SHLD vs BKLN

Comparison between GLOBAL X DEFENSE TECH ETF (SHLD, ETF) and INVESCO SENIOR LOAN ETF (BKLN, ETF).

SHLD vs BKLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHLD(ETF)	BKLN(ETF)
Net Assets	$7B	$7.10B
Expense Ratio	0.50%	0.65%
Max Drawdown	25.40%	32.19%
Sharpe Ratio	0.32	0.18
5Y Beta	0.68	0.14
P/E Ratio	32.58	N/A
Forward P/E	24.81	N/A
PEG Ratio	0.95	N/A
5Y Dividends CAGR	N/A	13.72%
5Y EPS CAGR	5.04%	N/A
Debt to Equity	60.56%	N/A
P/S Ratio	2.35	N/A
P/B Ratio	4.71	N/A

Net Assets

SHLD

$7B

Winner

BKLN

$7.10B

Expense Ratio

Winner

SHLD

0.50%

BKLN

0.65%

Max Drawdown

Winner

SHLD

25.40%

BKLN

32.19%

Sharpe Ratio

Winner

SHLD

0.32

BKLN

0.18

5Y Beta

SHLD

0.68

Winner

BKLN

0.14

P/E Ratio

SHLD

32.58

BKLN

N/A

Forward P/E

SHLD

24.81

BKLN

N/A

PEG Ratio

SHLD

0.95

BKLN

N/A

5Y Dividends CAGR

SHLD

N/A

BKLN

13.72%

5Y EPS CAGR

SHLD

5.04%

BKLN

N/A

Debt to Equity

SHLD

60.56%

BKLN

N/A

P/S Ratio

SHLD

2.35

BKLN

N/A

P/B Ratio

SHLD

4.71

BKLN

N/A

SHLD vs BKLN - Historical Returns

Returns include dividend reinvestment.

Period	SHLD	BKLN
1 month	+8.23%	+0.93%
3 months	+5.08%	+0.75%
6 months	-4.94%	+2.23%
1 year	+11.20%	+4.29%
5 years(CAGR)	N/A	+5.48%
10 years(CAGR)	N/A	+4.23%
Max(CAGR)	+43.30%	+3.75%

Winner

SHLD

+8.23%

BKLN

+0.93%

Winner

SHLD

+5.08%

BKLN

+0.75%

SHLD

-4.94%

Winner

BKLN

+2.23%

Winner

SHLD

+11.20%

BKLN

+4.29%

5Y(CAGR)

SHLD

N/A

BKLN

+5.48%

10Y(CAGR)

SHLD

N/A

BKLN

+4.23%

Max(CAGR)

Winner

SHLD

+43.30%

BKLN

+3.75%

SHLD vs BKLN - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SHLD	BKLN
2026	+4.26%	+1.15%
2025	+74.68%	+6.88%
2024	+35.09%	+8.25%
2023	+12.89%	+12.04%
2022	N/A	-2.47%
2021	N/A	+2.50%
2020	N/A	+1.11%
2019	N/A	+9.72%
2018	N/A	-1.53%
2017	N/A	+1.99%
2016	N/A	+9.18%
2015	N/A	-2.90%
2014	N/A	+0.55%
2013	N/A	+3.82%
2012	N/A	+9.61%
2011	N/A	-2.04%

SHLD vs BKLN Drawdown Comparison

The maximum drawdown for SHLD was -25.40%, occurring on Jun 25, 2026. This drawdown has not yet recovered.

The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.

The current SHLD drawdown is -11.23%.

Rank	SHLD	BKLN
#1	-25.40% Mar 9, 2026 - Jun 25, 2026	-24.16% Jan 8, 2020 - Dec 2, 2020
#2	-15.06% Oct 8, 2025 - Jan 8, 2026	-8.75% May 13, 2011 - Feb 2, 2012
#3	-10.92% Nov 11, 2024 - Feb 18, 2025	-7.31% Jan 14, 2022 - Jan 23, 2023
#4	-10.53% Mar 18, 2025 - Apr 11, 2025	-7.07% May 4, 2015 - Jul 8, 2016
#5	-8.91% Jan 16, 2026 - Mar 9, 2026	-5.69% Oct 2, 2018 - Feb 22, 2019
#6	-5.42% Sep 18, 2023 - Oct 9, 2023	-3.73% Jul 2, 2014 - Apr 7, 2015
#7	-5.39% Aug 6, 2025 - Sep 10, 2025	-3.71% May 4, 2012 - Jul 13, 2012
#8	-4.96% Apr 8, 2024 - May 9, 2024	-3.55% Feb 18, 2025 - May 2, 2025
#9	-4.52% Aug 30, 2024 - Oct 1, 2024	-3.07% Jan 9, 2026 - May 5, 2026
#10	-4.49% Oct 18, 2024 - Nov 6, 2024	-2.66% Mar 3, 2023 - Apr 11, 2023
#11	-4.17% May 31, 2024 - Jul 15, 2024	-2.39% Mar 3, 2011 - Apr 4, 2011
#12	-3.79% Feb 18, 2025 - Mar 3, 2025	-2.04% May 22, 2013 - Oct 28, 2013
#13	-3.62% May 8, 2025 - May 16, 2025	-1.66% Jul 22, 2024 - Aug 16, 2024
#14	-3.55% Jul 31, 2024 - Aug 9, 2024	-1.57% Sep 17, 2019 - Dec 4, 2019
#15	-3.15% Oct 16, 2023 - Nov 2, 2023	-1.52% Oct 17, 2012 - Dec 6, 2012

Correlation

Correlation between SHLD and BKLN is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2011 - 2026)

SHLD vs BKLN dividend yield comparison.

Year	SHLD	BKLN
2026	0.27%	3.61%
2025	0.55%	6.95%
2024	0.53%	8.41%
2023	0.26%	8.59%
2022	0.00%	4.94%
2021	0.00%	3.11%
2020	0.00%	3.56%
2019	0.00%	4.86%
2018	0.00%	4.51%
2017	0.00%	3.50%
2016	0.00%	4.54%
2015	0.00%	4.12%
2014	0.00%	4.12%
2013	0.00%	4.40%
2012	0.00%	4.81%
2011	0.00%	3.39%