XAR vs SHLD

AXAR

BSHLD

Measures won1–4SHLD wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · XAR $19,247

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 common23.4%XAR and SHLD

XAR

SHLD

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

+25.1%3 years · per year$19,591 · $22,922+31.9%

+14.0%5 years · per year$19,247 · […][…]

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

0.19%12-mo yield$19 · $73 on $10k0.73%

−27.8%Worst dropSmaller wins−25.4%

30.5%VolatilityLower wins25.8%

1–4SHLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXAR · SHLD

3.6%LMT9.6%

3.4%LHX4.1%

3.3%NOC8.4%

3.3%GD9.2%

Held in common23.4%

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 Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.19%	+4.6%	−7.0%	−5.9%	+25.1%	+14.0%	−27.8%	$5.1B
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$6.3B

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.19%	+4.6%	−7.0%	−5.9%	+25.1%	+14.0%	−27.8%	$5.1B
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$6.3B

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

XAR vs SHLD

XAR

SPDR S&P Aerospace & Defense

$19,247

SHLD

Global X - Defense Tech

[…]

MeasureXARSHLD

Fee0.35%0.50%

Cost on $10k a year$35$50

Yield0.19%0.73%

5 years, per year+14.0%[…]

3 years, per year+25.1%+31.9%

Worst drop · 1Y−27.8%−25.4%

Volatility · 1Y30.5%25.8%

4–1measures won
SHLD first

23.4%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XAR, SHLD, SMH

Today

23.4%most shared, XAR and SHLD

XARSHLDSMH

XAR—23.4%0.0%

SHLD23.4%—0.0%

SMH0.0%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

SMH$24 − $35 = −$11

XAR$19 − $35 = −$16

KeptFee

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