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ITOL vs. RSHO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ITOL vs. RSHO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tema International Durable Quality ETF (ITOL) and Tema American Reshoring ETF (RSHO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ITOL achieves a 0.58% return, which is significantly lower than RSHO's 39.40% return.


ITOL

1D
0.00%
1M
0.00%
YTD
0.58%
6M
0.65%
1Y
3Y*
5Y*
10Y*

RSHO

1D
0.00%
1M
9.15%
YTD
39.40%
6M
36.53%
1Y
62.97%
3Y*
30.96%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ITOL vs. RSHO - Yearly Performance Comparison


Correlation

The correlation between ITOL and RSHO is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 11, 2025

0.58

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Return for Risk

ITOL vs. RSHO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tema International Durable Quality ETF (ITOL) and Tema American Reshoring ETF (RSHO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ITOLRSHODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.43

Calmar ratioReturn relative to maximum drawdown

4.45

Martin ratioReturn relative to average drawdown

16.97

ITOL vs. RSHO - Sharpe Ratio Comparison


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Drawdowns

ITOL vs. RSHO - Drawdown Comparison

The maximum ITOL drawdown since its inception was -15.54%, smaller than the maximum RSHO drawdown of -27.31%. Use the drawdown chart below to compare losses from any high point for ITOL and RSHO.


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Drawdown Indicators


ITOLRSHODifference

Max Drawdown

Largest peak-to-trough decline

-15.54%

-27.31%

+11.77%

Max Drawdown (1Y)

Largest decline over 1 year

-14.64%

Max Drawdown (3Y)

Largest decline over 3 years

-27.31%

Current Drawdown

Current decline from peak

-5.46%

0.00%

-5.46%

Average Drawdown

Average peak-to-trough decline

-3.70%

-4.27%

+0.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.83%

Volatility

ITOL vs. RSHO - Volatility Comparison


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Volatility by Period


ITOLRSHODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.26%

Volatility (6M)

Calculated over the trailing 6-month period

20.99%

Volatility (1Y)

Calculated over the trailing 1-year period

17.25%

24.93%

-7.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.25%

22.82%

-5.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.25%

22.82%

-5.57%

ITOL vs. RSHO - Expense Ratio Comparison

ITOL has a 0.60% expense ratio, which is lower than RSHO's 0.75% expense ratio.


Dividends

ITOL vs. RSHO - Dividend Comparison

ITOL's dividend yield for the trailing twelve months is around 0.13%, while RSHO has not paid dividends to shareholders.


PositionTTM202520242023
ITOL
Tema International Durable Quality ETF
0.13%0.13%0.00%0.00%
RSHO
Tema American Reshoring ETF
0.21%0.30%0.26%0.25%

Frequently Asked Questions


ITOL and RSHO have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ITOL is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ITOL is cheaper with a 0.60% expense ratio, compared with 0.75% for RSHO.

RSHO has the higher dividend yield at 0.21%, compared with 0.13% for ITOL.

ITOL is categorized as Foreign Large Cap Equities, while RSHO is Mid Cap Blend Equities. Their fees differ too: 0.60% for ITOL and 0.75% for RSHO.

Portfolio Optimizer

Find the right allocation for ITOL and RSHO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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