SHLD vs MARS

ASHLD

BMARS

Measures won2–0SHLD wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.73%SHLD · $73 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 · $6.3BRoundhill ETF Trust - Roundhill Space & Technology ETF · $36M

+31.9%3 years · per year$22,922 · […][…]

[…]5 years · per year[…]

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

0.73%12-mo yield$73 · $0 on $10k0.00%

−25.4%Worst dropSmaller wins[…]

25.8%VolatilityLower wins[…]

2–0SHLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHLD · MARS

0.5%PL3.2%

0.2%VOYG1.5%

0.1%BKSY1.5%

0.1%YSS1.3%

Held in common0.9%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	ASHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$6.3B
3	BMARS	Roundhill ETF Trust - Roundhill Space & Technology ETFRead Desk	0.75%	0.00%	+8.7%	new	new	new	new	[…]	$36M

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	ASHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$6.3B
3	BMARS	Roundhill ETF Trust - Roundhill Space & Technology ETFRead Desk	0.75%	0.00%	+8.7%	new	new	new	new	[…]	$36M

End-of-day Nov 6, 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

Yield0.73%0.00%

5 years, per year[…][…]

3 years, per year+31.9%[…]

Worst drop · 1Y−25.4%[…]

Volatility · 1Y25.8%[…]

2–0measures won
SHLD first

0.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SHLD, MARS, SMH

Today

0.9%most shared, SHLD and MARS

SHLDMARSSMH

SHLD—0.9%0.0%

MARS0.9%—0.0%

SMH0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

SMH$24 − $35 = −$11

MARS$0 − $75 = −$75

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee