SHLD vs COPX

Comparison between GLOBAL X DEFENSE TECH ETF (SHLD, ETF) and GLOBAL X COPPER MINERS ETF (COPX, ETF).

SHLD vs COPX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHLD(ETF)	COPX(ETF)
Net Assets	$8B	$8B
Expense Ratio	0.50%	0.65%
Max Drawdown	20.10%	85.41%
Sharpe Ratio	0.44	1.78
5Y Beta	0.68	1.43
P/E Ratio	33.60	N/A
Forward P/E	23.62	N/A
PEG Ratio	0.61	N/A
5Y Dividends CAGR	N/A	40.45%
Debt to Equity	65.70%	N/A
P/S Ratio	2.34	N/A
P/B Ratio	4.78	N/A

Net Assets

SHLD

$8B

COPX

$8B

Expense Ratio

Winner

SHLD

0.50%

COPX

0.65%

Max Drawdown

Winner

SHLD

20.10%

COPX

85.41%

Sharpe Ratio

SHLD

0.44

Winner

COPX

1.78

5Y Beta

Winner

SHLD

0.68

COPX

1.43

P/E Ratio

SHLD

33.60

COPX

N/A

Forward P/E

SHLD

23.62

COPX

N/A

PEG Ratio

SHLD

0.61

COPX

N/A

5Y Dividends CAGR

SHLD

N/A

COPX

40.45%

Debt to Equity

SHLD

65.70%

COPX

N/A

P/S Ratio

SHLD

2.34

COPX

N/A

P/B Ratio

SHLD

4.78

COPX

N/A

SHLD vs COPX - Holdings Comparison

SHLD and COPX have 1 common holdings. Overlap is -2.19%

SHLD's top 25 holdings weight is 90.56%. COPX's top 25 holdings weight is 91.22%.

Rank	SHLD	COPX
#1	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 8.93%	HUDBAY MINERALS INC (n/a) - 5.64%
#2	GENERAL DYNAMICS CORP (GD) - 7.91%	TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 5.39%
#3	RTX CORP (RTX) - 7.91%	FIRST QUANTUM MINERALS LTD (FQVLF) - 5.17%
#4	NORTHROP GRUMMAN CORP (NOC) - 7.76%	ANTOFAGASTA PLC (n/a) - 5.14%
#5	LOCKHEED MARTIN CORP (LMT) - 7.73%	KGHM POLSKA MIEDZ SA (n/a) - 5.10%
#6	L3HARRIS TECHNOLOGIES INC (LHX) - 4.46%	BHP GROUP LTD (n/a) - 5.01%
#7	RHEINMETALL AG (n/a) - 4.40%	GLENCORE PLC (n/a) - 4.84%
#8	BAE SYSTEMS PLC (n/a) - 4.34%	BOLIDEN AB (n/a) - 4.78%
#9	LEONARDO SPA AZ NOM POST RAGGRUPPAMENTO (n/a) - 3.63%	SOUTHERN COPPER CORP (SCCO) - 4.77%
#10	THALES (n/a) - 3.51%	LUNDIN MINING CORP (LUNMF) - 4.71%
#11	ELBIT SYSTEMS LTD (n/a) - 3.49%	FREEPORT-MCMORAN INC (FCX) - 4.64%
#12	HANWHA AEROSPACE CO LTD (n/a) - 3.39%	ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 4.01%
#13	SAAB AB CLASS B (n/a) - 3.10%	CAPSTONE COPPER CORP (n/a) - 3.71%
#14	BWX TECHNOLOGIES INC (BWXT) - 2.53%	IVANHOE MINES LTD CLASS A (n/a) - 3.58%
#15	LEIDOS HOLDINGS INC (LDOS) - 2.35%	SUMITOMO METAL MINING CO LTD (n/a) - 3.50%
#16	KONGSBERG GRUPPEN ASA (n/a) - 2.08%	SANDFIRE RESOURCES LTD (n/a) - 3.26%
#17	EURO (n/a) - 2.01%	AURUBIS AG (n/a) - 3.15%
#18	PLANET LABS PBC CLASS A (PL) - 1.95%	JIANGXI COPPER CO LTD CLASS H (n/a) - 2.41%
#19	KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.74%	MMG LTD (n/a) - 2.39%
#20	HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.70%	CHINA GOLD INTERNATIONAL RESOURCES CORP LTD (n/a) - 2.33%
#21	MOOG INC CLASS A (MOG-A) - 1.55%	MITSUBISHI MATERIALS CORP (n/a) - 1.91%
#22	AEROVIRONMENT INC (AVAV) - 1.16%	NGEX MINERALS LTD ORDINARY SHARES NEW (n/a) - 1.55%
#23	MERCURY SYSTEMS INC (MRCY) - 1.00%	ERO COPPER CORP (ERO) - 1.54%
#24	BABCOCK INTERNATIONAL GROUP PLC (n/a) - 0.97%	TASEKO MINES LTD (n/a) - 1.46%
#25	PARSONS CORP (PSN) - 0.96%	CHINA NONFERROUS MINING CORP LTD (n/a) - 1.23%
Total Holdings	56	46

SHLD vs COPX - Historical Returns

Returns include dividend reinvestment.

