Compare · 2 funds side by side · dividends reinvested

SHLD and IGV

SHLDGlobal X×IGViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,265IGV · best of the two

02 / 04

SHLD and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−9.9%−11.6%+31.9%[…]−25.4%25.8%$5.9B1.4

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SHLD 2023 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Defense Tech ETF · $5.9B[…]

SHLD

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

SHLDMeasureIGV

−9.9%Year to dateJan 1 → Nov 6−6.4%

−11.6%1 yearTotal return−11.5%

+31.9%3 years · per year$10,000 became $22,922 · $14,533+13.3%

[…]5 years · per year$10,000 became […] · $11,264+2.4%

0.50%Expense ratio$50 · $38 a year on $10k · lower is better0.38%

0.73%Trailing 12-mo yield$73 · $2 a year on $10k0.02%

−25.4%Worst dropSmaller is better−33.2%

25.8%VolatilityLower is calmer32.9%

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

4–3SHLD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHLD vs IGV: Top 5 Holdings

Today

SHLD

46.9%in top 5

IGV

in top 540.4%

SHLDStockIGV

10.1%PLTR7.9%

9.6%RTXnot top 5

9.6%LMTnot top 5

not top 5MSFT9.5%

9.2%GDnot top 5

8.4%NOCnot top 5

not top 5PANW8.2%

not top 5CRWD7.8%

not top 5ORCL7.0%

Held in common7.9%

End-of-day Nov 6, 2026 · share of each fund

SHLD vs IGV Returns, Every Period

Global XSHLD

−11.6%

past year

IGViShares

−11.5%

past year

SHLDIGVFaded: behind in that period

1–2IGV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SHLD vs IGV

YTD

Global XSHLD

−9.9%

IGViShares

−6.4%

−9.9%Year to date−6.4%

−25.4%Worst drop · 1Y−33.2%

25.8%Volatility · 1Y32.9%

0.7%Yield0.0%

$5.9BAssets$12.4B

3–1SHLD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHLD, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

SHLD0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SHLD, IGV

0.73%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.73%$73

IGV0.02%$2

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SHLD, IGV

Today

7.9%most shared, SHLD and IGV

SHLDIGV

SHLD—7.9%

IGV7.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−11.5%IGV, at 32.9% volatility

SHLDWorst drop−25.4%25.8% vol

IGVWorst drop−33.2%32.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDIGV

−9.9%Year to date−6.4%

0.7%Yield0.0%

−11.6%Past year−11.5%

0.50%Fee0.38%

3–1IGV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026