US manufacturing ETFs in the trade-war tax
US manufacturers. Driven by factory orders, and tariffs on competing imports against tariffs on imported parts.
6ETFs in this category
$9.1bnmoney in them
22.2%of the trade-war tax’s money
AIRRlargest unleveraged ETF, 94.5%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | −7.3% | +11.4% | +12.6% |
| Its story | +4.7% | −0.4% | −0.7% |
| Broad US ETFs | −2.5% | +11.5% | +11.8% |
Every ETF here, largest first
| # | ETF | Name | Assets | Share | 12 months | Fee |
|---|---|---|---|---|---|---|
| 1 | AIRR | First Trust RBA American Industrial Renaissance ETF | $8.6bn | 94.5% | −0.3% | 0.69% |
| 2 | WELD | Tema U.S. Manufacturing & Reshoring ETF | $253m | 2.8% | +14.7% | 0.75% |
| 3 | DRES | GMO Domestic Resilience ETF | $151m | 1.6% | +23.2% | 0.50% |
| 4 | MADE | iShares U.S. Manufacturing ETF | $56m | 0.6% | +10.5% | 0.40% |
| 5 | NRSH | Aztlan North America Nearshoring Stock Selection ETF | $31m | 0.3% | +16.5% | 0.76% |
| 6 | SUPP | TCW Transform Supply Chain ETF | $11m | 0.1% | +1.4% | 0.75% |
Other categories in the trade-war tax
Common questions
Which ETFs are US manufacturing ETFs?6 US ETFs sit in this category of the trade-war tax. US manufacturers. Driven by factory orders, and tariffs on competing imports against tariffs on imported parts.
What is the largest US manufacturing ETF?AIRR, First Trust RBA American Industrial Renaissance ETF, with $8.6bn, 94.5% of the category's money.
How have US manufacturing ETFs performed?The median unleveraged ETF here returned +12.6% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.