Compare SHLD, WDEF, XDEF and WAR

SHLD, WDEF, XDEF and WAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers Europe Defense Technologies ETFThematic · Defense & space0.35%1.62%[…][…][…][…][…][…]$4M1.5

U.S. Global Technology and Aerospace & Defense ETFThematic · Defense & space0.60%10.79%+18.5%+18.8%[…][…]−25.2%37.2%$31M2.0

WisdomTree Europe Defense FundThematic · Defense & space0.45%0.07%−0.4%−5.4%[…][…]−23.9%30.3%$84M2.2

Global X - Defense Tech ETFThematic · Defense & space0.50%0.67%−1.9%−6.6%+37.0%[…]−25.4%25.1%$6.6B2.4

Rank among the four1st → 4thFee, 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 · WDEF 2025 · XDEF 2026 · WAR 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SHLD

WDEF

WisdomTree Europe Defense Fund · $84M[…]

$10,000 five years ago, dividends reinvested · they hold 22.4% in common

SHLDMeasureWDEF

−1.9%Year to dateJan 1 → Nov 3−0.4%

−6.6%1 yearTotal return−5.4%

+37.0%3 years · per year$10,000 became $25,691 · […][…]

[…]5 years · per year[…]

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

0.67%Trailing 12-mo yield$67 · $7 a year on $10k0.07%

−25.4%Worst dropSmaller is better−23.9%

25.1%VolatilityLower is calmer30.3%

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

2–4WDEF 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 WDEF: Top 5 Holdings

Today

SHLD

46.9%in top 5

WDEF

in top 541.4%

SHLDStockWDEF

11.0%PLTRnot top 5

not top 5BA.L10.4%

not top 5HO.PA9.8%

9.7%LMTnot top 5

not top 5RHM.DE9.6%

9.2%RTXnot top 5

8.8%GDnot top 5

8.2%NOCnot top 5

not top 5SAABB.ST6.2%

not top 5LDO.MI5.3%

Held in common22.4%

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

SHLD vs WDEF Returns, Every Period

1Y

Global XSHLD

−6.6%

past year

WDEFWisdomTree

−5.4%

past year

SHLDWDEFFaded: behind in that period

0–2WDEF wins

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

SHLD vs WAR

YTD

Global XSHLD

−1.9%

WARUS Global

+18.5%

−1.9%Year to date+18.5%

−25.4%Worst drop · 1Y−25.2%

25.1%Volatility · 1Y37.2%

0.7%Yield10.8%

$6.6BAssets$31.0M

3–1WAR wins

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

Cost, Income and Risk

Fees: SHLD, WDEF, XDEF, WAR

Today

0.35%lowest, XDEF

FundExpense ratioFee$10k

XDEF0.35%$35

WDEF0.45%$45

SHLD0.50%$50

WAR0.60%$60

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

Yields: SHLD, WDEF, XDEF, WAR

1Y

10.79%highest, WAR

FundTrailing yieldYield$10k

WAR10.79%$1,079

XDEF1.62%$162

SHLD0.67%$67

WDEF0.07%$7

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

Income After Fees on $10,000

1Y

$1,019most kept, WAR

WAR$1,079 − $60 = $1,019

XDEF$162 − $35 = $127

SHLD$67 − $50 = $17

WDEF$7 − $45 = −$38

KeptFee

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

Overlap: SHLD, WDEF, XDEF, WAR

Today

70.0%most shared, WDEF and XDEF

SHLDWDEFXDEFWAR

SHLD—22.4%22.2%8.5%

WDEF22.4%—70.0%11.3%

XDEF22.2%70.0%—6.6%

WAR8.5%11.3%6.6%—

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

Return vs Bumpiness: 4 ETFs

1Y

+18.8%WAR, at 37.2% volatility

SHLDWorst drop−25.4%25.1% vol

WDEFWorst drop−23.9%30.3% vol

WARWorst drop−25.2%37.2% vol

XDEFWorst drop[…][…]

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

Paid More vs Made More

YTD

WARWDEF

+18.5%Year to date−0.4%

10.8%Yield0.1%

+18.8%Past year−5.4%

0.60%Fee0.45%

3–1WAR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

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

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