IDEF vs SHLD

AIDEF

BSHLD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$29,410SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income0.69%SHLD · $69 on $10k

Smallest drop−23.7%IDEF · worst fall in 1Y

Held in common45.2%IDEF and SHLD

iShares Defense Industrials Act · $3.7BGlobal X - Defense Tech ETF · $6.1B

[…]3 years · per year[…] · $23,495+32.9%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $50 on $10k · lower wins0.50%

0.35%12-mo yield$35 · $69 on $10k0.69%

Cards for this view

IDEF

iShares Defense Industrials Act

[…]

SHLD

Global X - Defense Tech

[…]

MeasureIDEFSHLD

Fee0.55%0.50%

Cost on $10k a year$55$50

Yield0.35%0.69%

5 years, per year[…][…]

3 years, per year[…]+32.9%

Worst drop · 1Y−23.7%−25.4%

Volatility · 1Y24.4%

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+6.0%	+55.1%	+54.9%	+44.2%	+24.1%	−39.5%	$43.8B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.3%	−2.4%	−3.8%	new	new	−23.7%	$3.7B
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.69%	+1.0%	−4.8%	−5.6%	+32.9%	new	−25.4%	$6.1B

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+6.0%	+55.1%	+54.9%	+44.2%	+24.1%	−39.5%	$43.8B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.3%	−2.4%	−3.8%	new	new	−23.7%	$3.7B
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.69%	+1.0%	−4.8%	−5.6%	+32.9%	new	−25.4%	$6.1B

Loading…