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FINX vs SHLD

Global X FinTech ETF vs Global X Defense Tech ETF

FINX

Global X FinTech ETF

Global X Funds

Annual cost

0.68%

Fund size

$191M

SHLD

Global X Defense Tech ETF

Global X Funds

Annual cost

0.50%

Fund size

$8.1B

Key differences

  • SHLD costs 0.18% less per year.
  • SHLD is significantly larger than FINX — larger funds tend to be more liquid and less likely to close.
  • FINX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FINXSHLD
Annual cost (TER)0.68%0.50%
Fund size (AUM)$191M$8.1B
Since20162023
Dividend yield0.68%0.52%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y-16.6%+19.2%
CAGR 3Y+7.0%N/A
CAGR 5Y-8.8%N/A
Sharpe 3Y0.25N/A
Volatility 1Y28.79%23.58%
Max drawdown-63.53%-20.10%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FINX and SHLD