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SPDF vs UFOX

Defender Risk Adaptive 500 ETF vs Defiance Connective Technologies ETF

SPDF

Defender Risk Adaptive 500 ETF

Annual cost

0.69%

Fund size

$18M

UFOX

Defiance Connective Technologies ETF

Annual cost

0.30%

Fund size

$1.1B

Key differences

Both SPDF and UFOX are equity ETFs. SPDF charges 0.69% a year and UFOX 0.30%. The main difference: SPDF follows a active selection strategy; UFOX uses index tracking.

  • SPDF follows a active selection strategy; UFOX uses index tracking.
  • UFOX costs 0.39% less per year.
  • UFOX is much larger than SPDF. Larger funds are usually more liquid and less likely to close.
  • UFOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPDFUFOX
Annual cost (TER)0.69%0.30%
Fund size (AUM)$18M$1.1B
Since20262019
Dividend yield0.36%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+96.7%
CAGR 3YN/A+44.5%
CAGR 5YN/A+21.8%
Sharpe 3YN/A1.43
Volatility 1Y27.78%
Max drawdown-4.39%-33.90%

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

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