SHLDGlobal X Defense Tech ETF
Seeks investment results that correspond generally to the price and yield performance of the Global X Defense Tech Index.
By Global X Funds · Launched 2023
Annual Cost
0.50%
#2,766 of 6,040 · average
Fund Size
$7.2B
#370 of 6,040 · large
Return (1Y)
-5.1%
Track Record
3 years
#3,077 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,022+10.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
GlobalCap
Multi cap
Strategy
Index tracking
Sector
IndustrialsFocus
Defense Innovation
Index tracked
Global X Defense Tech Index
Holdings
By weightConcentration
Top 10 holdings = 59.8% of fundmoderately concentrated
LOCKHEED MARTIN CORPORATION
9.5%
RTX CORPORATION
7.9%
GENERAL DYNAMICS CORPORATION
7.2%
Rheinmetall Aktiengesellschaft
6.8%
PALANTIR TECHNOLOGIES INC.
5.6%
Northrop Grumman Corporation
4.9%
L3HARRIS TECHNOLOGIES, INC.
4.9%
BAE SYSTEMS PLC
4.6%
HANWHA AEROSPACE CO., LTD.
4.2%
THALES SA
4.2%
Asset allocation
Stocks
99.9%
Other
0.1%
Cash
0.0%
By sector
Industrials
84.8%
Technology
15.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
25.5%High
Year-on-year price swings
Max drawdown
-97.8%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.93Decent risk-adjusted returns
Sortino (3Y)
1.26Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that correspond generally to the price and yield performance of the Global X Defense Tech Index.
- Strategy
- Invests at least 80% of net assets in securities of the Global X Defense Tech Index, which includes large-, mid- or small-capitalization companies in the industrials sector. Utilizes a replication strategy to achieve investment results that correspond to the Underlying Index, which is concentrated in the aerospace and defense industry across multiple countries.
- Inception date
- September 11, 2023
- Fund family
- Global X Funds
Similar funds
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Data updated on 2026-09-18