XAR vs SHLD

AXAR

BSHLD

Measures won1–4SHLD wins · of 6 · 5Y

$10,000 · 5Y$18,435XAR

Lowest cost0.35%XAR · $35 on $10k

Most income0.73%SHLD · $73 on $10k

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

Held in common23.0%XAR and SHLD

XAR

SHLD

State Street SPDR S&P Aerospace & Defense ETF · $5.1BGlobal X - Defense Tech ETF · $6.3B

+23.6%3 years · per year$18,902 · $23,074+32.1%

+13.0%5 years · per year$18,435 · […][…]

0.35%Expense ratio$35 · $50 on $10k · lower wins0.50%

0.20%12-mo yield$20 · $73 on $10k0.73%

−27.8%Worst dropSmaller wins−25.4%

30.2%VolatilityLower wins25.8%

1–4SHLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXAR · SHLD

3.5%LMT9.5%

3.2%LHX4.0%

3.2%GD9.0%

3.1%NOC8.0%

Held in common23.0%

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

Both

5Y2 funds

#			Trend
1	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk		0.35%	0.20%	−5.0%	−11.1%	−11.3%	+23.6%	+13.0%	−27.8%	$5.1B
2	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

Both

5Y2 funds

#			Trend
1	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk		0.35%	0.20%	−5.0%	−11.1%	−11.3%	+23.6%	+13.0%	−27.8%	$5.1B
2	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

XAR vs SHLD

XAR

SPDR S&P Aerospace & Defense

$18,435

SHLD

Global X - Defense Tech

[…]

MeasureXARSHLD

Fee0.35%0.50%

Cost on $10k a year$35$50

Yield0.20%0.73%

5 years, per year+13.0%[…]

3 years, per year+23.6%+32.1%

Worst drop · 1Y−27.8%−25.4%

Volatility · 1Y30.2%25.8%

4–1measures won
SHLD first

23.0%

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: XAR, SHLD

Today

23.0%most shared, XAR and SHLD

XARSHLD

XAR—23.0%

SHLD23.0%—

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

XAR$20 − $35 = −$15

KeptFee

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