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SHLD vs WAR

Global X Defense Tech ETF vs U.S. Global Technology and Aerospace & Defense ETF

SHLD

Global X Defense Tech ETF

Global X Funds

Annual cost

0.50%

Fund size

$8.1B

WAR

U.S. Global Technology and Aerospace & Defense ETF

U.S. Global Investors

Annual cost

0.60%

Fund size

$27M

Key differences

  • SHLD costs 0.10% less per year.
  • SHLD is significantly larger than WAR — larger funds tend to be more liquid and less likely to close.
  • SHLD covers north america markets; WAR covers global.
  • SHLD follows a index tracking strategy; WAR uses active selection.

Side-by-side comparison

SHLDWAR
Annual cost (TER)0.50%0.60%
Fund size (AUM)$8.1B$27M
Since20232024
Dividend yield0.52%0.14%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+19.2%+70.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y23.58%26.67%
Max drawdown-20.10%-19.13%

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

Similar to SHLD and WAR