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%0.69%−5.3%−10.5%+34.9%[…]−25.4%25.4%$6.5B1.1

WisdomTree Asia Defense FundThematic · Defense & space0.45%0.15%−9.1%−18.3%[…][…]−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 4, 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 · $6.5B[…]

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

WDAFMeasureSHLD

−9.1%Year to dateJan 1 → Nov 4−5.3%

−18.3%1 yearTotal return−10.5%

[…]3 years · per year$10,000 became […] · $24,562+34.9%

[…]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 · $69 a year on $10k0.69%

−34.6%Worst dropSmaller is better−25.4%

34.8%VolatilityLower is calmer25.4%

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

1–5SHLD wins

End-of-day Nov 4, 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 546.8%

WDAFStockSHLD

not top 5PLTR10.5%

not top 5LMT9.8%

not top 5RTX9.4%

9.2%HAL.BOnot top 5

not top 5GD8.9%

8.6%BEL.BOnot top 5

not top 5NOC8.1%

6.9%047810.Knot top 5

6.1%012450.Knot top 5

5.8%064350.Knot top 5

Held in common4.9%

End-of-day Nov 4, 2026 · share of each fund

WDAF vs SHLD Returns, Every Period

1Y

WisdomTreeWDAF

−18.3%

past year

SHLDGlobal X

−10.5%

past year

WDAFSHLDFaded: behind in that period

0–2SHLD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

WDAF vs SHLD

YTD

WisdomTreeWDAF

−9.1%

SHLDGlobal X

−5.3%

−9.1%Year to date−5.3%

−34.6%Worst drop · 1Y−25.4%

34.8%Volatility · 1Y25.4%

0.1%Yield0.7%

$8.8MAssets$6.5B

4–0SHLD wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: WDAF, SHLD

1Y

0.69%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.69%$69

WDAF0.15%$15

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$19most kept, SHLD

SHLD$69 − $50 = $19

WDAF$15 − $45 = −$30

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: WDAF, SHLD

Today

4.9%most shared, WDAF and SHLD

WDAFSHLD

WDAF—4.9%

SHLD4.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

−10.5%SHLD, at 25.4% volatility

SHLDWorst drop−25.4%25.4% vol

WDAFWorst drop−34.6%34.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDWDAF

−5.3%Year to date−9.1%

0.7%Yield0.1%

−10.5%Past year−18.3%

0.50%Fee0.45%

3–1SHLD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026