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RSHO Tema American Reshoring ETF

Holds 24 stocks in reshoring and manufacturing, 32% of its weight in S&P 500 companies

RSHO holds 24 stocks, and 68% of its weight is outside the S&P 500.

Tema · Thematic ETFs · data as of

Key facts

31.6%Already in the S&P 500
97.9%Active share vs the S&P 500
62.0%Top ten holdings
+44.4%Total return, 1 year

Method

2nd of 10 reshoring and manufacturing ETFs by net assets

Its price barely moved. RSHO closed unchanged on 58 of its 90 trading days. A price that does not move is a price nobody traded at, so the figures above describe the days somebody did trade rather than what the fund did, and ETFIQ does not rank it against funds that trade every day. That is why it carries no Off-Index Score score: a fund outside the set has no score rather than a low one.

Method

Period by period

RSHO over each window to Sep 11, 2026. Every figure is an ETFIQ calculation. Source: ETFIQ.
WindowTotal returnS&P 500Gap to S&P 500Gap to Nasdaq-100
3 months+4.1%+3.3%+0.8 pts+4.9 pts
6 months+26.7%+16.0%+10.7 pts+6.0 pts
1 year+44.4%+17.5%+26.9 pts+21.4 pts
3 years+118.9%+77.9%+41.0 pts+23.8 pts
Since launch+150.0%+93.2%+56.8 pts+26.7 pts

Method

In plain words

The top ten holdings are 62% of the fund across 24 positions, as filed for May 31, 2026. Over the year to Sep 11, 2026 the fund returned +44.4% with distributions reinvested against +17.5% for the S&P 500, so a holder was ahead by 26.9 pts.

RSHO (Tema American Reshoring ETF), thematic ETFs fields as of Sep 11, 2026. Source: ETFIQ.
Theme (ETFIQ, editorial)Reshoring and manufacturing
LaunchedMay 11, 2023
Already in the S&P 500, by weight (ETFIQ)31.6%
Active share vs the S&P 500 (ETFIQ)97.9%
Already in the Nasdaq-100, by weight (ETFIQ)6.5%
Active share vs the Nasdaq-100 (ETFIQ)98.3%
Top ten holdings weight62.0%
Holdings24
Holdings as of (SEC N-PORT)May 31, 2026
Top holdingsTimken Co/The 8.9%, Powell Industries Inc 7.9%, Cognex Corp 7.7%, Caterpillar Inc 6.6%, Eaton Corp PLC 5.7%, Gates Industrial Corp PLC 5.6%, ATI Inc 5.2%, Applied Industrial Technologie 5.1%, Linde PLC 4.9%, Terex Corp 4.4%
Net assets (SEC filing, whole fund, as filed for May 31, 2026)$274m
Below its all-time high (ETFIQ)0.0%
Expense ratio (485BPOS XBRL, Jun 29, 2026)0.75%
Fee for the part that differs from the S&P 500, active expense ratio (ETFIQ)0.77%
Closest funds by holdings overlapVOLT 23%, SUPP 18%, MADE 16%, PAVE 14%, MAKX 13%

Holdings from the fund’s latest public SEC N-PORT filing; overlap and active share computed by ETFIQ against the IVV and QQQM books; returns from Tiingo end-of-day prices with distributions reinvested. How these figures are computed

Questions people ask

How much of RSHO is in S&P 500 companies?
By its holdings filed for May 31, 2026, 32% of RSHO by weight is stocks the S&P 500 already holds. Its active share against the index is 98%, so that share is the part doing something different.
What does RSHO hold?
24 positions as filed for May 31, 2026, with the top ten at 62% of the fund. The largest are Timken Co/The at 8.9%, Powell Industries Inc at 7.9%, Cognex Corp at 7.7%.
Has RSHO beaten the S&P 500?
Over the year to Sep 11, 2026 RSHO returned +44.4% with distributions reinvested, against +17.5% for the S&P 500, so it finished ahead of the index by 26.9 points.
What does RSHO cost?
The prospectus expense ratio is 0.75% a year. Because 98% of the fund differs from the S&P 500, the fee on that differing part works out at 0.77%.

The words on this page

Active share
The part of the fund doing something the index is not, as a percentage. It is the part a fee is actually buying.
Weight overlap
The share of money two portfolios hold in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice.
Already in the index
The fund’s weight in securities the S&P 500 holds at all. A fund can be made entirely of index names and still have high active share, because it holds them at very different weights.
Top ten
What the ten largest positions add up to. The higher it is, the more the fund is a bet on a few companies rather than a theme.

Every term used here, defined in full on the thematic ETFs vocabulary page.

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.

Funds near this one

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RSHO difference bar, ETFIQ

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<p><a href="https://etfiq.com/funds/RSHO">RSHO difference bar, updated daily by ETFIQ</a></p>

Where RSHO is written about

RSHO, Thematic ETFs, ETFIQ, data as of Sep 11, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. ETFIQ is an independent publisher, is not a fund issuer, broker-dealer or investment adviser, and makes no recommendations.
Use this data, or open the live card

Open RSHO live on ETFIQ, where the figures refresh with the data.

Cite this page. ETFIQ, RSHO, thematic ETFs, data as of Sep 11, 2026. https://etfiq.com/funds/RSHO Free to use with attribution; the underlying files are at Open data.

How these figures are computed · Standards and sources