Compare KDEF and SHLD

KDEF and SHLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Defense Tech ETFThematic · Defense & space0.50%0.69%−5.3%−10.5%+34.9%[…]−25.4%25.4%$6.6B1.1

PLUS Korea Defense Industry Index ETFThematic · Defense & space0.65%9.24%−26.9%−31.2%[…][…]−52.1%55.4%$85M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: KDEF 2025 · SHLD 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

PLUS Korea Defense Industry Index ETF · $85M[…]

KDEF

SHLD

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

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

KDEFMeasureSHLD

−26.9%Year to dateJan 1 → Nov 4−5.3%

−31.2%1 yearTotal return−10.5%

[…]3 years · per year$10,000 became […] · $24,562+34.9%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $50 a year on $10k · lower is better0.50%

9.24%Trailing 12-mo yield$924 · $69 a year on $10k0.69%

−52.1%Worst dropSmaller is better−25.4%

55.4%VolatilityLower is calmer25.4%

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

1–5SHLD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KDEF vs SHLD: Top 5 Holdings

Today

KDEF

43.0%in top 5

SHLD

in top 546.8%

KDEFStockSHLD

19.4%012450.Knot top 5

not top 5PLTR10.5%

not top 5LMT9.8%

not top 5RTX9.4%

not top 5GD8.9%

not top 5NOC8.1%

6.5%079550.Knot top 5

6.3%064350.Knot top 5

6.0%047810.Knot top 5

4.8%003570.Knot top 5

Held in common4.5%

End-of-day Nov 4, 2026 · share of each fund

KDEF vs SHLD Returns, Every Period

1Y

PLUSKDEF

−31.2%

past year

SHLDGlobal X

−10.5%

past year

KDEFSHLDFaded: behind in that period

0–2SHLD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

KDEF vs SHLD

YTD

PLUSKDEF

−26.9%

SHLDGlobal X

−5.3%

−26.9%Year to date−5.3%

−52.1%Worst drop · 1Y−25.4%

55.4%Volatility · 1Y25.4%

9.2%Yield0.7%

$84.7MAssets$6.6B

3–1SHLD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KDEF, SHLD

Today

0.50%lowest, SHLD

FundExpense ratioFee$10k

SHLD0.50%$50

KDEF0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: KDEF, SHLD

1Y

9.24%highest, KDEF

FundTrailing yieldYield$10k

KDEF9.24%$924

SHLD0.69%$69

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$859most kept, KDEF

KDEF$924 − $65 = $859

SHLD$69 − $50 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: KDEF, SHLD

Today

4.5%most shared, KDEF and SHLD

KDEFSHLD

KDEF—4.5%

SHLD4.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

−10.5%SHLD, at 25.4% volatility

SHLDWorst drop−25.4%25.4% vol

KDEFWorst drop−52.1%55.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

KDEFSHLD

−26.9%Year to date−5.3%

9.2%Yield0.7%

−31.2%Past year−10.5%

0.65%Fee0.50%

3–1SHLD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026