Period	SHLD	COPX
1 month	+1.51%	+8.14%
3 months	-17.45%	+14.17%
6 months	-1.40%	+33.63%
1 year	+8.17%	+112.30%
5 years(CAGR)	N/A	+21.77%
10 years(CAGR)	N/A	+22.02%
Max(CAGR)	+41.34%	+6.75%

SHLD

+1.51%

Winner

COPX

+8.14%

SHLD

-17.45%

Winner

COPX

+14.17%

SHLD

-1.40%

Winner

COPX

+33.63%

SHLD

+8.17%

Winner

COPX

+112.30%

5Y(CAGR)

SHLD

N/A

COPX

+21.77%

10Y(CAGR)

SHLD

N/A

COPX

+22.02%

Max(CAGR)

Winner

SHLD

+41.34%

COPX

+6.75%

SHLD vs COPX - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SHLD	COPX
2026	-4.74%	+22.93%
2025	+74.68%	+91.73%
2024	+35.09%	+4.40%
2023	+12.89%	+7.39%
2022	N/A	-0.34%
2021	N/A	+17.77%
2020	N/A	+48.76%
2019	N/A	+13.16%
2018	N/A	-33.02%
2017	N/A	+34.67%
2016	N/A	+75.40%
2015	N/A	-46.25%
2014	N/A	-19.27%
2013	N/A	-30.56%
2012	N/A	-0.43%
2011	N/A	-32.07%
2010	N/A	+36.20%

SHLD vs COPX Drawdown Comparison

The maximum drawdown for SHLD was -20.10%, occurring on May 15, 2026. This drawdown has not yet recovered.

The maximum drawdown for COPX was -83.13%, occurring on Jan 20, 2016. Recovery took 3272 trading sessions.

The current SHLD drawdown is -18.89%. The current COPX drawdown is -6.15%.

Rank	SHLD	COPX
#1	-20.10% Mar 9, 2026 - May 15, 2026	-83.13% Apr 6, 2011 - Apr 9, 2024
#2	-15.06% Oct 8, 2025 - Jan 8, 2026	-39.71% May 20, 2024 - Sep 10, 2025
#3	-10.92% Nov 11, 2024 - Feb 18, 2025	-29.25% Apr 20, 2010 - Sep 20, 2010
#4	-10.53% Mar 18, 2025 - Apr 11, 2025	-27.82% Feb 27, 2026 - Mar 20, 2026
#5	-8.91% Jan 16, 2026 - Mar 9, 2026	-15.82% Feb 7, 2011 - Apr 5, 2011
#6	-5.42% Sep 18, 2023 - Oct 9, 2023	-13.71% Jan 29, 2026 - Feb 25, 2026
#7	-5.39% Aug 6, 2025 - Sep 10, 2025	-10.46% Oct 13, 2025 - Nov 28, 2025
#8	-4.96% Apr 8, 2024 - May 9, 2024	-9.10% Nov 11, 2010 - Dec 6, 2010
#9	-4.52% Aug 30, 2024 - Oct 1, 2024	-7.89% Jan 18, 2011 - Feb 7, 2011
#10	-4.49% Oct 18, 2024 - Nov 6, 2024	-6.75% Oct 13, 2010 - Nov 4, 2010
#11	-4.17% May 31, 2024 - Jul 15, 2024	-5.87% Jan 3, 2011 - Jan 18, 2011
#12	-3.79% Feb 18, 2025 - Mar 3, 2025	-5.72% Oct 8, 2025 - Oct 13, 2025
#13	-3.62% May 8, 2025 - May 16, 2025	-5.10% Apr 29, 2024 - May 13, 2024
#14	-3.55% Jul 31, 2024 - Aug 9, 2024	-4.99% Apr 9, 2024 - Apr 26, 2024
#15	-3.15% Oct 16, 2023 - Nov 2, 2023	-3.61% Dec 26, 2025 - Jan 5, 2026

Correlation

Correlation between SHLD and COPX is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2010 - 2025)

SHLD vs COPX dividend yield comparison.

Year	SHLD	COPX
2025	0.55%	2.68%
2024	0.53%	1.80%
2023	0.26%	2.39%
2022	0.00%	3.14%
2021	0.00%	1.48%
2020	0.00%	1.30%
2019	0.00%	1.37%
2018	0.00%	2.59%
2017	0.00%	1.57%
2016	0.00%	0.60%
2015	0.00%	1.20%
2014	0.00%	2.31%
2013	0.00%	0.71%
2012	0.00%	3.29%
2011	0.00%	7.06%
2010	0.00%	0.47%