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WAR vs IGV

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

WAR

U.S. Global Technology and Aerospace & Defense ETF

U.S. Global Investors

Annual cost

0.60%

Fund size

$27M

IGV

iShares Expanded Tech-Software Sector ETF

iShares

Annual cost

0.39%

Fund size

$12.1B

Key differences

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

Side-by-side comparison

WARIGV
Annual cost (TER)0.60%0.39%
Fund size (AUM)$27M$12.1B
Since20242001
Dividend yield0.14%0.00%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+70.5%-8.0%
CAGR 3YN/A+15.4%
CAGR 5YN/A+6.7%
Sharpe 3YN/A0.56
Volatility 1Y26.67%25.67%
Max drawdown-19.13%-45.85%

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

Similar to WAR and IGV