ETF comparison

PPA vs SHLD

Both Industrials.

Invesco Aerospace & Defense ETF · Global X Defense Tech ETF

Holdings overlap

Weighted by ISIN/CUSIP
38.8 %

20 positions appear in both funds. Buying equal dollars of PPA and SHLD would leave roughly 38.8% of each dollar exposed to the same underlying securities.

PPA only 61.5% Shared 38.8% SHLD only 61.1%
In PPA only
41 positions
Shared
20 positions
In SHLD only
29 positions

Side by side

PPA

Invesco Aerospace & Defense ETF

Invesco · Industrials

63 composite / 100
Expense ratio
0.58%
Net assets
$8.32B
TTM yield
0.37%
Top-10 conc.
56.9%
SHLD

Global X Defense Tech ETF

Global X · Industrials

64 composite / 100
Expense ratio
0.50%
Net assets
$6.85B
TTM yield
0.70%
Top-10 conc.
59.8%

Sub-score comparison

42
Cost
50
85
Tax efficiency
84
97
Liquidity
93
33
Concentration
29
Tracking quality
PPA sub-score SHLD

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SHLD is 8 bps cheaper than PPA. On a $100,000 position that's about $80/yr more in fees for PPA.

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

Top shared holdings

20 shared in total
# Holding In PPA In SHLD Overlap
1 RTX Corp. 7.15% 7.92% 7.15%
2 Lockheed Martin Corp. 6.41% 9.46% 6.41%
3 General Dynamics Corp. 4.54% 7.15% 4.54%
4 Northrop Grumman Corp. 4.47% 4.92% 4.47%
5 L3Harris Technologies, Inc. 3.77% 4.91% 3.77%
6 Elbit Systems Ltd. 3.59% 3.17% 3.17%
7 Huntington Ingalls Industries, Inc. 1.26% 2.67% 1.26%
8 Palantir Technologies Inc. 1.23% 5.60% 1.23%
9 BWX Technologies, Inc. 1.22% 2.90% 1.22%
10 Leidos Holdings, Inc. 1.01% 3.44% 1.01%
11 Kratos Defense & Security Solutions, Inc. 1.00% 2.20% 1.00%
12 AeroVironment, Inc. 0.87% 1.45% 0.87%

Only in PPA

41 total
  • Boeing Co. (The) 9.14%
  • General Electric Co. 7.87%
  • Honeywell International Inc. 4.40%
  • Howmet Aerospace Inc. 4.19%
  • Parker-Hannifin Corp. 3.75%
  • Rocket Lab Corp. 2.78%
  • TransDigm Group Inc. 2.63%
  • Eaton Corp. PLC 2.36%
  • Amphenol Corp. 2.34%
  • Curtiss-Wright Corp. 1.73%

Only in SHLD

29 total
  • Rheinmetall Aktiengesellschaft 6.78%
  • BAE SYSTEMS PLC 4.60%
  • HANWHA AEROSPACE CO., LTD. 4.24%
  • THALES SA 4.17%
  • LEONARDO - SOCIETA PER AZIONI 4.15%
  • SAAB Aktiebolag 4.06%
  • KOREA AEROSPACE INDUSTRIES, LTD. 1.45%
  • BABCOCK INTERNATIONAL GROUP PLC 1.33%
  • DASSAULT AVIATION SA 1.09%
  • HANWHA SYSTEMS Co., Ltd. 0.90%

Open PPA 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 methodology and 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.