ORBX vs SHLD

AORBX

BSHLD

Measures won0–1SHLD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%ORBX · $50 on $10k

Most income0.73%SHLD · $73 on $10k

Smallest drop−25.4%SHLD · worst fall in 1Y

Held in common0.7%ORBX and SHLD

ORBX

SHLD

Global X Space Tech ETF · $35MGlobal X - Defense Tech ETF · $6.5B

[…]3 years · per year[…] · $23,074+32.1%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $50 on $10k · lower wins0.50%

0.00%12-mo yield$0 · $73 on $10k0.73%

[…]Worst dropSmaller wins−25.4%

[…]VolatilityLower wins25.8%

0–1SHLD wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsORBX · SHLD

3.2%PL0.5%

1.2%YSS0.1%

1.3%BKSY0.1%

Held in common0.7%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AORBX	Global X Space Tech ETFRead Desk		0.50%	0.00%	−8.3%	new	new	new	new	[…]	$35M
2	BSHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.73%	−5.1%	−10.1%	−13.2%	+32.1%	new	−25.4%	$6.5B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AORBX	Global X Space Tech ETFRead Desk		0.50%	0.00%	−8.3%	new	new	new	new	[…]	$35M
2	BSHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.73%	−5.1%	−10.1%	−13.2%	+32.1%	new	−25.4%	$6.5B

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

Cards for this view

ORBX vs SHLD

ORBX

Global X Space Tech

[…]

SHLD

Global X - Defense Tech

[…]

MeasureORBXSHLD

Fee0.50%0.50%

Cost on $10k a year$50$50

Yield0.00%0.73%

5 years, per year[…][…]

3 years, per year[…]+32.1%

Worst drop · 1Y[…]−25.4%

Volatility · 1Y[…]25.8%

1–0measures won
SHLD first

0.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ORBX, SHLD

Today

0.7%most shared, ORBX and SHLD

ORBXSHLD

ORBX—0.7%

SHLD0.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

ORBX$0 − $50 = −$50

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee