WDAF vs SHLD

AWDAF

BSHLD

Measures won1–3SHLD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.45%WDAF · $45 on $10k

Most income0.69%SHLD · $69 on $10k

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

Held in common4.9%WDAF and SHLD

WDAF

SHLD

WisdomTree Asia Defense Fund · $9MGlobal X - Defense Tech ETF · $6.5B

[…]3 years · per year[…] · $24,562+34.9%

[…]5 years · per year[…]

0.45%Expense ratio$45 · $50 on $10k · lower wins0.50%

0.15%12-mo yield$15 · $69 on $10k0.69%

−34.6%Worst dropSmaller wins−25.4%

34.8%VolatilityLower wins25.4%

1–3SHLD wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsWDAF · SHLD

6.1%012450.KS2.7%

6.9%047810.KS0.7%

5.7%079550.KS0.6%

3.7%272210.KS0.5%

Held in common4.9%

End-of-day Nov 4, 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	AWDAF	WisdomTree Asia Defense FundRead Desk		0.45%	0.15%	+2.2%	−9.1%	−18.3%	new	new	−34.6%	$9M
2	BSHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.69%	−3.5%	−5.3%	−10.5%	+34.9%	new	−25.4%	$6.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AWDAF	WisdomTree Asia Defense FundRead Desk		0.45%	0.15%	+2.2%	−9.1%	−18.3%	new	new	−34.6%	$9M
2	BSHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.69%	−3.5%	−5.3%	−10.5%	+34.9%	new	−25.4%	$6.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WDAF vs SHLD

WDAF

WisdomTree Asia Defense Fund

[…]

SHLD

Global X - Defense Tech

[…]

MeasureWDAFSHLD

Fee0.45%0.50%

Cost on $10k a year$45$50

Yield0.15%0.69%

5 years, per year[…][…]

3 years, per year[…]+34.9%

Worst drop · 1Y−34.6%−25.4%

Volatility · 1Y34.8%25.4%

3–1measures won
SHLD first

4.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: WDAF, SHLD

Today

4.9%most shared, WDAF and SHLD

WDAFSHLD

WDAF—4.9%

SHLD4.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$19most kept, SHLD

SHLD$69 − $50 = $19

WDAF$15 − $45 = −$30

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee