Compare · 3 funds side by side · dividends reinvested

WDGF, SHLD and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,624SMH · best of the three

Story of the three · IncomeMost incomeSHLD · 0.69% · $69 a year on $10k

Story of the three · RiskSmallest drop

WDGF, SHLD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$63.5B1.6

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−1.1%−0.2%[…][…]−21.1%23.6%$5M1.8

Global X - Defense Tech ETFThematic · Defense & space0.50%0.69%−4.8%−5.6%+32.9%[…]−25.4%26.1%$6.1B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: WDGF 2025 · SHLD 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree Global Defense Fund · $5M[…]

WDGF

SHLD

Global X - Defense Tech ETF · $6.1B[…]

$10,000 five years ago, dividends reinvested · they hold 56.8% in common

WDGFMeasure

More Ways to See the Pairs

WDGF vs SHLD: Top 5 Holdings

Today

WDGF

26.5%in top 5

SHLD

in top 546.9%

WDGFStockSHLD

5.1%PLTR10.6%

5.1%RTX9.5%

5.6%LMT9.5%

5.3%GD9.0%

5.4%

Cost, Income and Risk

Fees: WDGF, SHLD, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

WDGF0.45%$45

SHLD0.50%$50

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

Yields: WDGF, SHLD, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

+46.3%Year to date+34.3%

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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SHLD

−1.1%Year to dateJan 1 → Nov 10−4.8%

−0.2%1 yearTotal return−5.6%

[…]3 years · per year$10,000 became […] · $23,495+32.9%

[…]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%

−21.1%Worst dropSmaller is better−25.4%

23.6%VolatilityLower is calmer26.1%

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

5–1WDGF wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

NOC

8.3%

Held in common56.8%

End-of-day Nov 10, 2026 · share of each fund

WDGF vs SHLD Returns, Every Period

1Y

WisdomTreeWDGF

−0.2%

past year

SHLDGlobal X

−5.6%

past year

WDGFSHLDFaded: behind in that period

2–0WDGF wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

WDGF vs SHLD

YTD

WisdomTreeWDGF

−1.1%

SHLDGlobal X

−4.8%

−1.1%Year to date−4.8%

−21.1%Worst drop · 1Y−25.4%

23.6%Volatility · 1Y26.1%

0.0%Yield0.7%

$5.0MAssets$6.1B

3–1WDGF wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

0.69%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.69%$69

SMH0.23%$23

WDGF0.05%$5

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$19most kept, SHLD

SHLD$69 − $50 = $19

SMH$23 − $35 = −$12

WDGF$5 − $45 = −$40

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: WDGF, SHLD, SMH

Today

56.8%most shared, WDGF and SHLD

WDGFSHLDSMH

WDGF—56.8%0.0%

SHLD56.8%—0.0%

SMH0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.4%SMH, at 43.1% volatility

WDGFWorst drop−21.1%23.6% vol

SHLDWorst drop−25.4%26.1% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDSMH

−4.8%Year to date+34.3%

0.7%Yield0.2%

−5.6%Past year+39.4%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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WDGF, SHLD and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three