Compare · 4 funds side by side · dividends reinvested

WAR, SHLD, CIBR and SMH

WARUS Global×SHLDGlobal X×CIBRFirst Trust×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

WAR, SHLD, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.0

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B2.3

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−9.9%−11.6%+31.9%[…]−25.4%25.8%$5.9B2.4

U.S. Global Technology and Aerospace & Defense ETFThematic · Defense & space0.60%12.14%+5.4%+7.7%[…][…]−35.1%39.1%$31M3.0

Rank among the four1st → 4thFee, 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: WAR 2024 · SHLD 2023 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Global Technology and Aerospace & Defense ETF · $31M[…]

WAR

SHLD

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

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

WARMeasureSHLD

+5.4%Year to dateJan 1 → Nov 6−9.9%

+7.7%1 yearTotal return−11.6%

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

[…]5 years · per year[…]

0.60%Expense ratio$60 · $50 a year on $10k · lower is better0.50%

12.14%Trailing 12-mo yield$1,214 · $73 a year on $10k0.73%

−35.1%Worst dropSmaller is better−25.4%

39.1%VolatilityLower is calmer25.8%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WAR vs SHLD: Top 5 Holdings

Today

WAR

33.9%in top 5

SHLD

in top 546.9%

WARStockSHLD

not top 5PLTR10.1%

not top 5RTX9.6%

not top 5LMT9.6%

not top 5GD9.2%

not top 5NOC8.4%

7.5%AVAVnot top 5

7.3%MUnot top 5

6.7%DRO.AXnot top 5

6.6%RHM.DEnot top 5

5.9%AXTInot top 5

Held in common7.9%

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

WAR vs SHLD Returns, Every Period

US GlobalWAR

+7.7%

past year

SHLDGlobal X

−11.6%

past year

WARSHLDFaded: behind in that period

2–0WAR wins

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

WAR vs SHLD

YTD

US GlobalWAR

+5.4%

SHLDGlobal X

−9.9%

+5.4%Year to date−9.9%

−35.1%Worst drop · 1Y−25.4%

39.1%Volatility · 1Y25.8%

12.1%Yield0.7%

$31.0MAssets$5.9B

2–2level

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

Cost, Income and Risk

Fees: WAR, SHLD, CIBR, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

SHLD0.50%$50

CIBR0.58%$58

WAR0.60%$60

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

Yields: WAR, SHLD, CIBR, SMH

12.14%highest, WAR

FundTrailing yieldYield$10k

WAR12.14%$1,214

SHLD0.73%$73

CIBR0.43%$43

SMH0.24%$24

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

Income After Fees on $10,000

$1,154most kept, WAR

WAR$1,214 − $60 = $1,154

SHLD$73 − $50 = $23

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

KeptFee

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

Overlap: WAR, SHLD, CIBR, SMH

Today

9.9%most shared, WAR and SMH

WARSHLDCIBRSMH

WAR—7.9%6.8%9.9%

SHLD7.9%—4.1%0.0%

CIBR6.8%4.1%—5.9%

SMH9.9%0.0%5.9%—

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

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

SHLDWorst drop−25.4%25.8% vol

CIBRWorst drop−20.6%31.1% vol

WARWorst drop−35.1%39.1% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

WARSMH

+5.4%Year to date+28.8%

12.1%Yield0.2%

+7.7%Past year+29.5%

0.60%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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