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WAR vs SHLD

U.S. Global Technology and Aerospace & Defense ETF vs Global X Defense Tech ETF

WAR

U.S. Global Technology and Aerospace & Defense ETF

U.S. Global Investors

Annual cost

0.60%

Fund size

$27M

SHLD

Global X Defense Tech ETF

Global X Funds

Annual cost

0.50%

Fund size

$8.1B

Key differences

  • SHLD costs 0.10% less per year.
  • SHLD is significantly larger than WAR — larger funds tend to be more liquid and less likely to close.
  • WAR covers global markets; SHLD covers north america.
  • WAR follows a active selection strategy; SHLD uses index tracking.

Side-by-side comparison

WARSHLD
Annual cost (TER)0.60%0.50%
Fund size (AUM)$27M$8.1B
Since20242023
Dividend yield0.14%0.52%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+70.5%+19.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y26.67%23.58%
Max drawdown-19.13%-20.10%

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

Similar to WAR and SHLD