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SHLD and XDEF share 22.2% of their holdings.
| Side by side | SHLD | XDEF |
|---|---|---|
| Strategy | Thematic · Defense & space | Thematic · Defense & space |
| Expense ratio | 0.50% | 0.35% |
| Cost per year on $10k | $50 | $35 |
| Trailing 12-mo yield | 0.67% | 1.61% |
| Income per year on $10k | $67 | $161 |
| YTD | −1.6% | — |
| 1 year | −5.5% | — |
| 3 years · per year | +36.5% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −25.4% | — |
| Volatility · 1Y | 25.1% | — |
| Holdings | 50 | 35 |
| Assets | $6.6B | $4M |
| Leverage | None | None |
| Since | 2023 | 2026 |
Highlighted = best in the row. Returns include dividends.