WAR vs SHLD

AWAR

BSHLD

Measures won1–3SHLD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income12.63%WAR · $1,263 on $10k

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

Held in common8.4%WAR and SHLD

WAR

SHLD

U.S. Global Technology and Aerospace & Defense ETF · $31MGlobal X - Defense Tech ETF · $6.5B

[…]3 years · per year[…] · $23,074+32.1%

[…]5 years · per year[…]

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

12.63%12-mo yield$1,263 · $73 on $10k0.73%

−35.1%Worst dropSmaller wins−25.4%

38.9%VolatilityLower wins25.8%

1–3SHLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWAR · SHLD

6.6%RHM.DE3.8%

3.3%PLTR10.6%

7.5%AVAV0.7%

3.8%KRMN0.5%

Held in common8.4%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk	0.60%	12.63%	−10.2%	+1.3%	+3.4%	new	new	−35.1%	$31M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	−5.1%	−10.1%	−13.2%	+32.1%	new	−25.4%	$6.5B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk	0.60%	12.63%	−10.2%	+1.3%	+3.4%	new	new	−35.1%	$31M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	−5.1%	−10.1%	−13.2%	+32.1%	new	−25.4%	$6.5B

End-of-day Nov 5, 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

Yield12.63%0.73%

5 years, per year[…][…]

3 years, per year[…]+32.1%

Worst drop · 1Y−35.1%−25.4%

Volatility · 1Y38.9%25.8%

3–1measures won
SHLD first

8.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: WAR, SHLD, SMH

Today

10.3%most shared, WAR and SMH

WARSHLDSMH

WAR—8.4%10.3%

SHLD8.4%—0.0%

SMH10.3%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,203most kept, WAR

WAR$1,263 − $60 = $1,203

SHLD$73 − $50 = $23

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee