ETF comparison

ITA vs SHLD

Both Industrials.

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

Holdings overlap

Weighted by ISIN/CUSIP
32.6 %

14 positions appear in both funds. Buying equal dollars of ITA and SHLD would leave roughly 32.6% of each dollar exposed to the same underlying securities.

ITA only 67.3% Shared 32.6% SHLD only 67.3%
In ITA only
30 positions
Shared
14 positions
In SHLD only
35 positions

Side by side

ITA

iShares U.S. Aerospace & Defense ETF

iShares · Industrials

68 composite / 100
Expense ratio
0.38%
Net assets
$14.44B
TTM yield
0.45%
Top-10 conc.
74.9%
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

62
Cost
50
85
Tax efficiency
84
100
Liquidity
93
7
Concentration
29
Tracking quality
ITA sub-score SHLD

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

Cost difference

ITA is 12 bps cheaper than SHLD. On a $100,000 position that's about $120/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 the cost calculator pre-filled with ITA vs SHLD.

Top shared holdings

14 shared in total
# Holding In ITA In SHLD Overlap
1 RTX CORPORATION 16.55% 7.92% 7.92%
2 GENERAL DYNAMICS CORPORATION 4.77% 7.15% 4.77%
3 L3HARRIS TECHNOLOGIES, INC. 4.66% 4.91% 4.66%
4 LOCKHEED MARTIN CORPORATION 4.58% 9.46% 4.58%
5 Northrop Grumman Corporation 4.58% 4.92% 4.58%
6 BWX TECHNOLOGIES, INC. 1.58% 2.90% 1.58%
7 HUNTINGTON INGALLS INDUSTRIES, INC. 1.26% 2.67% 1.26%
8 KRATOS DEFENSE & SECURITY SOLUTIONS, INC. 1.10% 2.20% 1.10%
9 MOOG INC. 0.70% 1.45% 0.70%
10 KARMAN HOLDINGS INC. 0.52% 1.15% 0.52%
11 AEROVIRONMENT, INC. 0.49% 1.45% 0.49%
12 MERCURY SYSTEMS, INC. 0.32% 0.81% 0.32%

Only in ITA

30 total
  • GENERAL ELECTRIC COMPANY 19.03%
  • THE BOEING COMPANY 8.91%
  • TRANSDIGM GROUP INCORPORATED 4.53%
  • HOWMET AEROSPACE INC. 4.50%
  • AXON ENTERPRISE, INC. 2.83%
  • ROCKET LAB CORPORATION 2.55%
  • FTAI Aviation Ltd. 2.12%
  • CURTISS-WRIGHT CORPORATION 2.12%
  • WOODWARD, INC. 1.80%
  • ATI INC 1.67%

Only in SHLD

35 total
  • Rheinmetall Aktiengesellschaft 6.78%
  • PALANTIR TECHNOLOGIES INC. 5.60%
  • 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%
  • LEIDOS HOLDINGS, INC. 3.44%
  • ELBIT SYSTEMS LTD 3.17%
  • KOREA AEROSPACE INDUSTRIES, LTD. 1.45%

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 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.