Themes · ranked by total return with distributions reinvested, one year

The reshoring ETFs that returned most

See 5 funds ranked by total return with distributions reinvested, one year. Updated Oct 20, 2026. Funds on one theme can hold different companies, so the gap from top to bottom of this list reflects what they own, not the theme.

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Points (pts) are percentage points.

The reshoring ETFs that returned most
#	Ticker	Fund	Total return, 1Y ↓	vs its benchmark 1Y	Weight in S&P 500 companies	Fee
1	NRSH	Aztlan North America Nearshoring Stock S	+23.1%	+7.2 pts vs VOO	55.4%	0.76%
2	PEXL	Pacer US Export Leaders ETF	+22.5%	+6.6 pts vs VOO	97.7%	0.49%
3	MADE	iShares U.S. Manufacturing ETF	+14.6%	not measured	80.9%	0.40%
4	SUPP	TCW Transform Supply Chain ETF	+6.4%	not measured	51.2%	0.75%
5	AIRR	First Trust RBA American Industrial Rena	+1.0%	−14.9 pts vs VOO	14.7%	0.69%

As of Oct 20, 2026. Source: ETFIQ.

Method

The 5 of 8 ETFs in the reshoring and manufacturing theme with a full year of trading, highest first, each over the same year to Oct 20, 2026 with distributions reinvested. Across the funds listed here the one year total return runs from 1.0% to 23.1%.

The rest of the method

A year says what happened, not what happens next. The list sorts one published figure, with no scoring or weighting. Every fund ETFIQ covers in this category is eligible, closed funds included.

How these figures are computed →Standards and sources →

Where to next

Every reshoring and manufacturing ETF and what it holds→The largest reshoring and manufacturing ETFs8 →

Where these figures came from

Fund holdings from SEC Form N-PORT and from the issuers own daily files ↗SEC EDGAR, full-text search of fund filings ↗SEC Form N-PORT, what a fund filed it holds ↗Rule 19a-1, what a distribution notice must say ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A ranking is not a recommendation or an opinion.

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ETFIQ, The reshoring ETFs that returned most, ranked by total return with distributions reinvested, data as of Oct 20, 2026. https://etfiq.com/rankings/themes-best-year-reshoring

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Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data.