Compare · 2 funds side by side · dividends reinvested

XAR and SHLD

XARSPDR×SHLDGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,789XAR · best of the two

02 / 04

XAR and SHLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Defense Tech ETFThematic · Defense & space0.50%0.67%−1.9%−6.6%+37.0%[…]−25.4%25.1%$6.6B1.3

State Street SPDR S&P Aerospace & Defense ETFThematic · Defense & space0.35%0.18%−2.9%−5.7%+28.4%+14.6%−26.6%29.6%$5.2B1.6

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: XAR 2011 · SHLD 2023

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Aerospace & Defense ETF · $5.2B$19,789

XAR

SHLD

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

$10,000 five years ago, dividends reinvested · they hold 23.4% in common

XARMeasureSHLD

−2.9%Year to dateJan 1 → Nov 3−1.9%

−5.7%1 yearTotal return−6.6%

+28.4%3 years · per year$10,000 became $21,173 · $25,691+37.0%

+14.6%5 years · per year$10,000 became $19,789 · […][…]

0.35%Expense ratio$35 · $50 a year on $10k · lower is better0.50%

0.18%Trailing 12-mo yield$18 · $67 a year on $10k0.67%

−26.6%Worst dropSmaller is better−25.4%

29.6%VolatilityLower is calmer25.1%

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

2–5SHLD wins

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

More Ways to See the Pairs

XAR vs SHLD: Top 5 Holdings

Today

XAR

16.7%in top 5

SHLD

in top 546.9%

XARStockSHLD

not top 5PLTR11.0%

3.6%LMT9.7%

not top 5RTX9.2%

not top 5GD8.8%

3.2%NOC8.2%

3.3%HIInot top 5

3.3%LHXnot top 5

3.2%TXTnot top 5

Held in common23.4%

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

XAR vs SHLD Returns, Every Period

SPDRXAR

−5.7%

past year

SHLDGlobal X

−6.6%

past year

XARSHLDFaded: behind in that period

1–2SHLD wins

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

XAR vs SHLD

YTD

SPDRXAR

−2.9%

SHLDGlobal X

−1.9%

−2.9%Year to date−1.9%

−26.6%Worst drop · 1Y−25.4%

29.6%Volatility · 1Y25.1%

0.2%Yield0.7%

$5.2BAssets$6.6B

4–0SHLD wins

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

Cost, Income and Risk

Fees: XAR, SHLD

Today

0.35%lowest, XAR

FundExpense ratioFee$10k

XAR0.35%$35

SHLD0.50%$50

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

Yields: XAR, SHLD

0.67%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.67%$67

XAR0.18%$18

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

Income After Fees on $10,000

$17most kept, SHLD

SHLD$67 − $50 = $17

XAR$18 − $35 = −$17

KeptFee

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

Overlap: XAR, SHLD

Today

23.4%most shared, XAR and SHLD

XARSHLD

XAR—23.4%

SHLD23.4%—

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

Return vs Bumpiness: 2 ETFs

−5.7%XAR, at 29.6% volatility

SHLDWorst drop−25.4%25.1% vol

XARWorst drop−26.6%29.6% vol

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

Paid More vs Made More

YTD

SHLDXAR

−1.9%Year to date−2.9%

0.7%Yield0.2%

−6.6%Past year−5.7%

0.50%Fee0.35%

2–2level

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