Compare · 2 funds side by side · dividends reinvested

UFO and SHLD

UFOProcuream×SHLDGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,505UFO · best of the two

02 / 04

UFO and SHLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Defense Tech ETFThematic · Defense & space0.50%0.67%−1.9%−6.6%+37.0%[…]−25.4%25.1%$6.6B1.4

Procure Space ETFThematic · Defense & space0.75%0.38%+5.1%+8.0%+40.5%+7.7%−42.0%40.9%$449M1.5

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: UFO 2019 · SHLD 2023

Head to Head

Swap sides Versus in desk

Head to Head

Procure Space ETF · $449M$14,505

UFO

SHLD

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

$10,000 five years ago, dividends reinvested · they hold 13.8% in common

UFOMeasureSHLD

+5.1%Year to dateJan 1 → Nov 3−1.9%

+8.0%1 yearTotal return−6.6%

+40.5%3 years · per year$10,000 became $27,750 · $25,691+37.0%

+7.7%5 years · per year$10,000 became $14,505 · […][…]

0.75%Expense ratio$75 · $50 a year on $10k · lower is better0.50%

0.38%Trailing 12-mo yield$38 · $67 a year on $10k0.67%

−42.0%Worst dropSmaller is better−25.4%

40.9%VolatilityLower is calmer25.1%

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

3–4SHLD wins

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

More Ways to See the Pairs

UFO vs SHLD: Top 5 Holdings

Today

UFO

36.5%in top 5

SHLD

in top 546.9%

UFOStockSHLD

14.7%SPCXnot top 5

not top 5PLTR11.0%

not top 5LMT9.7%

not top 5RTX9.2%

not top 5GD8.8%

not top 5NOC8.2%

5.9%TRMBnot top 5

5.5%ECHOnot top 5

5.2%SIRInot top 5

5.2%GRMNnot top 5

Held in common13.8%

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

UFO vs SHLD Returns, Every Period

ProcureamUFO

+8.0%

past year

SHLDGlobal X

−6.6%

past year

UFOSHLDFaded: behind in that period

3–0UFO wins

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

UFO vs SHLD

YTD

ProcureamUFO

+5.1%

SHLDGlobal X

−1.9%

+5.1%Year to date−1.9%

−42.0%Worst drop · 1Y−25.4%

40.9%Volatility · 1Y25.1%

0.4%Yield0.7%

$449MAssets$6.6B

3–1SHLD wins

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

Cost, Income and Risk

Fees: UFO, SHLD

Today

0.50%lowest, SHLD

FundExpense ratioFee$10k

SHLD0.50%$50

UFO0.75%$75

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

Yields: UFO, SHLD

0.67%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.67%$67

UFO0.38%$38

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

Income After Fees on $10,000

$17most kept, SHLD

SHLD$67 − $50 = $17

UFO$38 − $75 = −$37

KeptFee

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

Overlap: UFO, SHLD

Today

13.8%most shared, UFO and SHLD

UFOSHLD

UFO—13.8%

SHLD13.8%—

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

Return vs Bumpiness: 2 ETFs

+8.0%UFO, at 40.9% volatility

SHLDWorst drop−25.4%25.1% vol

UFOWorst drop−42.0%40.9% vol

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

Paid More vs Made More

YTD

SHLDUFO

−1.9%Year to date+5.1%

0.7%Yield0.4%

−6.6%Past year+8.0%

0.50%Fee0.75%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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