WAR vs SHLD

AWAR

BSHLD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%SHLD · $50 on $10k

Most income10.79%WAR · $1,079 on $10k

Smallest drop−25.2%WAR · worst fall in 1Y

Held in common8.5%WAR and SHLD

WAR

SHLD

U.S. Global Technology and Aerospace & Defense ETF · $31MGlobal X - Defense Tech ETF · $6.6B

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

[…]5 years · per year[…]

0.60%Expense ratio$60 · $50 on $10k · lower wins0.50%

10.79%12-mo yield$1,079 · $67 on $10k0.67%

−25.2%Worst dropSmaller wins−25.4%

37.2%VolatilityLower wins25.1%

2–2Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsWAR · SHLD

6.6%RHM.DE3.7%

3.3%PLTR11.0%

7.5%AVAV0.7%

3.8%KRMN0.6%

Held in common8.5%

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	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk		0.60%	10.79%	+1.6%	+18.5%	+18.8%	new	new	−25.2%	$31M
2	BSHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.67%	−0.3%	−1.9%	−6.6%	+37.0%	new	−25.4%	$6.6B

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	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk		0.60%	10.79%	+1.6%	+18.5%	+18.8%	new	new	−25.2%	$31M
2	BSHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.67%	−0.3%	−1.9%	−6.6%	+37.0%	new	−25.4%	$6.6B

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

WAR vs SHLD

WAR

U.S. Global Technology and Aerospace & Defense

[…]

SHLD

Global X - Defense Tech

[…]

MeasureWARSHLD

Fee0.60%0.50%

Cost on $10k a year$60$50

Yield10.79%0.67%

5 years, per year[…][…]

3 years, per year[…]+37.0%

Worst drop · 1Y−25.2%−25.4%

Volatility · 1Y37.2%25.1%

2–2measures won
level

8.5%

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: WAR, SHLD

Today

8.5%most shared, WAR and SHLD

WARSHLD

WAR—8.5%

SHLD8.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,019most kept, WAR

WAR$1,079 − $60 = $1,019

SHLD$67 − $50 = $17

KeptFee

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