Compare WDEF and SHLD

WDEF and SHLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Europe Defense FundThematic · Defense & space0.45%0.07%−0.4%−5.4%[…][…]−23.9%30.3%$84M1.3

Global X - Defense Tech ETFThematic · Defense & space0.50%0.67%−1.9%−6.6%+37.0%[…]−25.4%25.1%$6.6B1.6

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: WDEF 2025 · SHLD 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree Europe Defense Fund · $84M[…]

WDEF

SHLD

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

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

WDEFMeasureSHLD

−0.4%Year to dateJan 1 → Nov 3−1.9%

−5.4%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%

0.07%Trailing 12-mo yield$7 · $67 a year on $10k0.67%

−23.9%Worst dropSmaller is better−25.4%

30.3%VolatilityLower is calmer25.1%

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

4–2WDEF wins

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

More Ways to See the Pairs

WDEF vs SHLD: Top 5 Holdings

Today

WDEF

41.4%in top 5

SHLD

in top 546.9%

WDEFStockSHLD

not top 5PLTR11.0%

10.4%BA.Lnot top 5

9.8%HO.PAnot top 5

not top 5LMT9.7%

9.6%RHM.DEnot top 5

not top 5RTX9.2%

not top 5GD8.8%

not top 5NOC8.2%

6.2%SAABB.STnot top 5

5.3%LDO.MInot top 5

Held in common22.4%

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

WDEF vs SHLD Returns, Every Period

1Y

WisdomTreeWDEF

−5.4%

past year

SHLDGlobal X

−6.6%

past year

WDEFSHLDFaded: behind in that period

2–0WDEF wins

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

WDEF vs SHLD

YTD

WisdomTreeWDEF

−0.4%

SHLDGlobal X

−1.9%

−0.4%Year to date−1.9%

−23.9%Worst drop · 1Y−25.4%

30.3%Volatility · 1Y25.1%

0.1%Yield0.7%

$83.9MAssets$6.6B

2–2level

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

Cost, Income and Risk

Fees: WDEF, SHLD

Today

0.45%lowest, WDEF

FundExpense ratioFee$10k

WDEF0.45%$45

SHLD0.50%$50

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

Yields: WDEF, SHLD

1Y

0.67%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.67%$67

WDEF0.07%$7

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

Income After Fees on $10,000

1Y

$17most kept, SHLD

SHLD$67 − $50 = $17

WDEF$7 − $45 = −$38

KeptFee

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

Overlap: WDEF, SHLD

Today

22.4%most shared, WDEF and SHLD

WDEFSHLD

WDEF—22.4%

SHLD22.4%—

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

Return vs Bumpiness: 2 ETFs

1Y

−5.4%WDEF, at 30.3% volatility

SHLDWorst drop−25.4%25.1% vol

WDEFWorst drop−23.9%30.3% vol

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

Paid More vs Made More

YTD

SHLDWDEF

−1.9%Year to date−0.4%

0.7%Yield0.1%

−6.6%Past year−5.4%

0.50%Fee0.45%

3–1WDEF 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