JGLO vs SHLD
Comparison between JPMORGAN GLOBAL SELECT EQUITY ETF (JGLO, ETF) and GLOBAL X DEFENSE TECH ETF (SHLD, ETF).
JGLO vs SHLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JGLO
$6.90B
SHLD
$6.90B
Expense Ratio
Winner
JGLO
0.47%
SHLD
0.50%
Max Drawdown
Winner
JGLO
17.73%
SHLD
25.40%
Sharpe Ratio
Winner
JGLO
0.71
SHLD
-0.04
5Y Beta
JGLO
0.85
Winner
SHLD
0.67
P/E Ratio
Winner
JGLO
27.94
SHLD
31.68
Forward P/E
Winner
JGLO
21.67
SHLD
23.67
PEG Ratio
Winner
JGLO
0.52
SHLD
0.60
5Y EPS CAGR
Winner
JGLO
25.75%
SHLD
4.30%
Debt to Equity
JGLO
N/A
SHLD
68.27%
P/S Ratio
JGLO
3.50
Winner
SHLD
2.21
P/B Ratio
JGLO
6.85
Winner
SHLD
4.61
JGLO vs SHLD - Holdings Comparison
JGLO and SHLD have 2 common holdings. Overlap is 0.52%
JGLO's top 25 holdings weight is 60.95%. SHLD's top 25 holdings weight is 90.57%.
| Rank | JGLO | SHLD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.78% | RTX CORP (RTX) - 9.14% |
| #2 | AMAZON.COM INC (AMZN) - 4.59% | GENERAL DYNAMICS CORP (GD) - 9.05% |
| #3 | MICROSOFT CORP (MSFT) - 4.47% | LOCKHEED MARTIN CORP (LMT) - 8.21% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.40% | NORTHROP GRUMMAN CORP (NOC) - 8.14% |
| #5 | MASTERCARD INC CLASS A (MA) - 3.54% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 8.02% |
| #6 | APPLE INC (AAPL) - 3.51% | BAE SYSTEMS PLC (n/a) - 4.49% |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.81% | L3HARRIS TECHNOLOGIES INC (LHX) - 4.38% |
| #8 | ASML HOLDING NV (n/a) - 2.81% | RHEINMETALL AG (n/a) - 3.96% |
| #9 | SAFRAN SA (n/a) - 2.68% | LEONARDO SPA AZ NOM POST RAGGRUPPAMENTO (n/a) - 3.75% |
| #10 | NEXTERA ENERGY INC (NEE) - 2.32% | THALES (n/a) - 3.67% |
| #11 | n/a (TSM) - 2.22% | HANWHA AEROSPACE CO LTD (n/a) - 3.44% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.78% | SAAB AB CLASS B (n/a) - 3.42% |
| #13 | META PLATFORMS INC CLASS A (META) - 1.76% | ELBIT SYSTEMS LTD (n/a) - 3.31% |
| #14 | SHELL PLC (n/a) - 1.72% | BWX TECHNOLOGIES INC (BWXT) - 2.57% |
| #15 | BROADCOM INC (AVGO) - 1.67% | KONGSBERG GRUPPEN ASA (n/a) - 2.08% |
| #16 | LOWE'S COMPANIES INC (LOW) - 1.63% | LEIDOS HOLDINGS INC (LDOS) - 2.05% |
| #17 | VOLVO AB CLASS B (n/a) - 1.54% | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.74% |
| #18 | THE WALT DISNEY CO (DIS) - 1.42% | MOOG INC CLASS A (MOG-A) - 1.73% |
| #19 | ABBVIE INC (ABBV) - 1.42% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.43% |
| #20 | MORGAN STANLEY (MS) - 1.41% | PLANET LABS PBC CLASS A (PL) - 1.17% |
| #21 | BANK OF AMERICA CORP (BAC) - 1.36% | MERCURY SYSTEMS INC (MRCY) - 1.02% |
| #22 | YUM BRANDS INC (YUM) - 1.36% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 1.00% |
