industrials and Non-Energy Materials.Technology, JETS is less expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.75% for WELD. JETS is up 12.73% year-to-date (YTD) with -$138M in YTD flows. WELD performs better with 25.81% YTD performance, and +$56M in YTD flows. Run a side-by-side ETF comparison of JETS and WELD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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JETS vs WELD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JETS WELD | -4.76%-11.41% | +24.59%-1.57% | +12.73%+25.81% | +32.51%+35.36% | +49.13%+90.21% | +40.28%n/a |
| Flows | JETS WELD | -$132M+$19M | -$145M+$25M | -$138M+$56M | -$260M+$64M | -$1.39B+$208M | -$2.27B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JETS WELD | +36.20%+33.64% | +32.06%+26.44% | +29.95%+22.87% | +31.24%n/a |
| Max drawdown | JETS WELD | -11.99%-14.38% | -24.13%-14.60% | -34.80%-26.90% | -40.07%n/a |
| Max drawdown duration | JETS WELD | 24d35d | 134d57d | 315d239d | 1132dn/a |
Trading data
JETS | WELD | |
Last sale 7/31/2026 at 1:30 PM | $31.28 | $56.81 |
| Previous close 07/30/2026 | $31.68 | $55.63 |
| Consolidated volume 07/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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WELD
is actively managed and doesn’t replicate an indexJETS | WELD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/31/2026 at 1:30 PM
Live
Closed
JETS | WELD | |
|---|---|---|
| Last price | $31.28 | $56.81 |
| 1D performance | -1.26% | +2.12% |
| AuM | $778.87 M | $282.44 M |
| E/R | 0.6% | 0.75% |
Characteristics
JETS | WELD | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | U.S. Global ETFs | Tema |
| Benchmark | U.S. Global Jets Index | - |
| N° of holdings | 48 | 24 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 30, 2015 | May 10, 2023 |
| ESG | No | No |
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Exposure
Countries
JETS
USA
75.32%
Other
24.68%
WELD
USA
79.68%
Other
20.32%
Sectors
JETS
Industrials
91.98%
Consumer Services
7.61%
Other
0.41%
WELD
Industrials
71.21%
Non-Energy Materi.
21.17%
Other
7.62%
Diversification
JETS
Total weight of top 15 holdings out of 15
75.65%
WELD
Total weight of top 15 holdings out of 15
79.78%
Top 15 holdings
Data as of June 30, 2026
JETS
American Airlines Group, Inc.
11.16%
United Airlines Holdings, Inc.
11.06%
Southwest Airlines Co.
10.73%
Delta Air Lines, Inc.
10.36%
Allegiant Travel Co.
4.20%
Frontier Group Holdings, Inc.
4.01%
JetBlue Airways Corp.
3.74%
Air Canada
3.60%
Alaska Air Group, Inc.
3.59%
SkyWest, Inc.
3.44%
Sabre Corp.
2.05%
Expedia Group, Inc.
2.02%
TripAdvisor, Inc.
2.00%
Booking Holdings, Inc.
1.92%
Bombardier, Inc.
1.77%
WELD
The Timken Co.
8.15%
Cognex Corp.
7.27%
Caterpillar, Inc.
7.04%
Powell Industries, Inc.
6.97%
Applied Industrial Technologies, Inc.
6.09%
Gates Industrial Corp. Plc
5.78%
Eaton Corp. Plc
5.39%
Terex Corp.
5.05%
ATI, Inc.
4.84%
Linde Plc
4.76%
SPX Technologies, Inc.
3.82%
Rockwell Automation, Inc.
3.73%
Parker-Hannifin Corp.
3.66%
Taiwan Semiconductor Manufacturing Co., Ltd.
3.65%
Ingersoll Rand, Inc.
3.58%
Frequently asked questions about JETS and WELD
How have the JETS and WELD ETFs performed in 2026?
As of July 30, 2026, JETS is up 12.73% year-to-date (YTD), while WELD has returned 25.81%. That puts WELD better performer ahead so far this year.
Which ETF is attracting more investor money: JETS or WELD?
Year-to-date, the JETS ETF saw -$138M in flows, compared to +$56M for WELD.
Which ETF is more volatile: JETS or WELD?
Over the past year, JETS had a volatility of 32.06%, while WELD experienced 26.44%.
Which ETF is bigger: JETS or WELD?
As of July 30, 2026, JETS holds $778.87 M in assets under management (AUM), while WELD manages $282.44 M.
What sectors do the JETS and WELD ETFs invest in?
JETS leans toward sectors like Industrials and Consumer Services. Meanwhile, WELD focuses on Industrials and Non-Energy Materials.
What are the top holdings of the JETS ETF and WELD ETF?
JETS top holdings include American Airlines Group, Inc., United Airlines Holdings, Inc. and Southwest Airlines Co.. WELD holds in its top three: The Timken Co., Cognex Corp. and Caterpillar, Inc..
Which ETF is more diversified: JETS or WELD?
JETS holds 48 securities with 75.65% of its assets in the top 15. WELD has 24 securities and a top 15 weight of 79.78%.
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Latest news about JETS & WELD
Airlines Stocks Take Off After Surpassing Earnings Expectations
January 29, 2024
JETS
US Global Investor’s Frank Holmes on JETS ETF
July 17, 2023
JETS
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