Compare SHLD and IDEF

SHLD and IDEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.5%−7.9%[…][…]−19.2%23.4%$3.7B1.3

Global X - Defense Tech ETFThematic · Defense & space0.50%0.69%−5.3%−10.5%+34.9%[…]−25.4%25.4%$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 4, 2026 · returns include dividends · since: SHLD 2023 · IDEF 2025

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 44.6% in common

SHLDMeasureIDEF

−5.3%Year to dateJan 1 → Nov 4−3.5%

−10.5%1 yearTotal return−7.9%

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

[…]5 years · per year[…]

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

0.69%Trailing 12-mo yield$69 · $36 a year on $10k0.36%

−25.4%Worst dropSmaller is better−19.2%

25.4%VolatilityLower is calmer23.4%

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

2–4IDEF wins

End-of-day Nov 4, 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

46.8%in top 5

IDEF

in top 524.9%

SHLDStockIDEF

10.5%PLTRnot top 5

9.8%LMT5.4%

9.4%RTX7.4%

8.9%GD4.4%

8.1%NOC3.9%

not top 5HO.PA3.8%

Held in common44.6%

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

SHLD vs IDEF Returns, Every Period

1Y

Global XSHLD

−10.5%

past year

IDEFiShares

−7.9%

past year

SHLDIDEFFaded: behind in that period

0–2IDEF wins

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

SHLD vs IDEF

YTD

Global XSHLD

−5.3%

IDEFiShares

−3.5%

−5.3%Year to date−3.5%

−25.4%Worst drop · 1Y−19.2%

25.4%Volatility · 1Y23.4%

0.7%Yield0.4%

$6.6BAssets$3.7B

3–1IDEF wins

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

Cost, Income and Risk

Fees: SHLD, IDEF

Today

0.50%lowest, SHLD

FundExpense ratioFee$10k

SHLD0.50%$50

IDEF0.55%$55

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

Yields: SHLD, IDEF

1Y

0.69%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.69%$69

IDEF0.36%$36

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

Income After Fees on $10,000

1Y

$19most kept, SHLD

SHLD$69 − $50 = $19

IDEF$36 − $55 = −$19

KeptFee

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

Overlap: SHLD, IDEF

Today

44.6%most shared, SHLD and IDEF

SHLDIDEF

SHLD—44.6%

IDEF44.6%—

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

Return vs Bumpiness: 2 ETFs

1Y

−7.9%IDEF, at 23.4% volatility

IDEFWorst drop−19.2%23.4% vol

SHLDWorst drop−25.4%25.4% vol

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

Paid More vs Made More

YTD

SHLDIDEF

−5.3%Year to date−3.5%

0.7%Yield0.4%

−10.5%Past year−7.9%

0.50%Fee0.55%

2–2level

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