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HCMT vs WAR

Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF vs U.S. Global Technology and Aerospace & Defense ETF

HCMT

Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF

Direxion Funds

Annual cost

1.18%

Fund size

$551M

WAR

U.S. Global Technology and Aerospace & Defense ETF

U.S. Global Investors

Annual cost

0.60%

Fund size

$27M

Key differences

  • WAR costs 0.58% less per year.
  • HCMT is significantly larger than WAR — larger funds tend to be more liquid and less likely to close.
  • HCMT covers north america markets; WAR covers global.
  • HCMT follows a tactical allocation strategy; WAR uses active selection.

Side-by-side comparison

HCMTWAR
Annual cost (TER)1.18%0.60%
Fund size (AUM)$551M$27M
Since20232024
Dividend yield0.43%0.14%
Asset classequityequity
Regionnorth americaglobal
Strategytactical allocationactive selection
CAGR 1Y+42.3%+70.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y24.51%26.67%
Max drawdown-36.26%-19.13%

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

Similar to HCMT and WAR