FSPC vs SHLD

AFSPC

BSHLD

Measures won0–2SHLD wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.69%SHLD · $69 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common31.2%FSPC and SHLD

FSPC

SHLD

First Trust Bloomberg Space Economy ETF · $2MGlobal X - Defense Tech ETF · $6.5B

[…]3 years · per year[…] · $24,562+34.9%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $50 on $10k · lower wins0.50%

0.00%12-mo yield$0 · $69 on $10k0.69%

[…]Worst dropSmaller wins−25.4%

[…]VolatilityLower wins25.4%

0–2SHLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSPC · SHLD

5.5%NOC8.1%

5.6%LHX4.1%

4.0%LMT9.8%

4.9%HO.PA3.5%

Held in common31.2%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AFSPC	First Trust Bloomberg Space Economy ETFRead Desk	0.65%	0.00%	−2.6%	new	new	new	new	[…]	$2M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.69%	−3.5%	−5.3%	−10.5%	+34.9%	new	−25.4%	$6.5B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AFSPC	First Trust Bloomberg Space Economy ETFRead Desk	0.65%	0.00%	−2.6%	new	new	new	new	[…]	$2M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.69%	−3.5%	−5.3%	−10.5%	+34.9%	new	−25.4%	$6.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSPC vs SHLD

FSPC

First Trust Bloomberg Space Economy

[…]

SHLD

Global X - Defense Tech

[…]

MeasureFSPCSHLD

Fee0.65%0.50%

Cost on $10k a year$65$50

Yield0.00%0.69%

5 years, per year[…][…]

3 years, per year[…]+34.9%

Worst drop · 1Y[…]−25.4%

Volatility · 1Y[…]25.4%

2–0measures won
SHLD first

31.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FSPC, SHLD, SMH

Today

31.2%most shared, FSPC and SHLD

FSPCSHLDSMH

FSPC—31.2%0.0%

SHLD31.2%—0.0%

SMH0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$19most kept, SHLD

SHLD$69 − $50 = $19

SMH$22 − $35 = −$13

FSPC$0 − $65 = −$65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee