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WAR vs IGM

U.S. Global Technology and Aerospace & Defense ETF vs iShares Expanded Tech Sector ETF

WAR

U.S. Global Technology and Aerospace & Defense ETF

U.S. Global Investors

Annual cost

0.60%

Fund size

$27M

IGM

iShares Expanded Tech Sector ETF

iShares

Annual cost

0.39%

Fund size

$9.5B

Key differences

  • IGM costs 0.21% less per year.
  • IGM is significantly larger than WAR — larger funds tend to be more liquid and less likely to close.
  • WAR covers global markets; IGM covers north america.
  • WAR follows a active selection strategy; IGM uses index tracking.
  • IGM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WARIGM
Annual cost (TER)0.60%0.39%
Fund size (AUM)$27M$9.5B
Since20242001
Dividend yield0.14%0.15%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+70.5%+55.0%
CAGR 3YN/A+39.3%
CAGR 5YN/A+21.2%
Sharpe 3YN/A1.38
Volatility 1Y26.67%20.24%
Max drawdown-19.13%-40.68%

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

Similar to WAR and IGM