Data as of Oct 27, 2026.

Theme · 8 funds

Reshoring and manufacturing ETFs

See every reshoring and manufacturing ETF by what it holds, not by its name. Funds that hold the manufacturers, machinery makers and logistics firms that gain when production moves closer to home. 8 funds, largest first. Updated Oct 27, 2026. The typical fund carries 45% of its weight in S&P 500 stocks, the 13th most of the 53 themes with holdings on file.

The short answers
How many there are
8
US listed reshoring and manufacturing ETFs, as of Oct 27, 2026.
The largest
First Trust RBA American Industrial Renaissance ETF, $8.2bn.
The cheapest
iShares U.S. Manufacturing ETF, 0.40% a year.
Best one year total return
Aztlan North America Nearshoring Stock Selection ETF, +24.6%.
Least like the S&P 500
PLUS Korea Manufacturing Core Alliance Index ETF, 0.0% of its weight in S&P 500 companies.
Closest pair
17% of their weight in the same companies.

What these funds actually own

Between them the 8 funds' ten largest holdings name 77 companies, of which 3 appear in more than one.
More

PARKER-HANNIFIN CORP is among the ten largest of 2 of them, at an average of 5.3% of the fund.

CompanyIn the top ten ofAvg weightLargest, and where
PARKER-HANNIFIN CORP PH2 of 85.3%6.7% in WELD
Broadcom Inc AVGO2 of 84.5%5.3% in PEXL
EATON CORP PLC ETN2 of 84.3%4.8% in WELD
SAMSUNG ELECTRO MECHANICS 1 of 814.9%14.9% in KMCA
SK HYNIX INC 1 of 811.9%11.9% in KMCA
TAIWAN SEMICONDUCTOR-SP ADR 1 of 88.1%8.1% in SUPP
SAMSUNG ELECTRONICS CO LTD 1 of 87.9%7.9% in KMCA
NVIDIA CORP 1 of 87.7%7.7% in SUPP
COGNEX CORP CGNX1 of 87.4%7.4% in WELD
TIMKEN CO/THE TKR1 of 87.4%7.4% in WELD
GATES INDUSTRIAL CORP LTD GTES1 of 87.3%7.3% in WELD
CARPENTER TECHNOLOGY 1 of 86.8%6.8% in SUPP
DAEDUCK ELECTRONICS CO LTD 1 of 86.5%6.5% in KMCA
APPLIED INDUSTRIAL TECHNOLOGIES INC AIT1 of 86.5%6.5% in WELD
EATON CORP PLC 1 of 86.4%6.4% in SUPP

Reshoring and manufacturing ETFs, the companies their ten largest holdings name. The 15 most widely held of 77. Source: each fund's latest SEC filing or its issuer’s own daily holdings file, read by ETFIQ.

How this is counted

Each row counts the ten largest holdings of each fund, so a fund missing from a row may still hold that company lower down. Weights are of the funds that name it, not of the theme.

Share already in the S&P 500
AIRR
14.7%
WELD
38.4%
MADE
81.2%
PEXL
97.7%
NRSH
55.4%
SUPP
51.2%
KMCA
0.0%
PIEL
0.0%

Share of each fund's weight in S&P 500 companies. Above half, the fund is mostly the S&P 500.

One year total return, the 5 with a full year
AIRR
−0.9%−14.5 pts vs VOO
MADE
+11.3%not measured
PEXL
+20.2%+6.6 pts vs VOO
NRSH
+24.6%+11.0 pts vs VOO
SUPP
+3.0%not measured

Dark line: the S&P 500 over the same days, +13.5%. Last column: the gap to each fund's own benchmark, in points.

The 8 largest reshoring and manufacturing ETFs

ETFIQ covers 8 reshoring and manufacturing ETFs. The largest are AIRR ($8.2bn), WELD ($244m) and MADE ($54m); fees run 0.40% to 0.76%, as of .

