Compare IDEF and SHLD

IDEF and SHLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Defense Industrials ActThematic · Defense & space0.55%0.35%−1.3%−5.9%[…][…]−18.9%23.3%$3.7B1.3

Global X - Defense Tech ETFThematic · Defense & space0.50%0.67%−1.9%−6.6%+37.0%[…]−25.4%25.1%$6.6B1.6

Rank among the two1st → 2ndFee, 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: IDEF 2025 · SHLD 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Defense Industrials Act · $3.7B[…]

IDEF

SHLD

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

$10,000 five years ago, dividends reinvested · they hold 41.5% in common

IDEFMeasureSHLD

−1.3%Year to dateJan 1 → Nov 3−1.9%

−5.9%1 yearTotal return−6.6%

[…]3 years · per year$10,000 became […] · $25,691+37.0%

[…]5 years · per year[…]

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

0.35%Trailing 12-mo yield$35 · $67 a year on $10k0.67%

−18.9%Worst dropSmaller is better−25.4%

23.3%VolatilityLower is calmer25.1%

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

4–2IDEF wins

End-of-day Nov 3, 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

24.6%in top 5

SHLD

in top 546.9%

IDEFStockSHLD

not top 5PLTR11.0%

5.4%LMT9.7%

7.3%RTX9.2%

4.4%GD8.8%

4.0%NOC8.2%

3.5%BAnot top 5

Held in common41.5%

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

IDEF vs SHLD Returns, Every Period

1Y

iSharesIDEF

−5.9%

past year

SHLDGlobal X

−6.6%

past year

IDEFSHLDFaded: behind in that period

2–0IDEF wins

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

IDEF vs SHLD

YTD

iSharesIDEF

−1.3%

SHLDGlobal X

−1.9%

−1.3%Year to date−1.9%

−18.9%Worst drop · 1Y−25.4%

23.3%Volatility · 1Y25.1%

0.3%Yield0.7%

$3.7BAssets$6.6B

3–1IDEF wins

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

Cost, Income and Risk

Fees: IDEF, SHLD

Today

0.50%lowest, SHLD

FundExpense ratioFee$10k

SHLD0.50%$50

IDEF0.55%$55

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

Yields: IDEF, SHLD

1Y

0.67%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.67%$67

IDEF0.35%$35

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

Income After Fees on $10,000

1Y

$17most kept, SHLD

SHLD$67 − $50 = $17

IDEF$35 − $55 = −$20

KeptFee

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

Overlap: IDEF, SHLD

Today

41.5%most shared, IDEF and SHLD

IDEFSHLD

IDEF—41.5%

SHLD41.5%—

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

Return vs Bumpiness: 2 ETFs

1Y

−5.9%IDEF, at 23.3% volatility

IDEFWorst drop−18.9%23.3% vol

SHLDWorst drop−25.4%25.1% vol

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

Paid More vs Made More

YTD

SHLDIDEF

−1.9%Year to date−1.3%

0.7%Yield0.3%

−6.6%Past year−5.9%

0.50%Fee0.55%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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