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SHLD and XDEF share 22.2% of their holdings.
| Side by side |
|---|
| SHLD |
|---|
| XDEF |
|---|
| WAR |
|---|
| Strategy | Thematic · Defense & space | Thematic · Defense & space | Thematic · Defense & space |
| Expense ratio | 0.50% | 0.35% | 0.60% |
| Cost per year on $10k | $50 | $35 | $60 |
| Trailing 12-mo yield | 0.65% | 1.60% | 10.02% |
| Income per year on $10k | $65 | $160 | $1,002 |
| YTD | +0.6% | — | +27.6% |
| 1 year | −4.0% | — | +27.5% |
| 3 years · per year | +37.4% | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −25.4% | — | −25.0% |
| Volatility · 1Y | 25.1% | — | 36.5% |
| Holdings | 50 | 35 | 29 |
| Assets | $6.6B | $4M | $32M |
| Leverage | None | None | None |
| Since | 2023 | 2026 | 2024 |
Highlighted = best in the row. Returns include dividends.