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
$6.70B
Winner
SHLD
$7B
Expense Ratio
Winner
JGLO
0.47%
SHLD
0.50%
Max Drawdown
Winner
JGLO
17.73%
SHLD
25.40%
Sharpe Ratio
Winner
JGLO
0.88
SHLD
0.44
5Y Beta
JGLO
0.85
Winner
SHLD
0.68
P/E Ratio
Winner
JGLO
25.36
SHLD
31.73
Forward P/E
Winner
JGLO
21.31
SHLD
25.39
PEG Ratio
Winner
JGLO
0.37
SHLD
0.96
5Y EPS CAGR
Winner
JGLO
28.30%
SHLD
4.94%
Debt to Equity
JGLO
N/A
SHLD
63.02%
P/S Ratio
JGLO
3.15
Winner
SHLD
2.28
P/B Ratio
JGLO
6.48
Winner
SHLD
4.69
JGLO vs SHLD - Holdings Comparison
JGLO and SHLD have 2 common holdings. Overlap is 0.62%
JGLO's top 25 holdings weight is 62.18%. SHLD's top 25 holdings weight is 91.03%.
| Rank | JGLO | SHLD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.34% | RTX CORP (RTX) - 9.87% |
| #2 | MICROSOFT CORP (MSFT) - 4.68% | GENERAL DYNAMICS CORP (GD) - 8.99% |
| #3 | AMAZON.COM INC (AMZN) - 4.66% | LOCKHEED MARTIN CORP (LMT) - 8.86% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.19% | NORTHROP GRUMMAN CORP (NOC) - 7.96% |
| #5 | APPLE INC (AAPL) - 3.77% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 7.40% |
| #6 | MASTERCARD INC CLASS A (MA) - 3.46% | BAE SYSTEMS PLC (n/a) - 4.88% |
| #7 | ASML HOLDING NV (n/a) - 2.93% | RHEINMETALL AG (n/a) - 4.31% |
| #8 | JOHNSON & JOHNSON (JNJ) - 2.75% | L3HARRIS TECHNOLOGIES INC (LHX) - 4.03% |
| #9 | SAFRAN SA (n/a) - 2.57% | THALES (n/a) - 3.91% |
| #10 | NEXTERA ENERGY INC (NEE) - 2.51% | LEONARDO SPA AZ NOM POST RAGGRUPPAMENTO (n/a) - 3.77% |
| #11 | n/a (TSM) - 2.43% | SAAB AB CLASS B (n/a) - 3.55% |
| #12 | META PLATFORMS INC CLASS A (META) - 2.02% | ELBIT SYSTEMS LTD (n/a) - 3.40% |
| #13 | SHELL PLC (n/a) - 1.95% | HANWHA AEROSPACE CO LTD (n/a) - 3.10% |
| #14 | UNITEDHEALTH GROUP INC (UNH) - 1.80% | BWX TECHNOLOGIES INC (BWXT) - 2.36% |
| #15 | VOLVO AB CLASS B (n/a) - 1.59% | LEIDOS HOLDINGS INC (LDOS) - 2.21% |
| #16 | LOWE'S COMPANIES INC (LOW) - 1.48% | KONGSBERG GRUPPEN ASA (n/a) - 1.95% |
| #17 | VENTAS INC (VTR) - 1.45% | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.90% |
| #18 | ABBVIE INC (ABBV) - 1.44% | MOOG INC CLASS A (MOG-A) - 1.64% |
| #19 | BANK OF AMERICA CORP (BAC) - 1.44% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.36% |
| #20 | THE WALT DISNEY CO (DIS) - 1.41% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 1.06% |
| #21 | BROADCOM INC (AVGO) - 1.32% | MERCURY SYSTEMS INC (MRCY) - 0.93% |
| #22 | 3M CO (MMM) - 1.30% | AEROVIRONMENT INC (AVAV) - 0.90% |
| #23 | BAKER HUGHES CO CLASS A (BKR) - 1.24% | HENSOLDT AG ORDINARY SHARES (n/a) - 0.90% |
| #24 | YUM BRANDS INC (YUM) - 1.23% | DASSAULT AVIATION SA (n/a) - 0.90% |
| #25 | MORGAN STANLEY (MS) - 1.22% | LIG DEFENSE&AEROSPACE CO LTD (n/a) - 0.89% |
| Total Holdings | 87 | 54 |
JGLO vs SHLD - Historical Returns
Returns include dividend reinvestment.
1M
JGLO
+3.21%
Winner
SHLD
+14.15%
3M
JGLO
+5.15%
Winner
SHLD
+8.22%
6M
Winner
JGLO
+6.59%
SHLD
-3.91%
1Y
JGLO
+14.78%
Winner
SHLD
+14.93%
Max(CAGR)
JGLO
+17.15%
Winner
SHLD
+43.73%
JGLO vs SHLD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JGLO | SHLD |
|---|---|---|
| 2026 | +9.26% | +5.48% |
| 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 -0.13%. The current SHLD drawdown is -10.19%.
| 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 | -2.90% Jul 15, 2026 - Jul 31, 2026 | -4.17% May 31, 2024 - Jul 15, 2024 |
| #12 | -2.88% Nov 7, 2024 - Dec 4, 2024 | -3.79% Feb 18, 2025 - Mar 3, 2025 |
| #13 | -2.28% Jan 27, 2026 - Feb 9, 2026 | -3.62% May 8, 2025 - May 16, 2025 |
| #14 | -2.08% Dec 28, 2023 - Jan 19, 2024 | -3.55% Jul 31, 2024 - Aug 9, 2024 |
| #15 | -2.05% Jan 16, 2026 - Jan 26, 2026 | -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% | 0.27% |
| 2025 | 1.20% | 0.55% |
| 2024 | 2.00% | 0.53% |
| 2023 | 0.32% | 0.26% |
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