SHLD vs WDEF5YSHLDSHLDAvsBWDEFWDEFGlobal X - Defense Tech ETF · $6.1BWisdomTree Europe Defense Fund · $76MReturns · dividends in+32.9%3 years · per year$23,495 · […][…][…]5 years · per year[…]Cost and income0.50%Expense ratio$50 · $45 on $10k · lower wins0.45%0.69%12-mo yield$69 · $7 on $10k0.07%Risk · 1 year
$10,000 in SHLD, WDEF, SMH5Y$10k startSMH $35.6kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: SHLD, WDEF, SMHToday22.1%most shared, SHLD and WDEFSHLDWDEFSMHSHLD—22.1%0.0%WDEF22.1%—0.0%SMH0.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SHLD vs WDEF5YASHLDGlobal X - Defense Tech[…]vsWDEFBWisdomTree Europe Defense Fund[…]MeasureSHLDWDEFFee0.50%0.45%Cost on $10k a year$50$45Yield0.69%0.07%5 years, per year[…][…]3 years, per year+32.9%[…]Worst drop · 1Y−25.4%−23.9%Volatility · 1Y26.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SMHVanEck Semiconductor ETFReadDesk0.35%0.23%−0.8%+34.3%+39.4%+48.6%+28.9%−33.1%$63.5B2ASHLDGlobal X - Defense Tech ETFReadDesk0.50%0.69%+1.0%−4.8%−5.6%+32.9%new−25.4%$6.1B3BWDEFWisdomTree Europe Defense FundReadDesk0.45%0.07%+0.6%−2.1%−6.0%newnew−23.9%$76MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SMHVanEck Semiconductor ETFReadDesk0.35%0.23%−0.8%+34.3%+39.4%+48.6%+28.9%−33.1%$63.5B2ASHLDGlobal X - Defense Tech ETFReadDesk0.50%0.69%+1.0%−4.8%−5.6%+32.9%new−25.4%$6.1B3BWDEFWisdomTree Europe Defense FundReadDesk0.45%0.07%+0.6%−2.1%−6.0%newnew−23.9%$76MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SOXX vs SMHYTDiSharesSOXXiSA+46.3%vsBVESMHVanEck+34.3%Jan 1Nov 10+46.3%+34.3%+46.3%Year to date+34.3%0.33% · $33Fee · on $10k a year0.35% · $35$41.4BAssets$63.5B2–0SOXX winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: SHLD, WDEF, SMHToday22.1%most shared, SHLD and WDEFSHLDWDEFSMHSHLD—22.1%0.0%WDEF22.1%—0.0%SMH0.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$19most kept, SHLDSHLD$69 − $50 = $19SMH$23 − $35 = −$12WDEF$7 − $45 = −$38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee