Compare · 3 funds side by side · dividends reinvested

WDGF, SHLD and CIBR

WDGFWisdomTree×SHLDGlobal X×CIBRFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,492CIBR · best of the three

02 / 04

WDGF, SHLD and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B1.8

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−6.8%−7.8%[…][…]−21.1%23.2%$5M1.8

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−10.1%−13.2%+32.1%[…]−25.4%25.8%$6.3B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: WDGF 2025 · SHLD 2023 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global Defense Fund · $5M[…]

WDGF

SHLD

Global X - Defense Tech ETF · $6.3B[…]

$10,000 five years ago, dividends reinvested · they hold 57.9% in common

WDGFMeasureSHLD

−6.8%Year to dateJan 1 → Nov 5−10.1%

−7.8%1 yearTotal return−13.2%

[…]3 years · per year$10,000 became […] · $23,074+32.1%

[…]5 years · per year[…]

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

0.05%Trailing 12-mo yield$5 · $73 a year on $10k0.73%

−21.1%Worst dropSmaller is better−25.4%

23.2%VolatilityLower is calmer25.8%

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

5–1WDGF wins

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

More Ways to See the Pairs

WDGF vs SHLD: Top 5 Holdings

Today

WDGF

27.1%in top 5

SHLD

in top 546.5%

WDGFStockSHLD

5.5%PLTR10.6%

not top 5RTX9.5%

5.9%LMT9.5%

5.2%GD9.0%

5.3%NOC8.0%

5.2%BA.Lnot top 5

Held in common57.9%

End-of-day Nov 5, 2026 · share of each fund

WDGF vs SHLD Returns, Every Period

WisdomTreeWDGF

−7.8%

past year

SHLDGlobal X

−13.2%

past year

WDGFSHLDFaded: behind in that period

2–0WDGF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

WDGF vs SHLD

YTD

WisdomTreeWDGF

−6.8%

SHLDGlobal X

−10.1%

−6.8%Year to date−10.1%

−21.1%Worst drop · 1Y−25.4%

23.2%Volatility · 1Y25.8%

0.1%Yield0.7%

$5.4MAssets$6.3B

3–1WDGF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDGF, SHLD, CIBR

Today

0.45%lowest, WDGF

FundExpense ratioFee$10k

WDGF0.45%$45

SHLD0.50%$50

CIBR0.58%$58

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WDGF, SHLD, CIBR

0.73%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.73%$73

CIBR0.43%$43

WDGF0.05%$5

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

CIBR$43 − $58 = −$15

WDGF$5 − $45 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WDGF, SHLD, CIBR

Today

57.9%most shared, WDGF and SHLD

WDGFSHLDCIBR

WDGF—57.9%2.8%

SHLD57.9%—3.8%

CIBR2.8%3.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.3%CIBR, at 31.1% volatility

WDGFWorst drop−21.1%23.2% vol

SHLDWorst drop−25.4%25.8% vol

CIBRWorst drop−20.6%31.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDCIBR

−10.1%Year to date+27.7%

0.7%Yield0.4%

−13.2%Past year+21.3%

0.50%Fee0.58%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026