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Data as of .

MADE vs SUPL: which is really different?

MADE and SUPL hold 0% of their weight in the same names, and SUPL returned more over the year.

iShares U.S. Manufacturing ETF and ProShares Supply Chain Logistics ETF.

80.2%MADE in the S&P 500
28.6%SUPL in the S&P 500
+20.6%MADE total return, 1 year
+22.3%SUPL total return, 1 year

ETFIQ Off-Index Score: SUPL scores higher

How much of it is not the index it is sold as an alternative to?

MADE 31.3SUPL 65.80.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

MADE20% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
80%20%of its weight in S&P 500 companiesoutside the S&P 500active share 95% · top ten 39% of the fund · 117 holdings filed Sep 17, 2026 · Nasdaq-100: 6% in80%20%in the S&P 50020% of its weight outside the S&P 500active share 95% · top ten 39% of the fund
SUPL71% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
29%71%in the S&P 500of its weight outside the S&P 500active share 99% · top ten 46% of the fund · 40 holdings filed Sep 18, 2026 · Nasdaq-100: 8% in29%71%inoutside the S&P 500active share 99% · top ten 46% of the fund

0% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, MADE and SUPL hold 0% of their money in the same securities at the same weight.

Positions MADE and SUPL both hold, largest shared weight first
HoldingMADESUPL
ONDAS INC0.06%0.62%
Only in each
Only in MADEOnly in SUPL
EATON PLC 4.15%DHL AG 5.05%
DEERE 4.09%UNION PACIFIC CORP 4.86%
CATERPILLAR INC 4.02%CSX CORP 4.74%
AMPHENOL CORP CLASS A 3.86%NORFOLK SOUTHERN CORP 4.74%
RTX 3.81%CANADIAN NATL RAILWAY CO 4.67%
PARKER-HANNIFIN 3.75%CANADIAN PACIFIC KANSAS CITY 4.59%
CUMMINS INC 3.48%AMADEUS IT GROUP SA 4.58%
GENERAL MOTORS 3.43%FEDEX CORP 4.34%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 18, 2026.

Performance, window by window

MADE and SUPL over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
MADESUPLMADESUPLMADESUPL
3 months−10.2%+0.1%−12.5 pts−2.1 pts−7.8 pts+2.6 pts
6 months+5.9%+9.6%−12.2 pts−8.4 pts−18.4 pts−14.6 pts
1 year+20.6%+22.3%+4.0 pts+5.7 pts−1.2 pts+0.5 pts
3 yearsnot published+31.4%not published−47.0 ptsnot published−66.7 pts
Since launch+46.3%+30.9%+4.9 pts−49.4 pts−5.7 pts−78.2 pts
Open the live comparison on ETFIQ
MADE and SUPL on the same fields, as of Sep 18, 2026. Source: ETFIQ.
MADE
iShares U.S. Manufacturing ETF
Holds 117 stocks in reshoring and manufacturing, 80% of its weight in S&P 500 companies
SUPL
ProShares Supply Chain Logistics ETF
Holds 40 stocks in reshoring and manufacturing, 29% of its weight in S&P 500 companies
IssueriSharesProShares
ThemeReshoring and manufacturingReshoring and manufacturing
In the S&P 50080.2%28.6%
Active share vs the S&P 50094.8%99.2%
In the Nasdaq-1005.6%8.1%
Holdings11740
Top ten, share of the fund38.7%46.1%
Expense ratio0.40%0.58%
Fee for the differing part0.42%0.58%
Total return, 1 year+20.6%+22.3%
vs the S&P 500+4.0 pts+5.7 pts
vs the Nasdaq-100−1.2 pts+0.5 pts
Below its high−11.4%−6.8%
Net assets$59m$2m

MADE in plain words

By weight, 80% of MADE's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 95%. The top ten holdings are 39% of the fund across 117 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +20.6% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 4.0 pts. It sits 11.4% below its all-time high of Jun 22, 2026.

SUPL in plain words

By weight, 29% of SUPL's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 99%. The top ten holdings are 46% of the fund across 40 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +22.3% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 5.7 pts. It sits 6.8% below its all-time high of Jul 17, 2026.

Questions people ask

Do MADE and SUPL hold the same stocks?
By their latest filings, 0% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, MADE or SUPL?
MADE has 80% of its weight in S&P 500 names and SUPL has 29%, so SUPL differs more from the index.
Which is cheaper, MADE or SUPL?
MADE charges 0.40% a year and SUPL charges 0.58%, so MADE is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

MADE against SUPL, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, MADE against SUPL, data as of Sep 18, 2026. https://etfiq.com/compare/themes/made-vs-supl Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources