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HCMT vs SHLD

Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF vs Global X Defense Tech ETF

HCMT

Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF

Direxion Funds

Annual cost

1.18%

Fund size

$551M

SHLD

Global X Defense Tech ETF

Global X Funds

Annual cost

0.50%

Fund size

$8.1B

Key differences

  • SHLD costs 0.68% less per year.
  • SHLD is significantly larger than HCMT — larger funds tend to be more liquid and less likely to close.
  • HCMT follows a tactical allocation strategy; SHLD uses index tracking.

Side-by-side comparison

HCMTSHLD
Annual cost (TER)1.18%0.50%
Fund size (AUM)$551M$8.1B
Since20232023
Dividend yield0.43%0.52%
Asset classequityequity
Regionnorth americanorth america
Strategytactical allocationindex tracking
CAGR 1Y+42.3%+19.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y24.51%23.58%
Max drawdown-36.26%-20.10%

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

Similar to HCMT and SHLD