Compare WDGF and SHLD

WDGF and SHLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%+0.6%−1.9%[…][…]−19.9%22.6%$5M1.2

Global X - Defense Tech ETFThematic · Defense & space0.50%0.67%−1.9%−6.6%+37.0%[…]−25.4%25.1%$6.6B1.7

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: WDGF 2025 · SHLD 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree Global Defense Fund · $5M[…]

WDGF

SHLD

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

$10,000 five years ago, dividends reinvested · they hold 57.7% in common

WDGFMeasureSHLD

+0.6%Year to dateJan 1 → Nov 3−1.9%

−1.9%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%

0.05%Trailing 12-mo yield$5 · $67 a year on $10k0.67%

−19.9%Worst dropSmaller is better−25.4%

22.6%VolatilityLower is calmer25.1%

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

5–1WDGF wins

End-of-day Nov 3, 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 546.9%

WDGFStockSHLD

5.5%PLTR11.0%

5.9%LMT9.7%

not top 5RTX9.2%

5.2%GD8.8%

5.3%NOC8.2%

5.2%BA.Lnot top 5

Held in common57.7%

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

WDGF vs SHLD Returns, Every Period

1Y

WisdomTreeWDGF

−1.9%

past year

SHLDGlobal X

−6.6%

past year

WDGFSHLDFaded: behind in that period

2–0WDGF wins

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

WDGF vs SHLD

YTD

WisdomTreeWDGF

+0.6%

SHLDGlobal X

−1.9%

+0.6%Year to date−1.9%

−19.9%Worst drop · 1Y−25.4%

22.6%Volatility · 1Y25.1%

0.0%Yield0.7%

$5.4MAssets$6.6B

3–1WDGF wins

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

Cost, Income and Risk

Fees: WDGF, SHLD

Today

0.45%lowest, WDGF

FundExpense ratioFee$10k

WDGF0.45%$45

SHLD0.50%$50

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

Yields: WDGF, SHLD

1Y

0.67%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.67%$67

WDGF0.05%$5

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

Income After Fees on $10,000

1Y

$17most kept, SHLD

SHLD$67 − $50 = $17

WDGF$5 − $45 = −$40

KeptFee

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

Overlap: WDGF, SHLD

Today

57.7%most shared, WDGF and SHLD

WDGFSHLD

WDGF—57.7%

SHLD57.7%—

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

Return vs Bumpiness: 2 ETFs

1Y

−1.9%WDGF, at 22.6% volatility

WDGFWorst drop−19.9%22.6% vol

SHLDWorst drop−25.4%25.1% vol

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

Paid More vs Made More

YTD

SHLDWDGF

−1.9%Year to date+0.6%

0.7%Yield0.0%

−6.6%Past year−1.9%

0.50%Fee0.45%

3–1WDGF 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