Compare · 3 funds side by side · dividends reinvested

IDEF, SHLD and CIBR

IDEFiShares×SHLDGlobal X×CIBRFirst Trust×

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

02 / 04

IDEF, SHLD and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B1.8

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.4%−3.2%[…][…]−23.7%24.5%$3.5B2.0

Global X - Defense Tech ETFThematic · Defense & space0.50%0.70%−5.7%−5.8%+32.9%[…]−25.4%26.1%$5.9B2.0

Rank among the three1st → 3rdFee, 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: IDEF 2025 · SHLD 2023 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.5B[…]

IDEF

SHLD

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

$10,000 five years ago, dividends reinvested · they hold 45.2% in common

IDEFMeasureSHLD

−3.4%Year to dateJan 1 → Nov 9−5.7%

−3.2%1 yearTotal return−5.8%

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

[…]5 years · per year[…]

0.55%Expense ratio$55 · $50 a year on $10k · lower is better0.50%

0.36%Trailing 12-mo yield$36 · $70 a year on $10k0.70%

−23.7%Worst dropSmaller is better−25.4%

24.5%VolatilityLower is calmer26.1%

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

4–2IDEF wins

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

More Ways to See the Pairs

IDEF vs SHLD: Top 5 Holdings

Today

IDEF

24.8%in top 5

SHLD

in top 547.1%

IDEFStockSHLD

not top 5PLTR10.4%

7.4%RTX9.5%

5.2%LMT9.5%

4.4%GD9.2%

4.0%NOC8.4%

3.8%HO.PAnot top 5

Held in common45.2%

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

IDEF vs SHLD Returns, Every Period

iSharesIDEF

−3.2%

past year

SHLDGlobal X

−5.8%

past year

IDEFSHLDFaded: behind in that period

2–0IDEF wins

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

IDEF vs SHLD

YTD

iSharesIDEF

−3.4%

SHLDGlobal X

−5.7%

−3.4%Year to date−5.7%

−23.7%Worst drop · 1Y−25.4%

24.5%Volatility · 1Y26.1%

0.4%Yield0.7%

$3.5BAssets$5.9B

3–1IDEF wins

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

Cost, Income and Risk

Fees: IDEF, SHLD, CIBR

Today

0.50%lowest, SHLD

FundExpense ratioFee$10k

SHLD0.50%$50

IDEF0.55%$55

CIBR0.58%$58

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

Yields: IDEF, SHLD, CIBR

0.70%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.70%$70

CIBR0.42%$42

IDEF0.36%$36

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

IDEF$36 − $55 = −$19

KeptFee

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

Overlap: IDEF, SHLD, CIBR

Today

45.2%most shared, IDEF and SHLD

IDEFSHLDCIBR

IDEF—45.2%9.8%

SHLD45.2%—4.0%

CIBR9.8%4.0%—

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

Return vs Bumpiness: 3 ETFs

+27.5%CIBR, at 31.3% volatility

IDEFWorst drop−23.7%24.5% vol

SHLDWorst drop−25.4%26.1% vol

CIBRWorst drop−20.6%31.3% vol

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 Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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