Compare · 2 funds side by side · dividends reinvested

SHLD and SPYM

SHLDGlobal X×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

SHLD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.1

Global X - Defense Tech ETFThematic · Defense & space0.50%0.69%−5.3%−10.5%+34.9%[…]−25.4%25.4%$6.5B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: SHLD 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

SHLD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

SHLDMeasureSPYM

−5.3%Year to dateJan 1 → Nov 4+13.4%

−10.5%1 yearTotal return+13.5%

+34.9%3 years · per year$10,000 became $24,562 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

0.69%Trailing 12-mo yield$69 · $101 a year on $10k1.01%

−25.4%Worst dropSmaller is better−8.9%

25.4%VolatilityLower is calmer12.8%

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

1–6SPYM 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 SPYM: Top 5 Holdings

Today

SHLD

46.8%in top 5

SPYM

in top 527.3%

SHLDStockSPYM

10.5%PLTRnot top 5

9.8%LMTnot top 5

9.4%RTXnot top 5

8.9%GDnot top 5

8.1%NOCnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common1.6%

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

SHLD vs SPYM Returns, Every Period

Global XSHLD

−10.5%

past year

SPYMSPDR

+13.5%

past year

SHLDSPYMFaded: behind in that period

1–2SPYM wins

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

Thematic vs Core: SHLD vs SPYM

YTD

Global XSHLD

−5.3%

SPYMSPDR

+13.4%

−5.3%Year to date+13.4%

−25.4%Worst drop · 1Y−8.9%

25.4%Volatility · 1Y12.8%

0.7%Yield1.0%

$6.5BAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: SHLD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SHLD0.50%$50

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

Yields: SHLD, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SHLD0.69%$69

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SHLD$69 − $50 = $19

KeptFee

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

Overlap: SHLD, SPYM

Today

1.6%most shared, SHLD and SPYM

SHLDSPYM

SHLD—1.6%

SPYM1.6%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% 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

SPYMSHLD

+13.4%Year to date−5.3%

1.0%Yield0.7%

+13.5%Past year−10.5%

0.02%Fee0.50%

4–0SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM 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