ARKX vs SHLD

AARKX

BSHLD

Measures won1–4SHLD wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.67%SHLD · $67 on $10k

Smallest drop−21.8%ARKX · worst fall in 1Y

Held in common12.4%ARKX and SHLD

ARKX

SHLD

ARK Space & Defense Innovation ETF · $737MGlobal X - Defense Tech ETF · $6.6B

+33.1%3 years · per year$23,588 · $25,691+37.0%

[…]5 years · per year[…]

0.75%Expense ratio$75 · $50 on $10k · lower wins0.50%

0.00%12-mo yield$0 · $67 on $10k0.67%

−21.8%Worst dropSmaller wins−25.4%

33.6%VolatilityLower wins25.1%

1–4SHLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsARKX · SHLD

7.8%LHX4.1%

3.8%PLTR11.0%

1.5%BWXT1.8%

1.2%LMT9.7%

Held in common12.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AARKX	ARK Space & Defense Innovation ETFRead Desk	0.75%	0.00%	+1.1%	+3.2%	−4.6%	+33.1%	new	−21.8%	$737M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.67%	−0.3%	−1.9%	−6.6%	+37.0%	new	−25.4%	$6.6B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AARKX	ARK Space & Defense Innovation ETFRead Desk	0.75%	0.00%	+1.1%	+3.2%	−4.6%	+33.1%	new	−21.8%	$737M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.67%	−0.3%	−1.9%	−6.6%	+37.0%	new	−25.4%	$6.6B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ARKX vs SHLD

ARKX

ARK Space & Defense Innovation

[…]

SHLD

Global X - Defense Tech

[…]

MeasureARKXSHLD

Fee0.75%0.50%

Cost on $10k a year$75$50

Yield0.00%0.67%

5 years, per year[…][…]

3 years, per year+33.1%+37.0%

Worst drop · 1Y−21.8%−25.4%

Volatility · 1Y33.6%25.1%

4–1measures won
SHLD first

12.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

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

Overlap: ARKX, SHLD, SMH

Today

12.4%most shared, ARKX and SHLD

ARKXSHLDSMH

ARKX—12.4%10.5%

SHLD12.4%—0.0%

SMH10.5%0.0%—

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

Income After Fees on $10,000

$17most kept, SHLD

SHLD$67 − $50 = $17

SMH$21 − $35 = −$14

ARKX$0 − $75 = −$75

KeptFee

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