Compare · 3 funds side by side · dividends reinvested

ARKX, SHLD and CIBR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,664CIBR · best of the three

02 / 04

ARKX, SHLD and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.40%+36.4%+26.4%+31.0%+13.3%−21.1%30.5%$16.8B1.6

Global X - Defense Tech ETFThematic · Defense & space0.50%0.67%−1.9%−6.6%+37.0%[…]−25.4%25.1%$6.6B1.9

ARK Space & Defense Innovation ETFThematic · Defense & space0.75%0.00%+3.2%−4.6%+33.1%[…]−21.8%33.6%$737M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ARKX 2021 · SHLD 2023 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

ARK Space & Defense Innovation ETF · $737M[…]

ARKX

SHLD

Global X - Defense Tech ETF · $6.6B[…]

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

ARKXMeasureSHLD

+3.2%Year to dateJan 1 → Nov 3−1.9%

−4.6%1 yearTotal return−6.6%

+33.1%3 years · per year$10,000 became $23,588 · $25,691+37.0%

[…]5 years · per year[…]

0.75%Expense ratio$75 · $50 a year on $10k · lower is better0.50%

0.00%Trailing 12-mo yield$0 · $67 a year on $10k0.67%

−21.8%Worst dropSmaller is better−25.4%

33.6%VolatilityLower is calmer25.1%

ARKXSHLD Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4SHLD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ARKX vs SHLD: Top 5 Holdings

Today

ARKX

36.1%in top 5

SHLD

in top 546.9%

ARKXStockSHLD

not top 5PLTR11.0%

10.6%SPCXnot top 5

not top 5LMT9.7%

not top 5RTX9.2%

not top 5GD8.8%

not top 5NOC8.2%

7.8%LHXnot top 5

6.0%DEnot top 5

6.0%KTOSnot top 5

5.7%AVAVnot top 5

Held in common12.4%

End-of-day Nov 3, 2026 · share of each fund

ARKX vs SHLD Returns, Every Period

ARKARKX

−4.6%

past year

SHLDGlobal X

−6.6%

past year

ARKXSHLDFaded: behind in that period

2–1ARKX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ARKX vs SHLD

YTD

ARKARKX

+3.2%

SHLDGlobal X

−1.9%

+3.2%Year to date−1.9%

−21.8%Worst drop · 1Y−25.4%

33.6%Volatility · 1Y25.1%

0.0%Yield0.7%

$737MAssets$6.6B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ARKX, SHLD, CIBR

Today

0.50%lowest, SHLD

FundExpense ratioFee$10k

SHLD0.50%$50

CIBR0.58%$58

ARKX0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ARKX, SHLD, CIBR

0.67%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.67%$67

CIBR0.40%$40

ARKX0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$17most kept, SHLD

SHLD$67 − $50 = $17

CIBR$40 − $58 = −$18

ARKX$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ARKX, SHLD, CIBR

Today

12.4%most shared, ARKX and SHLD

ARKXSHLDCIBR

ARKX—12.4%0.0%

SHLD12.4%—3.9%

CIBR0.0%3.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.4%CIBR, at 30.5% volatility

SHLDWorst drop−25.4%25.1% vol

CIBRWorst drop−21.1%30.5% vol

ARKXWorst drop−21.8%33.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDCIBR

−1.9%Year to date+36.4%

0.7%Yield0.4%

−6.6%Past year+26.4%

0.50%Fee0.58%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026