Compare · 3 funds side by side · dividends reinvested

XAR, SHLD and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

XAR, SHLD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.6

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−9.9%−11.6%+31.9%[…]−25.4%25.8%$6.3B2.0

State Street SPDR S&P Aerospace & Defense ETFThematic · Defense & space0.35%0.19%−7.0%−5.9%+25.1%+14.0%−27.8%30.5%$5.1B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: XAR 2011 · SHLD 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Aerospace & Defense ETF · $5.1B$19,247

XAR

SHLD

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

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

XARMeasureSHLD

−7.0%Year to dateJan 1 → Nov 6−9.9%

−5.9%1 yearTotal return−11.6%

+25.1%3 years · per year$10,000 became $19,591 · $22,922+31.9%

+14.0%5 years · per year$10,000 became $19,247 · […][…]

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

0.19%Trailing 12-mo yield$19 · $73 a year on $10k0.73%

−27.8%Worst dropSmaller is better−25.4%

30.5%VolatilityLower is calmer25.8%

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

3–4SHLD wins

End-of-day Nov 6, 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

17.2%in top 5

SHLD

in top 546.9%

XARStockSHLD

not top 5PLTR10.1%

not top 5RTX9.6%

3.6%LMT9.6%

not top 5GD9.2%

not top 5NOC8.4%

3.5%TXTnot top 5

3.4%TDGnot top 5

3.4%HEInot top 5

3.4%LHXnot top 5

Held in common23.4%

End-of-day Nov 6, 2026 · share of each fund

XAR vs SHLD Returns, Every Period

SPDRXAR

−5.9%

past year

SHLDGlobal X

−11.6%

past year

XARSHLDFaded: behind in that period

2–1XAR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XAR vs SHLD

YTD

SPDRXAR

−7.0%

SHLDGlobal X

−9.9%

−7.0%Year to date−9.9%

−27.8%Worst drop · 1Y−25.4%

30.5%Volatility · 1Y25.8%

0.2%Yield0.7%

$5.1BAssets$6.3B

3–1SHLD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XAR, SHLD, SMH

Today

0.35%lowest, XAR

FundExpense ratioFee$10k

XAR0.35%$35

SMH0.35%$35

SHLD0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XAR, SHLD, SMH

0.73%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.73%$73

SMH0.24%$24

XAR0.19%$19

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

SMH$24 − $35 = −$11

XAR$19 − $35 = −$16

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XAR, SHLD, SMH

Today

23.4%most shared, XAR and SHLD

XARSHLDSMH

XAR—23.4%0.0%

SHLD23.4%—0.0%

SMH0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

SHLDWorst drop−25.4%25.8% vol

XARWorst drop−27.8%30.5% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDSMH

−9.9%Year to date+28.8%

0.7%Yield0.2%

−11.6%Past year+29.5%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026