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DSPYTema S&P 500 Historical Weight ETF Strategy

Grow my money#921 of 2944 for Grow my money

Seeks long-term growth based on a historical weight interpretation of the S&P 500 Index.

Tema Global Limited · Since 2025 (1 year)

Annual Cost

0.18%

#725 out of 5,332 ETFs

Fund Size

$768M

#1157 out of 5,332 ETFs

Dividend Yield

0.84%

Track Record

1 year

#4376 out of 5,332 ETFs

Performance

1 Year

+28.0%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
large

Asset allocation

Stocks
99.6%
Cash
0.4%

Sector breakdown

Technology
26.2%
Financial Services
14.7%
Healthcare
11.6%
Industrials
10.8%
Consumer Cyclical
9.4%
Communication
7.6%
Consumer Defensive
6.7%
Energy
5.0%
Other
8.0%

Top holdings

NVIDIA CorpNVDA4.0%
Apple IncAAPL3.3%
Amazon.com IncAMZN2.0%
Microsoft CorpMSFT2.0%
Broadcom IncAVGO1.8%
Meta Platforms Inc Class AMETA1.6%
Tesla IncTSLA1.5%
Berkshire Hathaway Inc Class BBRK-B1.4%
Exxon Mobil CorpXOM1.3%
JPMorgan Chase & CoJPM1.3%

Risk profile

Volatility (1Y)

11.7%

Moderate

Max drawdown

-12.2%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05