Compare · 3 funds side by side · dividends reinvested

SHLD, WDEF and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,624SMH · best of the three

Story of the three · IncomeMost incomeSHLD · 0.69% · $69 a year on $10k

Story of the three · RiskSmallest drop

SHLD, WDEF and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$63.5B1.6

Global X - Defense Tech ETFThematic · Defense & space0.50%0.69%−4.8%−5.6%+32.9%[…]−25.4%26.1%$6.1B2.0

WisdomTree Europe Defense FundThematic · Defense & space0.45%0.07%−2.1%−6.0%[…][…]−23.9%31.1%$76M2.2

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

End-of-day Nov 10, 2026 · returns include dividends · since: SHLD 2023 · WDEF 2025 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SHLD

WDEF

WisdomTree Europe Defense Fund · $76M[…]

$10,000 five years ago, dividends reinvested · they hold 22.1% in common

SHLDMeasure

More Ways to See the Pairs

SHLD vs WDEF: Top 5 Holdings

Today

SHLD

46.9%in top 5

WDEF

in top 539.5%

SHLDStockWDEF

10.6%PLTRnot top 5

not top 5BA.L10.1%

not top 5HO.PA10.0%

9.5%RTXnot top 5

9.5%LMTnot top 5

Cost, Income and Risk

Fees: SHLD, WDEF, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

WDEF0.45%$45

SHLD0.50%$50

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

Yields: SHLD, WDEF, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

+46.3%Year to date+34.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

WDEF

−4.8%Year to dateJan 1 → Nov 10−2.1%

−5.6%1 yearTotal return−6.0%

+32.9%3 years · per year$10,000 became $23,495 · […][…]

[…]5 years · per year[…]

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

0.69%Trailing 12-mo yield$69 · $7 a year on $10k0.07%

−25.4%Worst dropSmaller is better−23.9%

26.1%VolatilityLower is calmer31.1%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

9.0%GDnot top 5

8.3%NOCnot top 5

not top 5RHM.DE8.1%

not top 5SAABB.ST6.0%

not top 5LDO.MI5.4%

Held in common22.1%

End-of-day Nov 10, 2026 · share of each fund

SHLD vs WDEF Returns, Every Period

1Y

Global XSHLD

−5.6%

past year

WDEFWisdomTree

−6.0%

past year

SHLDWDEFFaded: behind in that period

1–1Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SHLD vs SMH

YTD

Global XSHLD

−4.8%

SMHVanEck

+34.3%

−4.8%Year to date+34.3%

−25.4%Worst drop · 1Y−33.1%

26.1%Volatility · 1Y43.1%

0.7%Yield0.2%

$6.1BAssets$63.5B

3–1SHLD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

0.69%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.69%$69

SMH0.23%$23

WDEF0.07%$7

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$19most kept, SHLD

SHLD$69 − $50 = $19

SMH$23 − $35 = −$12

WDEF$7 − $45 = −$38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SHLD, WDEF, SMH

Today

22.1%most shared, SHLD and WDEF

SHLDWDEFSMH

SHLD—22.1%0.0%

WDEF22.1%—0.0%

SMH0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.4%SMH, at 43.1% volatility

SHLDWorst drop−25.4%26.1% vol

WDEFWorst drop−23.9%31.1% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDSMH

−4.8%Year to date+34.3%

0.7%Yield0.2%

−5.6%Past year+39.4%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SHLD, WDEF and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three