SHLD vs MARS

ASHLD

BMARS

Measures won2–0SHLD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%SHLD · $50 on $10k

Most income0.67%SHLD · $67 on $10k

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

Held in common0.9%SHLD and MARS

SHLD

MARS

Global X - Defense Tech ETF · $6.6BRoundhill ETF Trust - Roundhill Space & Technology ETF · $39M

+37.0%3 years · per year$25,691 · […][…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $75 on $10k · lower wins0.75%

0.67%12-mo yield$67 · $0 on $10k0.00%

−25.4%Worst dropSmaller wins[…]

25.1%VolatilityLower wins[…]

2–0SHLD wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsSHLD · MARS

0.6%PL3.3%

0.2%VOYG1.7%

0.1%YSS1.3%

0.1%BKSY1.2%

Held in common0.9%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ASHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.67%	−0.3%	−1.9%	−6.6%	+37.0%	new	−25.4%	$6.6B
2	BMARS	Roundhill ETF Trust - Roundhill Space & Technology ETFRead Desk		0.75%	0.00%	+2.6%	new	new	new	new	[…]	$39M

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ASHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.67%	−0.3%	−1.9%	−6.6%	+37.0%	new	−25.4%	$6.6B
2	BMARS	Roundhill ETF Trust - Roundhill Space & Technology ETFRead Desk		0.75%	0.00%	+2.6%	new	new	new	new	[…]	$39M

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

SHLD vs MARS

SHLD

Global X - Defense Tech

[…]

MARS

Roundhill ETF Trust - Roundhill Space & Technology

[…]

MeasureSHLDMARS

Fee0.50%0.75%

Cost on $10k a year$50$75

Yield0.67%0.00%

5 years, per year[…][…]

3 years, per year+37.0%[…]

Worst drop · 1Y−25.4%[…]

Volatility · 1Y25.1%[…]

2–0measures won
SHLD first

0.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SHLD, MARS

Today

0.9%most shared, SHLD and MARS

SHLDMARS

SHLD—0.9%

MARS0.9%—

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

MARS$0 − $75 = −$75

KeptFee

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