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MISL vs SHLD

First Trust Indxx Aerospace & Defense ETF vs Global X Defense Tech ETF

MISL

First Trust Indxx Aerospace & Defense ETF

Annual cost

0.60%

Fund size

$826M

SHLD

Global X Defense Tech ETF

Annual cost

0.50%

Fund size

$8.0B

Key differences

Both MISL and SHLD are equity ETFs. MISL charges 0.60% a year and SHLD 0.50%. The main difference: MISL covers North America; SHLD covers global markets.

  • MISL covers North America; SHLD covers global markets.
  • SHLD costs 0.10% less per year.
  • SHLD is much larger than MISL. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

MISLSHLD
Annual cost (TER)0.60%0.50%
Fund size (AUM)$826M$8.0B
Since20222023
Dividend yield0.33%0.53%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+25.8%+8.4%
CAGR 3Y+27.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.16N/A
Volatility 1Y22.89%24.17%
Max drawdown-17.92%-20.10%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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