| #23 | VENTAS INC (VTR) - 1.31% | KOREA AEROSPACE INDUSTRIES LTD (n/a) - 0.96% |
| #24 | 3M CO (MMM) - 1.23% | PARSONS CORP (PSN) - 0.92% |
| #25 | AUTOZONE INC (AZO) - 1.21% | AEROVIRONMENT INC (AVAV) - 0.92% |
| Total Holdings | 86 | 55 |
JGLO vs SHLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JGLO
+0.82%
SHLD
-5.61%
3M
Winner
JGLO
+1.11%
SHLD
-17.86%
6M
Winner
JGLO
+2.66%
SHLD
-22.67%
1Y
Winner
JGLO
+10.31%
SHLD
-1.74%
Max(CAGR)
JGLO
+15.71%
Winner
SHLD
+37.44%
JGLO vs SHLD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JGLO | SHLD |
|---|---|---|
| 2026 | +4.41% | -9.30% |
| 2025 | +14.13% | +74.68% |
| 2024 | +18.21% | +35.09% |
| 2023 | +8.00% | +12.89% |
JGLO vs SHLD Drawdown Comparison
The maximum drawdown for JGLO was -16.13%, occurring on Apr 8, 2025. Recovery took 125 trading sessions.
The maximum drawdown for SHLD was -25.40%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The current JGLO drawdown is -1.58%. The current SHLD drawdown is -22.78%.
| Rank | JGLO | SHLD |
|---|---|---|
| #1 | -16.13% Dec 6, 2024 - Jun 10, 2025 | -25.40% Mar 9, 2026 - Jun 25, 2026 |
| #2 | -9.47% Feb 25, 2026 - Apr 17, 2026 | -15.06% Oct 8, 2025 - Jan 8, 2026 |
| #3 | -7.96% Jul 10, 2024 - Sep 19, 2024 | -10.92% Nov 11, 2024 - Feb 18, 2025 |
| #4 | -6.87% Sep 14, 2023 - Nov 14, 2023 | -10.53% Mar 18, 2025 - Apr 11, 2025 |
| #5 | -5.17% Oct 28, 2025 - Jan 5, 2026 | -8.91% Jan 16, 2026 - Mar 9, 2026 |
| #6 | -4.95% Mar 21, 2024 - May 14, 2024 | -5.42% Sep 18, 2023 - Oct 9, 2023 |
| #7 | -3.95% Jun 2, 2026 - Jul 6, 2026 | -5.39% Aug 6, 2025 - Sep 10, 2025 |
| #8 | -3.32% Oct 18, 2024 - Nov 7, 2024 | -4.96% Apr 8, 2024 - May 9, 2024 |
| #9 | -3.13% Jul 25, 2025 - Aug 13, 2025 | -4.52% Aug 30, 2024 - Oct 1, 2024 |
| #10 | -3.11% Oct 6, 2025 - Oct 24, 2025 | -4.49% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -2.88% Nov 7, 2024 - Dec 4, 2024 | -4.17% May 31, 2024 - Jul 15, 2024 |
| #12 | -2.28% Jan 27, 2026 - Feb 9, 2026 | -3.79% Feb 18, 2025 - Mar 3, 2025 |
| #13 | -2.08% Dec 28, 2023 - Jan 19, 2024 | -3.62% May 8, 2025 - May 16, 2025 |
| #14 | -2.05% Jan 16, 2026 - Jan 26, 2026 | -3.55% Jul 31, 2024 - Aug 9, 2024 |
| #15 | -1.98% Jun 12, 2025 - Jun 26, 2025 | -3.15% Oct 16, 2023 - Nov 2, 2023 |
Correlation
Correlation between JGLO and SHLD is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2023 - 2026)
JGLO vs SHLD dividend yield comparison.
| Year | JGLO | SHLD |
|---|---|---|
| 2026 | 0.00% | 0.31% |
| 2025 | 1.20% | 0.55% |
| 2024 | 2.00% | 0.53% |
| 2023 | 0.32% | 0.26% |
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