WDGF vs SHLD

AWDGF

BSHLD

Measures won3–1WDGF wins · of 6 · 5Y

$10,000 · 5Y$17,242CIBR

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 common57.6%WDGF and SHLD

WDGF

SHLD

WisdomTree Global Defense Fund · $5MGlobal X - Defense Tech ETF · $5.9B

[…]3 years · per year[…] · $22,922+31.9%

[…]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 four, one scale

Shared top holdingsWDGF · SHLD

5.9%LMT9.6%

5.5%PLTR10.1%

5.3%NOC8.4%

5.2%GD9.2%

Held in common57.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
2	AWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+0.4%	−6.4%	−6.5%	new	new	−21.1%	$5M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$5.9B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
2	AWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+0.4%	−6.4%	−6.5%	new	new	−21.1%	$5M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$5.9B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 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[…]+31.9%

Worst drop · 1Y−21.1%−25.4%

Volatility · 1Y23.2%25.8%

3–1measures won
WDGF first

57.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: WDGF, SHLD, DRAM, CIBR

Today

57.6%most shared, WDGF and SHLD

WDGFSHLDDRAMCIBR

WDGF—57.6%0.0%2.9%

SHLD57.6%—0.0%4.1%

DRAM0.0%0.0%—0.0%

CIBR2.9%4.1%0.0%—

End-of-day Nov 6, 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

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee