SHLD vs WDEF

ASHLD

BWDEF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.45%WDEF · $45 on $10k

Most income0.73%SHLD · $73 on $10k

Smallest drop−23.9%WDEF · worst fall in 1Y

Held in common22.7%SHLD and WDEF

SHLD

WDEF

Global X - Defense Tech ETF · $5.9BWisdomTree Europe Defense Fund · $82M

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

[…]5 years · per year[…]

0.50%Expense ratio$50 · $45 on $10k · lower wins0.45%

0.73%12-mo yield$73 · $8 on $10k0.08%

−25.4%Worst dropSmaller wins−23.9%

25.8%VolatilityLower wins30.7%

2–2Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsSHLD · WDEF

4.7%BA.L10.4%

3.7%HO.PA9.8%

3.6%LDO.MI5.3%

3.3%RHM.DE9.6%

Held in common22.7%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ASHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$5.9B
2	BWDEF	WisdomTree Europe Defense FundRead Desk		0.45%	0.08%	−2.0%	−7.9%	−11.2%	new	new	−23.9%	$82M

End-of-day Nov 6, 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%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$5.9B
2	BWDEF	WisdomTree Europe Defense FundRead Desk		0.45%	0.08%	−2.0%	−7.9%	−11.2%	new	new	−23.9%	$82M

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 WDEF

SHLD

Global X - Defense Tech

[…]

WDEF

WisdomTree Europe Defense Fund

[…]

MeasureSHLDWDEF

Fee0.50%0.45%

Cost on $10k a year$50$45

Yield0.73%0.08%

5 years, per year[…][…]

3 years, per year+31.9%[…]

Worst drop · 1Y−25.4%−23.9%

Volatility · 1Y25.8%30.7%

2–2measures won
level

22.7%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SHLD, WDEF

Today

22.7%most shared, SHLD and WDEF

SHLDWDEF

SHLD—22.7%

WDEF22.7%—

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

WDEF$8 − $45 = −$37

KeptFee

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