SHLD vs DFSD
Comparison between GLOBAL X DEFENSE TECH ETF (SHLD, ETF) and DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF).
SHLD vs DFSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHLD
$7B
Winner
DFSD
$7.10B
Expense Ratio
SHLD
0.50%
Winner
DFSD
0.16%
Max Drawdown
SHLD
25.40%
Winner
DFSD
9.85%
Sharpe Ratio
Winner
SHLD
0.42
DFSD
-0.49
5Y Beta
SHLD
0.69
Winner
DFSD
0.04
P/E Ratio
SHLD
33.95
DFSD
N/A
Forward P/E
SHLD
26.12
DFSD
N/A
PEG Ratio
SHLD
0.88
DFSD
N/A
Debt to Equity
SHLD
59.36%
DFSD
N/A
P/S Ratio
SHLD
2.47
DFSD
N/A
P/B Ratio
SHLD
5.10
DFSD
N/A
SHLD vs DFSD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SHLD
+11.35%
DFSD
+0.35%
3M
Winner
SHLD
+4.56%
DFSD
+0.70%
6M
SHLD
-10.81%
Winner
DFSD
+0.20%
1Y
Winner
SHLD
+10.55%
DFSD
+3.02%
5Y(CAGR)
SHLD
N/A
DFSD
+2.51%
Max(CAGR)
Winner
SHLD
+41.25%
DFSD
+2.51%
SHLD vs DFSD - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SHLD | DFSD |
|---|---|---|
| 2026 | +1.31% | +1.03% |
| 2025 | +74.68% | +6.52% |
| 2024 | +35.09% | +4.53% |
| 2023 | +12.89% | +6.02% |
| 2022 | N/A | -5.69% |
| 2021 | N/A | -0.02% |
SHLD vs DFSD 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 DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.
The current SHLD drawdown is -13.74%. The current DFSD drawdown is -0.14%.
| Rank | SHLD | DFSD |
|---|---|---|
| #1 | -25.40% Mar 9, 2026 - Jun 25, 2026 | -8.45% Nov 18, 2021 - Feb 1, 2024 |
| #2 | -15.06% Oct 8, 2025 - Jan 8, 2026 | -1.47% Feb 27, 2026 - Jun 26, 2026 |
| #3 | -10.92% Nov 11, 2024 - Feb 18, 2025 | -1.34% Apr 3, 2025 - Apr 28, 2025 |
| #4 | -10.53% Mar 18, 2025 - Apr 11, 2025 | -0.67% Oct 1, 2024 - Nov 29, 2024 |
| #5 | -8.91% Jan 16, 2026 - Mar 9, 2026 | -0.67% Dec 6, 2024 - Jan 27, 2025 |
| #6 | -5.42% Sep 18, 2023 - Oct 9, 2023 | -0.62% Jun 26, 2026 - Aug 13, 2026 |
| #7 | -5.39% Aug 6, 2025 - Sep 10, 2025 | -0.52% Apr 30, 2025 - May 27, 2025 |
| #8 | -4.96% Apr 8, 2024 - May 9, 2024 | -0.50% Mar 27, 2024 - May 3, 2024 |
| #9 | -4.52% Aug 30, 2024 - Oct 1, 2024 | -0.42% Feb 1, 2024 - Mar 5, 2024 |
| #10 | -4.49% Oct 18, 2024 - Nov 6, 2024 | -0.42% Feb 5, 2025 - Feb 21, 2025 |
| #11 | -4.17% May 31, 2024 - Jul 15, 2024 | -0.40% Jun 4, 2025 - Jun 12, 2025 |
| #12 | -3.79% Feb 18, 2025 - Mar 3, 2025 | -0.37% Oct 22, 2025 - Nov 21, 2025 |
| #13 | -3.62% May 8, 2025 - May 16, 2025 | -0.35% Nov 26, 2025 - Dec 16, 2025 |
| #14 | -3.55% Jul 31, 2024 - Aug 9, 2024 | -0.34% Mar 3, 2025 - Mar 19, 2025 |
| #15 | -3.15% Oct 16, 2023 - Nov 2, 2023 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
Correlation
Correlation between SHLD and DFSD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2021 - 2026)
SHLD vs DFSD dividend yield comparison.
| Year | SHLD | DFSD |
|---|---|---|
| 2026 | 0.28% | 2.45% |
| 2025 | 0.55% | 4.12% |
| 2024 | 0.53% | 4.81% |
| 2023 | 0.26% | 3.89% |
| 2022 | 0.00% | 2.12% |
| 2021 | 0.00% | 0.11% |
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