KDEF vs SHLD

AKDEF

BSHLD

Measures won1–3SHLD wins · of 6 · 5Y

$10,000 · 5Y$17,956CIBR

Lowest cost0.50%SHLD · $50 on $10k

Most income9.90%KDEF · $990 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common4.4%KDEF and SHLD

KDEF

SHLD

PLUS Korea Defense Industry Index ETF · $79MGlobal X - Defense Tech ETF · $5.9B

[…]3 years · per year[…] · $23,450+32.9%

[…]5 years · per year[…]

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

9.90%12-mo yield$990 · $70 on $10k0.70%

−56.7%Worst dropSmaller wins−25.4%

56.5%VolatilityLower wins26.1%

1–3SHLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKDEF · SHLD

18.9%012450.KS2.6%

6.9%047810.KS0.8%

5.6%079550.KS0.5%

3.9%272210.KS0.5%

Held in common4.4%

End-of-day Nov 9, 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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
2	AKDEF	PLUS Korea Defense Industry Index ETFRead Desk	0.65%	9.90%	+5.1%	−31.8%	−27.3%	new	new	−56.7%	$79M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.70%	+4.6%	−5.7%	−5.8%	+32.9%	new	−25.4%	$5.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
2	AKDEF	PLUS Korea Defense Industry Index ETFRead Desk	0.65%	9.90%	+5.1%	−31.8%	−27.3%	new	new	−56.7%	$79M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.70%	+4.6%	−5.7%	−5.8%	+32.9%	new	−25.4%	$5.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KDEF vs SHLD

KDEF

PLUS Korea Defense Industry Index

[…]

SHLD

Global X - Defense Tech

[…]

MeasureKDEFSHLD

Fee0.65%0.50%

Cost on $10k a year$65$50

Yield9.90%0.70%

5 years, per year[…][…]

3 years, per year[…]+32.9%

Worst drop · 1Y−56.7%−25.4%

Volatility · 1Y56.5%26.1%

3–1measures won
SHLD first

4.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: KDEF, SHLD, CIBR

Today

4.4%most shared, KDEF and SHLD

KDEFSHLDCIBR

KDEF—4.4%0.0%

SHLD4.4%—4.0%

CIBR0.0%4.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$925most kept, KDEF

KDEF$990 − $65 = $925

SHLD$70 − $50 = $20

CIBR$42 − $58 = −$16

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee