Compare · 4 funds side by side · dividends reinvested

AV, SHLD, DRAM and CIBR

AVCorgi Funds×SHLDGlobal X×DRAMRoundhill×CIBRFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,956CIBR · best of the four

02 / 04

AV, SHLD, DRAM and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Defense Tech ETFThematic · Defense & space0.50%0.70%−5.7%−5.8%+32.9%[…]−25.4%26.1%$5.9B1.6

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B1.6

Corgi Etf Trust I - Corgi Aerospace & Commercial Aviation ETFThematic · Defense & space0.35%0.00%[…][…][…][…][…][…]$811K2.0

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AV 2026 · SHLD 2023 · DRAM 2026 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

Corgi Etf Trust I - Corgi Aerospace & Commercial Aviation ETF · $811K[…]

SHLD

Global X - Defense Tech ETF · $5.9B[…]

$10,000 five years ago, dividends reinvested · they hold 24.6% in common

AVMeasureSHLD

[…]Year to dateJan 1 → Nov 9−5.7%

[…]1 yearTotal return−5.8%

[…]3 years · per year$10,000 became […] · $23,450+32.9%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $50 a year on $10k · lower is better0.50%

0.00%Trailing 12-mo yield$0 · $70 a year on $10k0.70%

[…]Worst dropSmaller is better−25.4%

[…]VolatilityLower is calmer26.1%

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AV vs SHLD: Top 5 Holdings

Today

35.6%in top 5

SHLD

in top 547.1%

AVStockSHLD

10.9%GEnot top 5

not top 5PLTR10.4%

9.6%RTX9.5%

5.2%LMT9.5%

5.4%GD9.2%

4.4%NOC8.4%

Held in common24.6%

End-of-day Nov 9, 2026 · share of each fund

AV vs SHLD Returns, Every Period

Corgi FundsAV

[…]

past year

SHLDGlobal X

−5.8%

past year

Returns […]

AVSHLDFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AV vs SHLD

YTD

Corgi FundsAV

[…]

SHLDGlobal X

−5.7%

[…]Year to date−5.7%

[…]Worst drop · 1Y−25.4%

[…]Volatility · 1Y26.1%

0.0%Yield0.7%

$811KAssets$5.9B

1–0SHLD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AV, SHLD, DRAM, CIBR

Today

0.35%lowest, AV

FundExpense ratioFee$10k

AV0.35%$35

SHLD0.50%$50

CIBR0.58%$58

DRAM0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AV, SHLD, DRAM, CIBR

0.70%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.70%$70

CIBR0.42%$42

AV0.00%$0

DRAM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$20most kept, SHLD

SHLD$70 − $50 = $20

CIBR$42 − $58 = −$16

AV$0 − $35 = −$35

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AV, SHLD, DRAM, CIBR

Today

24.6%most shared, AV and SHLD

AVSHLDDRAMCIBR

AV—24.6%0.0%0.0%

SHLD24.6%—0.0%4.0%

DRAM0.0%0.0%—0.0%

CIBR0.0%4.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.5%CIBR, at 31.3% volatility

SHLDWorst drop−25.4%26.1% vol

CIBRWorst drop−20.6%31.3% vol

AVWorst drop[…][…]

DRAMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDCIBR

−5.7%Year to date+32.8%

0.7%Yield0.4%

−5.8%Past year+27.5%

0.50%Fee0.58%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026