Compare · 2 funds side by side · dividends reinvested

SHLD and SPY

SHLDGlobal X×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 04

SHLD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.1

Global X - Defense Tech ETFThematic · Defense & space0.50%0.67%−1.9%−6.6%+37.0%[…]−25.4%25.1%$6.6B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: SHLD 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

SHLD

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

SHLDMeasureSPY

−1.9%Year to dateJan 1 → Nov 3+11.5%

−6.6%1 yearTotal return+11.8%

+37.0%3 years · per year$10,000 became $25,691 · $19,046+24.0%

[…]5 years · per year$10,000 became […] · $17,688+12.1%

0.50%Expense ratio$50 · $9 a year on $10k · lower is better0.09%

0.67%Trailing 12-mo yield$67 · $101 a year on $10k1.01%

−25.4%Worst dropSmaller is better−8.9%

25.1%VolatilityLower is calmer12.8%

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

1–6SPY wins

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

More Ways to See the Pairs

SHLD vs SPY: Top 5 Holdings

Today

SHLD

46.9%in top 5

SPY

in top 527.4%

SHLDStockSPY

11.0%PLTRnot top 5

9.7%LMTnot top 5

9.2%RTXnot top 5

8.8%GDnot top 5

8.2%NOCnot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common1.7%

End-of-day Nov 3, 2026 · share of each fund

SHLD vs SPY Returns, Every Period

Global XSHLD

−6.6%

past year

SPYSPDR

+11.8%

past year

SHLDSPYFaded: behind in that period

1–2SPY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Core: SHLD vs SPY

YTD

Global XSHLD

−1.9%

SPYSPDR

+11.5%

−1.9%Year to date+11.5%

−25.4%Worst drop · 1Y−8.9%

25.1%Volatility · 1Y12.8%

0.7%Yield1.0%

$6.6BAssets$798B

4–0SPY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHLD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SHLD0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SHLD, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

SHLD0.67%$67

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

SHLD$67 − $50 = $17

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SHLD, SPY

Today

1.7%most shared, SHLD and SPY

SHLDSPY

SHLD—1.7%

SPY1.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.8%SPY, at 12.8% volatility

SPYWorst drop−8.9%12.8% vol

SHLDWorst drop−25.4%25.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYSHLD

+11.5%Year to date−1.9%

1.0%Yield0.7%

+11.8%Past year−6.6%

0.09%Fee0.50%

4–0SPY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026