SHLD vs IBB
Comparison between GLOBAL X DEFENSE TECH ETF (SHLD, ETF) and ISHARES BIOTECHNOLOGY ETF (IBB, ETF).
SHLD vs IBB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SHLD
$8.10B
IBB
$7.90B
Expense Ratio
SHLD
0.50%
Winner
IBB
0.44%
Max Drawdown
Winner
SHLD
18.24%
IBB
62.85%
Sharpe Ratio
SHLD
0.86
Winner
IBB
1.67
5Y Beta
Winner
SHLD
0.66
IBB
0.80
P/E Ratio
SHLD
31.95
Winner
IBB
-126.46
Forward P/E
SHLD
22.86
Winner
IBB
17.79
5Y Dividends CAGR
SHLD
N/A
IBB
10.38%
5Y EPS CAGR
SHLD
N/A
IBB
21.46%
Debt to Equity
Winner
SHLD
72.47%
IBB
87.18%
P/S Ratio
Winner
SHLD
2.13
IBB
6.37
P/B Ratio
Winner
SHLD
4.59
IBB
4.89
SHLD vs IBB - Holdings Comparison
SHLD and IBB have 1 common holdings. Overlap is 0.00%
SHLD's top 25 holdings weight is 91.48%. IBB's top 25 holdings weight is 65.07%.
| Rank | SHLD | IBB |
|---|---|---|
| #1 | LOCKHEED MARTIN CORP (LMT) - 8.11% | GILEAD SCIENCES INC (GILD) - 7.42% |
| #2 | GENERAL DYNAMICS CORP (GD) - 7.76% | VERTEX PHARMACEUTICALS INC (VRTX) - 7.07% |
| #3 | RTX CORP (RTX) - 7.49% | AMGEN INC (AMGN) - 7.03% |
| #4 | RHEINMETALL AG (n/a) - 6.44% | REGENERON PHARMACEUTICALS INC (REGN) - 6.55% |
| #5 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 6.15% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.63% |
| #6 | HANWHA AEROSPACE CO LTD (n/a) - 5.66% | ARGENX SE ADR (ARGX) - 3.34% |
| #7 | BAE SYSTEMS PLC (n/a) - 5.06% | INSMED INC (INSM) - 2.72% |
| #8 | L3HARRIS TECHNOLOGIES INC (LHX) - 4.52% | BIOGEN INC (BIIB) - 2.54% |
| #9 | LEONARDO SPA AZ NOM POST RAGGRUPPAMENTO (n/a) - 4.28% | NATERA INC (NTRA) - 2.49% |
| #10 | THALES (n/a) - 4.24% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 2.32% |
| #11 | NORTHROP GRUMMAN CORP (NOC) - 4.21% | UNITED THERAPEUTICS CORP (UTHR) - 2.22% |
| #12 | ELBIT SYSTEMS LTD (n/a) - 3.95% | BEONE MEDICINES LTD ADR (ONC) - 1.94% |
| #13 | SAAB AB CLASS B (n/a) - 3.87% | ILLUMINA INC (ILMN) - 1.89% |
| #14 | BWX TECHNOLOGIES INC (BWXT) - 3.22% | INCYTE CORP (INCY) - 1.76% |
| #15 | LEIDOS HOLDINGS INC (LDOS) - 2.99% | MODERNA INC (MRNA) - 1.55% |
| #16 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 2.17% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.27% |
| #17 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.68% | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.21% |
| #18 | KOREA AEROSPACE INDUSTRIES LTD (n/a) - 1.48% | GENMAB AS ADR (GMAB) - 1.20% |
| #19 | MOOG INC CLASS A (MOG-A) - 1.48% | IONIS PHARMACEUTICALS INC (IONS) - 1.12% |
| #20 | LIG DEFENSE&AEROSPACE CO LTD (n/a) - 1.40% | BRIDGEBIO PHARMA INC (BBIO) - 1.05% |
| #21 | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 1.20% | EXELIXIS INC (EXEL) - 1.02% |
| #22 | DASSAULT AVIATION SA (n/a) - 1.06% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.96% |
| #23 | AEROVIRONMENT INC (AVAV) - 1.06% | ASCENDIS PHARMA AS (ASND) - 0.94% |
| #24 | HANWHA SYSTEMS CO LTD ORDINARY SHARES (n/a) - 1.03% | BIOMARIN PHARMACEUTICAL INC (BMRN) - 0.93% |
| #25 | HENSOLDT AG ORDINARY SHARES (n/a) - 0.97% | MEDPACE HOLDINGS INC (MEDP) - 0.90% |
| Total Holdings | 52 | 255 |
SHLD vs IBB - Historical Returns
Returns include dividend reinvestment.
