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WAR vs IYW

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

WAR

U.S. Global Technology and Aerospace & Defense ETF

U.S. Global Investors

Annual cost

0.60%

Fund size

$27M

IYW

iShares U.S. Technology ETF

iShares

Annual cost

0.38%

Fund size

$21.5B

Key differences

  • IYW costs 0.22% less per year.
  • IYW is significantly larger than WAR — larger funds tend to be more liquid and less likely to close.
  • WAR covers global markets; IYW covers north america.
  • WAR follows a active selection strategy; IYW uses index tracking.
  • IYW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WARIYW
Annual cost (TER)0.60%0.38%
Fund size (AUM)$27M$21.5B
Since20242000
Dividend yield0.14%0.12%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+70.5%+54.5%
CAGR 3YN/A+36.1%
CAGR 5YN/A+22.5%
Sharpe 3YN/A1.28
Volatility 1Y26.67%19.99%
Max drawdown-19.13%-39.44%

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

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