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

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

SHLD

IDEF

iShares Defense Industrials Act · $3.7B[…]

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

SHLDMeasureIDEF

−1.9%Year to dateJan 1 → Nov 3−1.3%

−6.6%1 yearTotal return−5.9%

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

[…]5 years · per year[…]

0.50%Expense ratio$50 · $55 a year on $10k · lower is better0.55%

0.67%Trailing 12-mo yield$67 · $35 a year on $10k0.35%

−25.4%Worst dropSmaller is better−18.9%

25.1%VolatilityLower is calmer23.3%

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

2–4IDEF wins

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

More Ways to See the Pairs

SHLD vs IDEF: Top 5 Holdings

Today

SHLD

46.9%in top 5

IDEF

in top 524.6%

SHLDStockIDEF

11.0%PLTRnot top 5

9.7%LMT5.4%

9.2%RTX7.3%

8.8%GD4.4%

8.2%NOC4.0%

not top 5BA3.5%

Held in common41.5%

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

SHLD vs IDEF Returns, Every Period

1Y

Global XSHLD

−6.6%

past year

IDEFiShares

−5.9%

past year

SHLDIDEFFaded: behind in that period

0–2IDEF wins

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

SHLD vs IDEF

YTD

Global XSHLD

−1.9%

IDEFiShares

−1.3%

−1.9%Year to date−1.3%

−25.4%Worst drop · 1Y−18.9%

25.1%Volatility · 1Y23.3%

0.7%Yield0.3%

$6.6BAssets$3.7B

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