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DEMZ vs IHAK

Democratic Large Cap Core ETF vs iShares Cybersecurity and Tech ETF

DEMZ

Democratic Large Cap Core ETF

Annual cost

0.45%

Fund size

$59M

IHAK

iShares Cybersecurity and Tech ETF

Annual cost

0.47%

Fund size

$744M

Key differences

  • IHAK is significantly larger than DEMZ — larger funds tend to be more liquid and less likely to close.
  • DEMZ covers north america markets; IHAK covers global.
  • DEMZ follows a active selection strategy; IHAK uses index tracking.
  • Over the last 3 years, DEMZ has delivered higher annualized returns.

Side-by-side comparison

DEMZIHAK
Annual cost (TER)0.45%0.47%
Fund size (AUM)$59M$744M
Since20202019
Dividend yield0.46%0.09%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+26.4%+7.7%
CAGR 3Y+22.3%+16.1%
CAGR 5Y+13.3%+7.4%
Sharpe 3Y1.160.64
Volatility 1Y14.22%23.18%
Max drawdown-27.17%-34.42%

Similar to DEMZ and IHAK