Compare SHLD and WDEF

SHLD and WDEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Europe Defense FundThematic · Defense & space0.45%0.08%−7.9%−11.2%[…][…]−23.9%30.7%$82M1.3

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−9.9%−11.6%+31.9%[…]−25.4%25.8%$5.9B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SHLD 2023 · WDEF 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SHLD

WDEF

WisdomTree Europe Defense Fund · $82M[…]

$10,000 five years ago, dividends reinvested · they hold 22.7% in common

SHLDMeasureWDEF

−9.9%Year to dateJan 1 → Nov 6−7.9%

−11.6%1 yearTotal return−11.2%

+31.9%3 years · per year$10,000 became $22,922 · […][…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $45 a year on $10k · lower is better0.45%

0.73%Trailing 12-mo yield$73 · $8 a year on $10k0.08%

−25.4%Worst dropSmaller is better−23.9%

25.8%VolatilityLower is calmer30.7%

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

2–4WDEF 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 WDEF: Top 5 Holdings

Today

SHLD

46.9%in top 5

WDEF

in top 541.4%

SHLDStockWDEF

not top 5BA.L10.4%

10.1%PLTRnot top 5

not top 5HO.PA9.8%

9.6%RTXnot top 5

9.6%LMTnot top 5

not top 5RHM.DE9.6%

9.2%GDnot top 5

8.4%NOCnot top 5

not top 5SAABB.ST6.2%

not top 5LDO.MI5.3%

Held in common22.7%

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

SHLD vs WDEF Returns, Every Period

1Y

Global XSHLD

−11.6%

past year

WDEFWisdomTree

−11.2%

past year

SHLDWDEFFaded: behind in that period

0–2WDEF wins

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

SHLD vs WDEF

YTD

Global XSHLD

−9.9%

WDEFWisdomTree

−7.9%

−9.9%Year to date−7.9%

−25.4%Worst drop · 1Y−23.9%

25.8%Volatility · 1Y30.7%

0.7%Yield0.1%

$5.9BAssets$82.2M

2–2level

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

Cost, Income and Risk

Fees: SHLD, WDEF

Today

0.45%lowest, WDEF

FundExpense ratioFee$10k

WDEF0.45%$45

SHLD0.50%$50

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

Yields: SHLD, WDEF

1Y

0.73%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.73%$73

WDEF0.08%$8

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

Income After Fees on $10,000

1Y

$23most kept, SHLD

SHLD$73 − $50 = $23

WDEF$8 − $45 = −$37

KeptFee

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

Overlap: SHLD, WDEF

Today

22.7%most shared, SHLD and WDEF

SHLDWDEF

SHLD—22.7%

WDEF22.7%—

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

Return vs Bumpiness: 2 ETFs

1Y

−11.2%WDEF, at 30.7% volatility

SHLDWorst drop−25.4%25.8% vol

WDEFWorst drop−23.9%30.7% vol

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

Paid More vs Made More

YTD

SHLDWDEF

−9.9%Year to date−7.9%

0.7%Yield0.1%

−11.6%Past year−11.2%

0.50%Fee0.45%

3–1WDEF 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