  1. 1AIRR$8.2bn0.69%First Trust RBA American Industrial Renaissance ETF
  2. 2WELD$244m0.75%Tema U.S. Manufacturing & Reshoring ETF
  3. 3MADE$54m0.40%iShares U.S. Manufacturing ETF
  4. 4PEXL$54m0.49%Pacer US Export Leaders ETF
  5. 5NRSH$30m0.76%Aztlan North America Nearshoring Stock Selection ETF
  6. 6SUPP$12m0.75%TCW Transform Supply Chain ETF
  7. 7KMCA$2.6m0.65%PLUS Korea Manufacturing Core Alliance Index ETF
  8. 8PIEL$1.1m0.49%Pacer International Export Leaders ETF

Every reshoring and manufacturing ETF, largest first

Click a column to sort
Net assets

Points (pts) are percentage points.

Reshoring and manufacturing ETFs
TickerFundIssuerNet assets ↓In the S&P 500Active shareTotal return 1Yvs its benchmark 1YFee
AIRRFirst Trust RBA American Industrial Renaissance ETFFirst Trust$8.2bn14.7%99.8%−0.9%−14.5 pts vs VOO0.69%
WELDTema U.S. Manufacturing & Reshoring ETFTema$244m38.4%98.0%not published·0.75%
MADEiShares U.S. Manufacturing ETFiShares$54m81.2%94.8%+11.3%not measured0.40%
PEXLPacer US Export Leaders ETFPacer$54m97.7%67.1%+20.2%+6.6 pts vs VOO0.49%
NRSHAztlan North America Nearshoring Stock Selection ETFAztlan$30m55.4%88.6%+24.6%+11.0 pts vs VOO0.76%
SUPPTCW Transform Supply Chain ETFTCW$12m51.2%84.2%+3.0%not measured0.75%
KMCAPLUS Korea Manufacturing Core Alliance Index ETFPLUS$2.6m0.0%100.0%first traded 173 days ago·0.65%
PIELPacer International Export Leaders ETFPacer$1.1m0.0%100.0%first traded 308 days ago·0.49%
Reshoring and manufacturing ETFs, as of Oct 27, 2026. Source: ETFIQ.AIRRWELDMADEPEXLNRSHSUPPKMCAPIEL

How much of each pair is the same fund

The closest pair is MADE and WELD, which hold 17% of their weight in the same companies. The furthest apart is PIEL and WELD at 0%. The middle pair of the 28 is 3%.

AIRRWELDMADEPEXLNRSHSUPPKMCAPIELAIRR
6%
3%
0%
9%
5%
0%
0%
WELD
6%
17%
3%
6%
15%
0%
0%
MADE
3%
17%
3%
3%
11%
0%
0%
PEXL
0%
3%
3%
7%
6%
0%
0%
NRSH
9%
6%
3%
7%
10%
0%
0%
SUPP
5%
15%
11%
6%
10%
0%
0%
KMCA
0%
0%
0%
0%
0%
0%
9%
PIEL
0%
0%
0%
0%
0%
0%
9%

Reshoring and manufacturing ETFs, the share of each pair’s weight held in the same companies. Read across or down; the number is the same either way. Cells are shaded against the closest pair here, 17%. Source: each fund’s own filed or daily holdings, read by ETFIQ.

How to read the grid

Weight overlap adds the smaller of the two weights for every company both funds hold. Funds with a cut-short book are left out, not compared short.

What each fund holds alone

FundLargest holding only it hasWeightAll its own names
AIRRC.H. Robinson Worldwide, Inc. CHRW3.8%
53.5%
WELDTIMKEN CO TKR7.4%
29.2%
MADERTX RTX4.1%
64.8%
PEXLMicrosoft Corp MSFT6.2%
85.6%
NRSHTenable Holdings Inc TENB4.4%
63.7%
SUPPTAIWAN SEMICONDUCTOR-SP ADR8.1%
44.3%
KMCASAMSUNG ELECTRO MECHANICS14.9%
78.3%
PIELASML Holding NV ASML4.9%
91.1%

Reshoring and manufacturing ETFs, the largest holding no other fund in the grid holds. Source: ETFIQ.

