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SHLD vs IYW

Global X Defense Tech ETF vs iShares U.S. Technology ETF

SHLD

Global X Defense Tech ETF

Global X Funds

Annual cost

0.50%

Fund size

$8.1B

IYW

iShares U.S. Technology ETF

iShares

Annual cost

0.38%

Fund size

$21.5B

Key differences

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

Side-by-side comparison

SHLDIYW
Annual cost (TER)0.50%0.38%
Fund size (AUM)$8.1B$21.5B
Since20232000
Dividend yield0.52%0.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+54.5%
CAGR 3YN/A+36.1%
CAGR 5YN/A+22.5%
Sharpe 3YN/A1.28
Volatility 1Y23.58%19.99%
Max drawdown-20.10%-39.44%

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

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