# 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 Oct 26, 2026.

Data as of Oct 27, 2026. Rebuilt every trading night.

Data as of Oct 27, 2026 .

## 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.

8 US listed reshoring and manufacturing ETFs

$8.2bn The largest, AIRR

0.40% The cheapest, MADE

+24.6% Best one year, NRSH

### The short answers

Least like the S&P 500 KMCA , PLUS Korea Manufacturing Core Alliance Index ETF, 0.0% of its weight in S&P 500 companies. Closest pair MADE and WELD , 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. PARKER-HANNIFIN CORP is among the ten largest of 2 of them, at an average of 5.3% of the fund.

| Company | Among the ten largest of | Average weight where it is | Largest, and in which fund |
| --- | --- | --- | --- |
| PARKER-HANNIFIN CORP PH | 2 of 8 | 5.3% | 6.7% in WELD |
| Broadcom Inc AVGO | 2 of 8 | 4.5% | 5.3% in PEXL |
| EATON CORP PLC ETN | 2 of 8 | 4.3% | 4.8% in WELD |
| SAMSUNG ELECTRO MECHANICS | 1 of 8 | 14.9% | 14.9% in KMCA |
| SK HYNIX INC | 1 of 8 | 11.9% | 11.9% in KMCA |
| TAIWAN SEMICONDUCTOR-SP ADR | 1 of 8 | 8.1% | 8.1% in SUPP |
| SAMSUNG ELECTRONICS CO LTD | 1 of 8 | 7.9% | 7.9% in KMCA |
| NVIDIA CORP | 1 of 8 | 7.7% | 7.7% in SUPP |
| COGNEX CORP CGNX | 1 of 8 | 7.4% | 7.4% in WELD |
| TIMKEN CO/THE TKR | 1 of 8 | 7.4% | 7.4% in WELD |
| GATES INDUSTRIAL CORP LTD GTES | 1 of 8 | 7.3% | 7.3% in WELD |
| CARPENTER TECHNOLOGY | 1 of 8 | 6.8% | 6.8% in SUPP |
| DAEDUCK ELECTRONICS CO LTD | 1 of 8 | 6.5% | 6.5% in KMCA |
| APPLIED INDUSTRIAL TECHNOLOGIES INC AIT | 1 of 8 | 6.5% | 6.5% in WELD |
| EATON CORP PLC | 1 of 8 | 6.4% | 6.4% in SUPP |

The 15 most widely held of 77. 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.

### 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 Oct 26, 2026 .

- AIRR First Trust RBA American Industrial Renaissance ETF $8.2bn 0.69%

- WELD Tema U.S. Manufacturing & Reshoring ETF $244m 0.75%

- MADE iShares U.S. Manufacturing ETF $54m 0.40%

- PEXL Pacer US Export Leaders ETF $54m 0.49%

- NRSH Aztlan North America Nearshoring Stock Selection ETF $30m 0.76%

- SUPP TCW Transform Supply Chain ETF $12m 0.75%

- KMCA PLUS Korea Manufacturing Core Alliance Index ETF $2.6m 0.65%

- PIEL Pacer International Export Leaders ETF $1.1m 0.49%

| Ticker | Fund | Issuer | Net assets | In the S&P 500 | Active share | Total return 1Y | vs its benchmark 1Y | Fee |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| AIRR | First Trust RBA American Industrial Renaissance ETF | First Trust | $8.2bn | 14.7% | 99.8% | −0.9% | −14.5 pts vs VOO | 0.69% |
| WELD | Tema U.S. Manufacturing & Reshoring ETF | Tema | $244m | 38.4% | 98.0% | not published | · | 0.75% |
| MADE | iShares U.S. Manufacturing ETF | iShares | $54m | 81.2% | 94.8% | +11.3% | not measured | 0.40% |
| PEXL | Pacer US Export Leaders ETF | Pacer | $54m | 97.7% | 67.1% | +20.2% | +6.6 pts vs VOO | 0.49% |
| NRSH | Aztlan North America Nearshoring Stock Selection ETF | Aztlan | $30m | 55.4% | 88.6% | +24.6% | +11.0 pts vs VOO | 0.76% |
| SUPP | TCW Transform Supply Chain ETF | TCW | $12m | 51.2% | 84.2% | +3.0% | not measured | 0.75% |
| KMCA | PLUS Korea Manufacturing Core Alliance Index ETF | PLUS | $2.6m | 0.0% | 100.0% | first traded 173 days ago | · | 0.65% |
| PIEL | Pacer International Export Leaders ETF | Pacer | $1.1m | 0.0% | 100.0% | first traded 308 days ago | · | 0.49% |

### 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%.

| | AIRR | WELD | MADE | PEXL | NRSH | SUPP | KMCA | PIEL |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| AIRR | · | 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% | · |

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

| Fund | Largest holding it alone has | Weight | All of its own names |
| --- | --- | --- | --- |
| AIRR | C.H. Robinson Worldwide, Inc. CHRW | 3.8% | 53.5% |
| WELD | TIMKEN CO TKR | 7.4% | 29.2% |
| MADE | RTX RTX | 4.1% | 64.8% |
| PEXL | Microsoft Corp MSFT | 6.2% | 85.6% |
| NRSH | Tenable Holdings Inc TENB | 4.4% | 63.7% |
| SUPP | TAIWAN SEMICONDUCTOR-SP ADR | 8.1% | 44.3% |
| KMCA | SAMSUNG ELECTRO MECHANICS | 14.9% | 78.3% |
| PIEL | ASML Holding NV ASML | 4.9% | 91.1% |

### 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

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 | What they publish | Kind |
| --- | --- | --- |
| First Trust | First Trust Investment Insights | Their research index |
| Tema | Tema ETFs insights | Their research index |
| iShares | iShares Portfolio Insights | Their research index |

### Where to next

### Sources

Links are sources, not endorsements.

ETFIQ is an independent publisher and makes no recommendations. Standards and sources

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, Reshoring and manufacturing ETFs, data as of Oct 27, 2026. https://etfiq.com/themes/reshoring
Licence: https://etfiq.com/license/ Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.
HTML: https://etfiq.com/themes/reshoring