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WAR vs PPA

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

WAR

U.S. Global Technology and Aerospace & Defense ETF

Annual cost

0.60%

Fund size

$42M

PPA

Invesco Aerospace & Defense ETF

Annual cost

0.58%

Fund size

$8.4B

Key differences

Both WAR and PPA are equity ETFs. WAR charges 0.60% a year and PPA 0.58%. The main difference: WAR follows a active selection strategy; PPA uses index tracking.

  • WAR follows a active selection strategy; PPA uses index tracking.
  • WAR covers global markets; PPA covers North America.
  • PPA is much larger than WAR. Larger funds are usually more liquid and less likely to close.
  • PPA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WARPPA
Annual cost (TER)0.60%0.58%
Fund size (AUM)$42M$8.4B
Since20242005
Dividend yield0.12%0.37%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+61.2%+28.9%
CAGR 3YN/A+29.3%
CAGR 5YN/A+18.4%
Sharpe 3YN/A1.31
Volatility 1Y29.50%20.04%
Max drawdown-19.13%-43.92%

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

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