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SHLD vs ITA

Global X Defense Tech ETF vs iShares U.S. Aerospace & Defense ETF

SHLD

Global X Defense Tech ETF

Global X Funds

Annual cost

0.50%

Fund size

$8.1B

ITA

iShares U.S. Aerospace & Defense ETF

iShares

Annual cost

0.38%

Fund size

$13.6B

Key differences

  • ITA costs 0.12% less per year.
  • ITA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SHLDITA
Annual cost (TER)0.50%0.38%
Fund size (AUM)$8.1B$13.6B
Since20232006
Dividend yield0.52%0.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+32.7%
CAGR 3YN/A+26.8%
CAGR 5YN/A+17.2%
Sharpe 3YN/A1.15
Volatility 1Y23.58%20.61%
Max drawdown-20.10%-51.00%

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

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