Compare WDAF and SHLD

WDAF 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%$6.6B1.1

WisdomTree Asia Defense FundThematic · Defense & space0.45%0.15%−11.0%−18.8%[…][…]−34.6%34.8%$9M1.8

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: WDAF 2025 · SHLD 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree Asia Defense Fund · $9M[…]

WDAF

SHLD

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

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

WDAFMeasureSHLD

−11.0%Year to dateJan 1 → Nov 3−1.9%

−18.8%1 yearTotal return−6.6%

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

[…]5 years · per year[…]

0.45%Expense ratio$45 · $50 a year on $10k · lower is better0.50%

0.15%Trailing 12-mo yield$15 · $67 a year on $10k0.67%

−34.6%Worst dropSmaller is better−25.4%

34.8%VolatilityLower is calmer25.1%

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

1–5SHLD wins

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

More Ways to See the Pairs

WDAF vs SHLD: Top 5 Holdings

Today

WDAF

36.4%in top 5

SHLD

in top 546.9%

WDAFStockSHLD

not top 5PLTR11.0%

not top 5LMT9.7%

not top 5RTX9.2%

9.2%HAL.BOnot top 5

not top 5GD8.8%

8.6%BEL.BOnot top 5

not top 5NOC8.2%

6.9%047810.Knot top 5

6.1%012450.Knot top 5

5.8%064350.Knot top 5

Held in common4.8%

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

WDAF vs SHLD Returns, Every Period

1Y

WisdomTreeWDAF

−18.8%

past year

SHLDGlobal X

−6.6%

past year

WDAFSHLDFaded: behind in that period

0–2SHLD wins

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

WDAF vs SHLD

YTD

WisdomTreeWDAF

−11.0%

SHLDGlobal X

−1.9%

−11.0%Year to date−1.9%

−34.6%Worst drop · 1Y−25.4%

34.8%Volatility · 1Y25.1%

0.1%Yield0.7%

$8.8MAssets$6.6B

4–0SHLD wins

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

Cost, Income and Risk

Fees: WDAF, SHLD

Today

0.45%lowest, WDAF

FundExpense ratioFee$10k

WDAF0.45%$45

SHLD0.50%$50

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

Yields: WDAF, SHLD

1Y

0.67%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.67%$67

WDAF0.15%$15

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

Income After Fees on $10,000

1Y

$17most kept, SHLD

SHLD$67 − $50 = $17

WDAF$15 − $45 = −$30

KeptFee

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

Overlap: WDAF, SHLD

Today

4.8%most shared, WDAF and SHLD

WDAFSHLD

WDAF—4.8%

SHLD4.8%—

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

Return vs Bumpiness: 2 ETFs

1Y

−6.6%SHLD, at 25.1% volatility

SHLDWorst drop−25.4%25.1% vol

WDAFWorst drop−34.6%34.8% vol

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

Paid More vs Made More

YTD

SHLDWDAF

−1.9%Year to date−11.0%

0.7%Yield0.1%

−6.6%Past year−18.8%

0.50%Fee0.45%

3–1SHLD wins

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