ETF comparison

ITAvsSHLD

Both Industrials.

iShares U.S. Aerospace & Defense ETF · Global X Defense Tech ETF

Holdings overlap

Weighted by ISIN/CUSIP
28.7%

15 positions appear in both funds. Buying equal dollars of ITA and SHLD would leave roughly28.7%of each dollar exposed to the same underlying securities.

ITA only 71.2%Shared 28.7%SHLD only 70.9%
In ITA only
34 positions
Shared
15 positions
In SHLD only
33 positions

Side by side

ITA

iShares U.S. Aerospace & Defense ETF

iShares · Industrials

68composite / 100
Expense ratio
0.37%
Net assets
$13.63B
TTM yield
0.49%
Top-10 conc.
75.1%
SHLD

Global X Defense Tech ETF

Global X · Industrials

65composite / 100
Expense ratio
0.50%
Net assets
$7.24B
TTM yield
0.69%
Top-10 conc.
59.3%

Sub-score comparison

63
Cost
50
85
Tax efficiency
84
100
Liquidity
94
7
Concentration
30
Tracking quality
ITAsub-scoreSHLD

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

ITA is 13 bps cheaper than SHLD. On a $100,000 position that's about $130/yr more in fees for SHLD.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with ITA vs SHLD.

Top shared holdings

15 shared in total
#HoldingIn ITAIn SHLDOverlap
1RTX CORPORATION14.82%7.76%7.76%
2GENERAL DYNAMICS CORPORATION4.33%7.67%4.33%
3LOCKHEED MARTIN CORPORATION4.05%8.42%4.05%
4Northrop Grumman Corporation3.92%4.23%3.92%
5L3HARRIS TECHNOLOGIES, INC.3.80%4.69%3.80%
6BWX TECHNOLOGIES, INC.1.25%3.05%1.25%
7MOOG INC.0.85%1.70%0.85%
8HUNTINGTON INGALLS INDUSTRIES, INC.0.77%2.04%0.77%
9KRATOS DEFENSE & SECURITY SOLUTIONS, INC.0.66%1.81%0.66%
10MERCURY SYSTEMS, INC.0.45%1.13%0.45%
11AEROVIRONMENT, INC.0.37%1.32%0.37%
12KARMAN HOLDINGS INC.0.32%0.83%0.32%

Only in ITA

34 total
  • GENERAL ELECTRIC COMPANY22.61%
  • THE BOEING COMPANY8.90%
  • TRANSDIGM GROUP INCORPORATED4.59%
  • HOWMET AEROSPACE INC.4.50%
  • ROCKET LAB CORPORATION3.63%
  • AXON ENTERPRISE, INC.3.17%
  • CARPENTER TECHNOLOGY CORPORATION2.15%
  • CURTISS-WRIGHT CORPORATION1.96%
  • FTAI Aviation Ltd.1.95%
  • ATI INC1.89%

Only in SHLD

33 total
  • PALANTIR TECHNOLOGIES INC.7.07%
  • Rheinmetall Aktiengesellschaft5.76%
  • BAE SYSTEMS PLC4.88%
  • HANWHA AEROSPACE CO., LTD.4.40%
  • LEONARDO - SOCIETA PER AZIONI4.35%
  • THALES SA4.27%
  • ELBIT SYSTEMS LTD4.13%
  • SAAB Aktiebolag3.82%
  • LEIDOS HOLDINGS, INC.2.77%
  • KOREA AEROSPACE INDUSTRIES, LTD.1.34%

Open ITA or SHLD at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.