Compare · 4 funds side by side · dividends reinvested

WDGF, SHLD, SMH and CIBR

WDGFWisdomTree×SHLDGlobal X×SMHVanEck×CIBRFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$38,820SMH · best of the four

02 / 04

WDGF, SHLD, SMH and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.9

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−1.9%−4.8%[…][…]−19.9%22.7%$5M2.3

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.40%+36.6%+26.6%+31.0%+13.5%−21.1%30.5%$16.8B2.5

Global X - Defense Tech ETFThematic · Defense & space0.50%0.69%−5.3%−10.5%+34.9%[…]−25.4%25.4%$6.6B2.9

Rank among the four1st → 4thFee, 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: WDGF 2025 · SHLD 2023 · SMH 2011 · 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 · $6.6B[…]

$10,000 five years ago, dividends reinvested · they hold 57.6% in common

WDGFMeasureSHLD

−1.9%Year to dateJan 1 → Nov 4−5.3%

−4.8%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%

0.05%Trailing 12-mo yield$5 · $69 a year on $10k0.69%

−19.9%Worst dropSmaller is better−25.4%

22.7%VolatilityLower is calmer25.4%

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

5–1WDGF wins

End-of-day Nov 4, 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 546.8%

WDGFStockSHLD

5.5%PLTR10.5%

5.9%LMT9.8%

not top 5RTX9.4%

5.2%GD8.9%

5.3%NOC8.1%

5.2%BA.Lnot top 5

Held in common57.6%

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

WDGF vs SHLD Returns, Every Period

WisdomTreeWDGF

−4.8%

past year

SHLDGlobal X

−10.5%

past year

WDGFSHLDFaded: behind in that period

2–0WDGF wins

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

WDGF vs SHLD

YTD

WisdomTreeWDGF

−1.9%

SHLDGlobal X

−5.3%

−1.9%Year to date−5.3%

−19.9%Worst drop · 1Y−25.4%

22.7%Volatility · 1Y25.4%

0.1%Yield0.7%

$5.4MAssets$6.6B

3–1WDGF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDGF, SHLD, SMH, CIBR

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

WDGF0.45%$45

SHLD0.50%$50

CIBR0.58%$58

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

Yields: WDGF, SHLD, SMH, CIBR

0.69%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.69%$69

CIBR0.40%$40

SMH0.22%$22

WDGF0.05%$5

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

Income After Fees on $10,000

$19most kept, SHLD

SHLD$69 − $50 = $19

SMH$22 − $35 = −$13

CIBR$40 − $58 = −$18

WDGF$5 − $45 = −$40

KeptFee

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

Overlap: WDGF, SHLD, SMH, CIBR

Today

57.6%most shared, WDGF and SHLD

WDGFSHLDSMHCIBR

WDGF—57.6%0.0%2.9%

SHLD57.6%—0.0%3.9%

SMH0.0%0.0%—5.8%

CIBR2.9%3.9%5.8%—

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

Return vs Bumpiness: 4 ETFs

+38.2%SMH, at 41.2% volatility

WDGFWorst drop−19.9%22.7% vol

SHLDWorst drop−25.4%25.4% vol

CIBRWorst drop−21.1%30.5% vol

SMHWorst drop−24.6%41.2% vol

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

Paid More vs Made More

YTD

SHLDSMH

−5.3%Year to date+40.0%

0.7%Yield0.2%

−10.5%Past year+38.2%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026