WDGF vs SHLD

AWDGF

BSHLD

Measures won3–1WDGF wins · of 6 · 5Y

$10,000 · 5Y$17,492CIBR

Lowest cost0.45%WDGF · $45 on $10k

Most income0.73%SHLD · $73 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common57.9%WDGF and SHLD

WDGF

SHLD

WisdomTree Global Defense Fund · $5MGlobal X - Defense Tech ETF · $6.3B

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

[…]5 years · per year[…]

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

0.05%12-mo yield$5 · $73 on $10k0.73%

−21.1%Worst dropSmaller wins−25.4%

23.2%VolatilityLower wins25.8%

3–1WDGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDGF · SHLD

5.9%LMT9.5%

5.5%PLTR10.6%

5.3%NOC8.0%

5.2%GD9.0%

Held in common57.9%

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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
2	AWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	−5.0%	−6.8%	−7.8%	new	new	−21.1%	$5M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	−5.1%	−10.1%	−13.2%	+32.1%	new	−25.4%	$6.3B

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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
2	AWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	−5.0%	−6.8%	−7.8%	new	new	−21.1%	$5M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	−5.1%	−10.1%	−13.2%	+32.1%	new	−25.4%	$6.3B

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

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%0.73%

5 years, per year[…][…]

3 years, per year[…]+32.1%

Worst drop · 1Y−21.1%−25.4%

Volatility · 1Y23.2%25.8%

3–1measures won
WDGF first

57.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: WDGF, SHLD, CIBR

Today

57.9%most shared, WDGF and SHLD

WDGFSHLDCIBR

WDGF—57.9%2.8%

SHLD57.9%—3.8%

CIBR2.8%3.8%—

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

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

CIBR$43 − $58 = −$15

WDGF$5 − $45 = −$40

KeptFee

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