WDGF vs SHLD

AWDGF

BSHLD

Measures won3–1WDGF wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.45%WDGF · $45 on $10k

Most income0.67%SHLD · $67 on $10k

Smallest drop−19.9%WDGF · worst fall in 1Y

Held in common57.7%WDGF and SHLD

WDGF

SHLD

WisdomTree Global Defense Fund · $5MGlobal X - Defense Tech ETF · $6.6B

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

[…]5 years · per year[…]

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

0.05%12-mo yield$5 · $67 on $10k0.67%

−19.9%Worst dropSmaller wins−25.4%

22.6%VolatilityLower wins25.1%

3–1WDGF wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsWDGF · SHLD

5.9%LMT9.7%

5.5%PLTR11.0%

5.3%NOC8.2%

5.2%GD8.8%

Held in common57.7%

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	AWDGF	WisdomTree Global Defense FundRead Desk		0.45%	0.05%	+0.1%	+0.6%	−1.9%	new	new	−19.9%	$5M
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	AWDGF	WisdomTree Global Defense FundRead Desk		0.45%	0.05%	+0.1%	+0.6%	−1.9%	new	new	−19.9%	$5M
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

WDGF vs SHLD

WDGF

WisdomTree Global Defense Fund

[…]

SHLD

Global X - Defense Tech

[…]

MeasureWDGFSHLD

Fee0.45%0.50%

Cost on $10k a year$45$50

Yield0.05%0.67%

5 years, per year[…][…]

3 years, per year[…]+37.0%

Worst drop · 1Y−19.9%−25.4%

Volatility · 1Y22.6%25.1%

3–1measures won
WDGF first

57.7%

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: WDGF, SHLD

Today

57.7%most shared, WDGF and SHLD

WDGFSHLD

WDGF—57.7%

SHLD57.7%—

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

Income After Fees on $10,000

$17most kept, SHLD

SHLD$67 − $50 = $17

WDGF$5 − $45 = −$40

KeptFee

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