Data as of Nov 4, 2026.

vsOpen in the appCompare their flowsaskIQ about these two fundsAsk the committee about these two funds
Thematic ETFs

MADE vs SUPP: Holdings Overlap & Returns

Share
Share on XDownload as PDF

Over the year to Nov 4, 2026, MADE returned +12.2% to SUPP's +3.3%; 11% of their weight is in the same names.

askIQ about this page

askIQ about MADE and SUPP

Net assets: $56m on Nov 3, 2026 for iShares U.S. Manufacturing ETF, and $12m on Jul 31, 2026 for TCW Transform Supply Chain ETF.

At a glance
80.7%
MADE in the S&P 500
51.2%
SUPP in the S&P 500
+12.2%
MADE total return, 1 year
+3.3%
SUPP total return, 1 year
MADE · 1 year to Nov 4, 2026 19% of its weight is outside the S&P 500
19% of its weight is outside the S&P 50081% of MADE's weight is in S&P 500 companies and 19% is outside the index. Holdings as of Nov 3, 2026.81%19%of its weight in S&P 500 companiesoutside the S&P 500active share 95% · top ten 37% of the fund · 112 holdings as published by its issuer for Nov 3, 2026 · Nasdaq-100: 9% in19% of its weight is outside the S&P 50081% of MADE's weight is in S&P 500 companies and 19% is outside the index. Holdings as of Nov 3, 2026.81%19%in the S&P 50019% of its weight outside the S&P 500active share 95% · Nasdaq-100: 9% in

81% of MADE's weight is in S&P 500 companies and 19% is outside the index. Holdings as of Nov 3, 2026.

SUPP · 1 year to Nov 4, 2026 49% of its weight is outside the S&P 500
49% of its weight is outside the S&P 50051% of SUPP's weight is in S&P 500 companies and 49% is outside the index. Holdings as of Jul 31, 2026.51%49%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 84% · top ten 60% of the fund · 27 holdings as filed for Jul 31, 2026 · Nasdaq-100: 30% in49% of its weight is outside the S&P 50051% of SUPP's weight is in S&P 500 companies and 49% is outside the index. Holdings as of Jul 31, 2026.51%49%in the S&P 500outsideactive share 84% · Nasdaq-100: 30% in

51% of SUPP's weight is in S&P 500 companies and 49% is outside the index. Holdings as of Jul 31, 2026.

Pair scorecard

MADE costs 0.35 points a year less; their one-year returns differ by 8.9 points.

MADE vs SUPP: Holdings Overlap & Returns
MeasureMADESUPP
Return
Total return, 1 year+12.2%+3.3%
Drawdown
Below its all-time high14.7%, high on Jun 22, 202616.9%, high on Jun 30, 2026
Benchmark
What it tracksReshoring and manufacturingReshoring and manufacturing
Cost and size
Expense ratio0.40%0.75%
Net assets, MADE as of Nov 3, 2026 and SUPP as of Jul 31, 2026$56m$12m
Holdings
Holdings in common11%
ETFIQ S&P 500 Difference Score · MADE scores higher How much of its weight does it not share with the S&P 500?
IQ Themes Score68MADE47.8SUPP

How different its holdings are from the S&P 500, ranked against 114 thematic ETFs with at least half their money in S&P 500 companies. 100 is best. How it is computed

0.4, the lowest in this set 99.6, the highest

Weight not shared with the S&P 500 only; it says nothing about returns, fees or whether the theme pays off. All thematic ETFs ranked by it →

Method

What they share

11%

By the books each fund has filed, MADE and SUPP hold 11% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Nov 3, 2026.

0 half 100%

half

11% in common

Positions both hold · largest shared weight first MADE SUPP
EATON PLC 3.91% 6.37%
TRANE TECHNOLOGIES PLC 2.96% 4.00%
CATERPILLAR INC 3.17% 2.33%
TRANSDIGM GROUP 1.00% 5.82%
LITTELFUSE 0.51% 2.54%
SYMBOTIC CLASS A 0.13% 1.06%
Only in one fund ↓
Only in MADE
AMPHENOL CORP CLASS A 4.29%
RTX 4.09%
DEERE 4.07%
PARKER-HANNIFIN 3.84%
GENERAL MOTORS 3.76%
HONEYWELL INTERNATIONAL INC 3.45%
CUMMINS INC 3.35%
VERTIV HOLDINGS CLASS A 3.20%
Only in SUPP
TAIWAN SEMICONDUCTOR-SP ADR 8.06%
NVIDIA CORP 7.69%
CARPENTER TECHNOLOGY 6.86%
LAM RESEARCH CORP 5.62%
AMAZON.COM INC 5.62%
COGNEX CORP 5.10%
ASML HOLDING NV-NY REG SHS 4.76%
MARTIN MARIETTA MATERIALS 4.10%
Check overlap with more funds →

Window by window

Window by window: MADE vs SUPP: Holdings Overlap & Returns
Total return
WindowMADESUPP
3 months−12.5%−12.0%
6 months−10.6%−11.2%
1 year+12.2%+3.3%
3 years–+51.1%
Since launchNot the same days: MADE Jul 2024 · SUPP Feb 2023+40.8%+46.6%

– means no data for this window. Open this comparison in the app →

Side by side

MADE iShares U.S. Manufacturing ETF · Holds 112 stocks in reshoring and manufacturing, 81% of its weight in S&P 500 companies SUPP TCW Transform Supply Chain ETF · Holds 27 stocks in reshoring and manufacturing, 51% of its weight in S&P 500 companies
Issuer iShares TCW
Theme Reshoring and manufacturing Reshoring and manufacturing
In the S&P 500 80.7% 51.2%
Active share vs the S&P 500 94.8% 84.2%
In the Nasdaq-100 9.4% 29.7%
Holdings 112 27
Top ten, share of the fund 37.1% 60.0%
Expense ratio 0.40% 0.75%
Fee for the differing part 0.42% 0.89%
Total return, 1 year +12.2% +3.3%
vs its benchmark not measured not measured
Below its high −14.7% −16.9%
Net assets, MADE as of Nov 3, 2026 and SUPP as of Jul 31, 2026 $56m $12m

As of Nov 4, 2026. Source: ETFIQ.

11% of the two portfolios are the same securities at the same weight.

Alert

MADE flows, by email on Sundays.

One-click unsubscribe. See Privacy.

About each fund
MADE

By weight, 81% 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 37% of the fund across 112 positions, as published by its issuer for Nov 3, 2026. Over the year to Nov 4, 2026 the fund returned +12.2% with distributions reinvested. It sits 14.7% below its all-time high of Jun 22, 2026.

SUPP

By weight, 51% of SUPP's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 84%. The top ten holdings are 60% of the fund across 27 positions, as filed for Jul 31, 2026. Over the year to Nov 4, 2026 the fund returned +3.3% with distributions reinvested. It sits 16.9% below its all-time high of Jun 30, 2026.

Questions people ask

Do MADE and SUPP hold the same stocks?
By their latest filings, 11% of their books are the same securities at the same weight. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, MADE or SUPP?
MADE has 81% of its weight in S&P 500 names and SUPP has 51%, so MADE differs more from the index.
Which is cheaper, MADE or SUPP?
MADE charges 0.40% a year and SUPP charges 0.75%, so MADE is cheaper. Fees come from each fund's prospectus.
Other comparisons
Where to next
Sources and dates

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

It is a place in a set, not a rating or a recommendation.

Overlap adds up the smaller of the two weights for each security both funds hold.

Every number is an ETFIQ calculation with distributions reinvested.

Cite this pageCitation, APA and Markdown

ETFIQ, MADE against SUPP, data as of Nov 4, 2026. https://etfiq.com/compare/themes/made-vs-supp

Open data →

Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.