Compare · 3 funds side by side · dividends reinvested

MARS, SHLD and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

MARS, SHLD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.3

Global X - Defense Tech ETFThematic · Defense & space0.50%0.69%−5.3%−10.5%+34.9%[…]−25.4%25.4%$6.5B1.7

Roundhill ETF Trust - Roundhill Space & Technology ETFThematic · Defense & space0.75%0.00%[…][…][…][…][…][…]$38M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: MARS 2026 · SHLD 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill ETF Trust - Roundhill Space & Technology ETF · $38M[…]

MARS

SHLD

Global X - Defense Tech ETF · $6.5B[…]

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

MARSMeasureSHLD

[…]Year to dateJan 1 → Nov 4−5.3%

[…]1 yearTotal return−10.5%

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

[…]5 years · per year[…]

0.75%Expense ratio$75 · $50 a year on $10k · lower is better0.50%

0.00%Trailing 12-mo yield$0 · $69 a year on $10k0.69%

[…]Worst dropSmaller is better−25.4%

[…]VolatilityLower is calmer25.4%

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

0–2SHLD wins

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

More Ways to See the Pairs

MARS vs SHLD: Top 5 Holdings

Today

MARS

51.4%in top 5

SHLD

in top 546.8%

MARSStockSHLD

26.0%SPCXnot top 5

not top 5PLTR10.5%

not top 5LMT9.8%

not top 5RTX9.4%

not top 5GD8.9%

8.9%RKLBnot top 5

not top 5NOC8.1%

5.8%GSATnot top 5

5.7%VSATnot top 5

5.0%ASTSnot top 5

Held in common0.9%

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

MARS vs SHLD Returns, Every Period

RoundhillMARS

[…]

past year

SHLDGlobal X

−10.5%

past year

Returns […]

MARSSHLDFaded: behind in that period

0–0Level

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

MARS vs SHLD

YTD

RoundhillMARS

[…]

SHLDGlobal X

−5.3%

[…]Year to date−5.3%

[…]Worst drop · 1Y−25.4%

[…]Volatility · 1Y25.4%

0.0%Yield0.7%

$38.4MAssets$6.5B

1–0SHLD wins

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

Cost, Income and Risk

Fees: MARS, SHLD, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

SHLD0.50%$50

MARS0.75%$75

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

Yields: MARS, SHLD, SMH

0.69%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.69%$69

SMH0.22%$22

MARS0.00%$0

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

Income After Fees on $10,000

$19most kept, SHLD

SHLD$69 − $50 = $19

SMH$22 − $35 = −$13

MARS$0 − $75 = −$75

KeptFee

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

Overlap: MARS, SHLD, SMH

Today

0.9%most shared, MARS and SHLD

MARSSHLDSMH

MARS—0.9%0.0%

SHLD0.9%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

SHLDWorst drop−25.4%25.4% vol

SMHWorst drop−24.6%41.2% vol

MARSWorst drop[…][…]

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

Paid More vs Made More

YTD

SHLDSMH

−5.3%Year to date+40.0%

0.7%Yield0.2%

−10.5%Past year+38.2%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026