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WAR vs IWM

U.S. Global Technology and Aerospace & Defense ETF vs iShares Russell 2000 ETF

WAR

U.S. Global Technology and Aerospace & Defense ETF

Annual cost

0.60%

Fund size

$27M

IWM

iShares Russell 2000 ETF

Annual cost

0.19%

Fund size

$76.9B

Key differences

  • IWM costs 0.41% less per year.
  • IWM is significantly larger than WAR — larger funds tend to be more liquid and less likely to close.
  • WAR covers global markets; IWM covers north america.
  • WAR follows a active selection strategy; IWM uses index tracking.
  • IWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WARIWM
Annual cost (TER)0.60%0.19%
Fund size (AUM)$27M$76.9B
Since20242000
Dividend yield0.14%0.91%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+75.9%+44.9%
CAGR 3YN/A+19.6%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.78
Volatility 1Y27.02%19.29%
Max drawdown-19.13%-41.13%

Similar to WAR and IWM