Compare · 3 funds side by side · dividends reinvested

SHLD, IDEF and DRAM

SHLDGlobal X×IDEFiShares×DRAMRoundhill×

Versus in desk

Story of the three · CostLowest cost

01 / 03

IWD−0.4%

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Portfolio

Story of the three · IncomeMost incomeSHLD · 0.70% · $70 a year on $10k

Story of the three · RiskSmallest drop

SHLD, IDEF and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−4.4%−5.0%[…][…]−23.7%24.5%$3.7B1.3

Global X - Defense Tech ETFThematic · Defense & space0.50%0.70%−6.7%−8.6%+32.3%[…]−25.4%26.1%$6.1B1.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$16.6B3.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: SHLD 2023 · IDEF 2025 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X - Defense Tech ETF · $6.1B[…]

SHLD

IDEF

iShares Defense Industrials Act · $3.7B[…]

$10,000 five years ago, dividends reinvested · they hold 45.2% in common

SHLD

More Ways to See the Pairs

SHLD vs IDEF: Top 5 Holdings

Today

SHLD

47.0%in top 5

IDEF

in top 524.7%

SHLDStockIDEF

10.4%PLTRnot top 5

9.6%LMT5.2%

9.6%RTX7.4%

9.0%GD4.4%

8.3%NOC

Cost, Income and Risk

Fees: SHLD, IDEF, DRAM

Today

0.50%lowest, SHLD

FundExpense ratioFee$10k

SHLD0.50%$50

IDEF0.55%$55

DRAM0.65%$65

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SHLD, IDEF, DRAM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

IDEF

−6.7%Year to dateJan 1 → Nov 12−4.4%

−8.6%1 yearTotal return−5.0%

+32.3%3 years · per year$10,000 became $23,167 · […][…]

[…]5 years · per year[…]

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

0.70%Trailing 12-mo yield$70 · $36 a year on $10k0.36%

−25.4%Worst dropSmaller is better−23.7%

26.1%VolatilityLower is calmer24.5%

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

2–4IDEF wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.0%

not top 5HO.PA3.8%

Held in common45.2%

End-of-day Nov 12, 2026 · share of each fund

SHLD vs IDEF Returns, Every Period

1Y

Global XSHLD

−8.6%

past year

IDEFiShares

−5.0%

past year

SHLDIDEFFaded: behind in that period

0–2IDEF wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SHLD vs IDEF

YTD

Global XSHLD

−6.7%

IDEFiShares

−4.4%

−6.7%Year to date−4.4%

−25.4%Worst drop · 1Y−23.7%

26.1%Volatility · 1Y24.5%

0.7%Yield0.4%

$6.1BAssets$3.7B

3–1IDEF wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

0.70%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.70%$70

IDEF0.36%$36

DRAM0.00%$0

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

Income After Fees on $10,000

1Y

$20most kept, SHLD

SHLD$70 − $50 = $20

IDEF$36 − $55 = −$19

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SHLD, IDEF, DRAM

Today

45.2%most shared, SHLD and IDEF

SHLDIDEFDRAM

SHLD—45.2%0.0%

IDEF45.2%—0.3%

DRAM0.0%0.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

−5.0%IDEF, at 24.5% volatility

IDEFWorst drop−23.7%24.5% vol

SHLDWorst drop−25.4%26.1% vol

DRAMWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDIDEF

−6.7%Year to date−4.4%

0.7%Yield0.4%

−8.6%Past year−5.0%

0.50%Fee0.55%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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SHLD, IDEF and DRAM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three