Questions people ask

How many reshoring and manufacturing ETFs are there?
ETFIQ covers 8 US listed reshoring and manufacturing ETFs as of Oct 27, 2026. That is every one it can measure from the fund’s own published holdings.
What is the largest reshoring and manufacturing ETF?
AIRR, First Trust RBA American Industrial Renaissance ETF, at $8.2bn in net assets as of Oct 26, 2026, the largest of the 8 reshoring and manufacturing ETFs with a published size.
What is the cheapest reshoring and manufacturing ETF?
MADE, iShares U.S. Manufacturing ETF, at 0.40% a year by its prospectus filed Jul 27, 2026, the lowest fee of the 8 reshoring and manufacturing ETFs that publish one.
Which reshoring and manufacturing ETF has performed best over the past year?
NRSH, Aztlan North America Nearshoring Stock Selection ETF, at +24.6% total return over the year to Oct 27, 2026, the highest of the 5 reshoring and manufacturing ETFs with a full year of trading behind them. Past returns do not predict future ones.
What do reshoring and manufacturing ETFs hold?
Funds that hold the manufacturers, machinery makers and logistics firms that gain when production moves closer to home. Between them the 8 reshoring and manufacturing ETFs ETFIQ can read name 77 companies in their ten largest holdings, by holdings dated May 31, 2026 to Oct 26, 2026, most widely PARKER-HANNIFIN CORP, which is among the ten largest of 2 of them.
Do reshoring and manufacturing ETFs hold the same companies?
It depends which two. Across the 28 pairs of the 8 reshoring and manufacturing ETFs with a full published book, by holdings dated May 31, 2026 to Oct 26, 2026, MADE and WELD hold 17% of their weight in the same companies, PIEL and WELD hold 0%, and the middle pair holds 3%. Two funds sold on one theme are not the same fund.

What the issuers say about this theme

About these links

The issuers behind these reshoring and manufacturing funds publish their own work on this theme. These are their pages and words, not ETFIQ’s. A fund company writing about a theme it sells is making a case.

Issuer material on this theme. Links leave ETFIQ. Source: each issuer’s own site.

Where to next
Sources and dates
Fund holdings from SEC Form N-PORT and from the issuers’ own daily filessec.gov ↗
SEC EDGAR, full-text search of fund filingsefts.sec.gov ↗
SEC Form N-PORT, what a fund filed it holdssec.gov ↗
Rule 19a-1, what a distribution notice must sayecfr.gov ↗

Links are sources, not endorsements. Standards and sources →

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Reshoring and manufacturing ETFs, one-year total return to Oct 27, 2026: NRSH +24.6%, PEXL +20.2%, MADE +11.3%, SUPP +3.0%, AIRR −0.9%.
<figure style="margin:0;max-width:640px">
<a href="https://etfiq.com/themes/reshoring"><img src="https://etfiq.com/assistant/api/embed/theme/reshoring.svg" alt="Reshoring and manufacturing ETFs, one-year total return to Oct 27, 2026: NRSH +24.6%, PEXL +20.2%, MADE +11.3%, SUPP +3.0%, AIRR −0.9%." width="640" style="max-width:100%;height:auto"></a>
<figcaption style="font:13px/1.5 sans-serif">Reshoring and manufacturing ETFs, one-year total return to Oct 27, 2026: NRSH +24.6%, PEXL +20.2%, MADE +11.3%, SUPP +3.0%, AIRR −0.9%. Data: <a href="https://etfiq.com/themes/reshoring">ETFIQ</a></figcaption>
</figure>

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ETFIQ, Reshoring and manufacturing ETFs, data as of Oct 27, 2026. https://etfiq.com/themes/reshoring

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