1M
SHLD
-14.40%
Winner
IBB
+0.27%
3M
SHLD
-11.66%
Winner
IBB
+0.16%
6M
SHLD
-0.85%
Winner
IBB
+5.90%
1Y
SHLD
+22.61%
Winner
IBB
+44.79%
5Y(CAGR)
SHLD
N/A
IBB
+3.67%
10Y(CAGR)
SHLD
N/A
IBB
+7.67%
Max(CAGR)
Winner
SHLD
+43.43%
IBB
+6.77%
SHLD vs IBB - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SHLD | IBB |
|---|---|---|
| 2026 | -3.97% | +2.23% |
| 2025 | +74.68% | +27.31% |
| 2024 | +35.09% | -3.98% |
| 2023 | +12.89% | +4.76% |
| 2022 | N/A | -13.55% |
| 2021 | N/A | +1.62% |
| 2020 | N/A | +26.66% |
| 2019 | N/A | +24.04% |
| 2018 | N/A | -11.66% |
| 2017 | N/A | +18.90% |
| 2016 | N/A | -18.66% |
| 2015 | N/A | +10.47% |
| 2014 | N/A | +33.81% |
| 2013 | N/A | +60.40% |
| 2012 | N/A | +30.91% |
| 2011 | N/A | +10.68% |
| 2010 | N/A | +13.15% |
| 2009 | N/A | +13.54% |
| 2008 | N/A | -11.83% |
| 2007 | N/A | +4.68% |
| 2006 | N/A | -0.82% |
| 2005 | N/A | +3.75% |
| 2004 | N/A | +3.40% |
| 2003 | N/A | +41.11% |
| 2002 | N/A | -44.49% |
| 2001 | N/A | -12.03% |
SHLD vs IBB Drawdown Comparison
The maximum drawdown for SHLD was -18.24%, occurring on May 13, 2026. This drawdown has not yet recovered.
The maximum drawdown for IBB was -62.85%, occurring on Jul 10, 2002. Recovery took 2488 trading sessions.
The current SHLD drawdown is -18.24%. The current IBB drawdown is -2.74%.
| Rank | SHLD | IBB |
|---|---|---|
| #1 | -18.24% Mar 9, 2026 - May 13, 2026 | -62.85% Jun 5, 2001 - Apr 27, 2011 |
| #2 | -15.06% Oct 8, 2025 - Jan 8, 2026 | -39.82% Aug 9, 2021 - Jan 7, 2026 |
| #3 | -10.92% Nov 11, 2024 - Feb 18, 2025 | -39.24% Jul 20, 2015 - May 11, 2020 |
| #4 | -10.53% Mar 18, 2025 - Apr 11, 2025 | -34.69% Feb 12, 2001 - May 22, 2001 |
| #5 | -8.91% Jan 16, 2026 - Mar 9, 2026 | -22.65% Jul 8, 2011 - Jan 10, 2012 |
| #6 | -5.42% Sep 18, 2023 - Oct 9, 2023 | -21.18% Feb 25, 2014 - Aug 26, 2014 |
| #7 | -5.39% Aug 6, 2025 - Sep 10, 2025 | -15.26% Feb 8, 2021 - Aug 5, 2021 |
| #8 | -4.96% Apr 8, 2024 - May 9, 2024 | -12.98% Jul 20, 2020 - Dec 3, 2020 |
| #9 | -4.52% Aug 30, 2024 - Oct 1, 2024 | -12.75% Oct 5, 2012 - Feb 1, 2013 |
| #10 | -4.49% Oct 18, 2024 - Nov 6, 2024 | -9.81% May 14, 2013 - Jul 11, 2013 |
| #11 | -4.17% May 31, 2024 - Jul 15, 2024 | -9.63% Jan 22, 2026 - Mar 27, 2026 |
| #12 | -3.79% Feb 18, 2025 - Mar 3, 2025 | -9.25% Apr 23, 2015 - Jun 11, 2015 |
| #13 | -3.62% May 8, 2025 - May 16, 2025 | -9.02% Oct 1, 2013 - Nov 21, 2013 |
| #14 | -3.55% Jul 31, 2024 - Aug 9, 2024 | -8.60% Sep 24, 2014 - Oct 23, 2014 |
| #15 | -3.15% Oct 16, 2023 - Nov 2, 2023 | -7.55% Mar 20, 2015 - Apr 23, 2015 |
Correlation
Correlation between SHLD and IBB is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2007 - 2026)
SHLD vs IBB dividend yield comparison.
| Year | SHLD | IBB |
|---|---|---|
| 2026 | 0.00% | 0.07% |
| 2025 | 0.55% | 0.23% |
| 2024 | 0.53% | 0.29% |
| 2023 | 0.26% | 0.26% |
| 2022 | 0.00% | 0.31% |
| 2021 | 0.00% | 0.21% |
| 2020 | 0.00% | 0.21% |
| 2019 | 0.00% | 0.33% |
| 2018 | 0.00% | 0.20% |
| 2017 | 0.00% | 0.30% |
| 2016 | 0.00% | 0.19% |
| 2015 | 0.00% | 0.03% |
| 2014 | 0.00% | 0.15% |
| 2013 | 0.00% | 0.03% |
| 2012 | 0.00% | 0.48% |
| 2011 | 0.00% | 0.01% |
| 2010 | 0.00% | 0.55% |
| 2008 | 0.00% | 0.25% |
| 2007 | 0.00% | 0.11% |
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