SHLD vs JGLO
Comparison between GLOBAL X DEFENSE TECH ETF (SHLD, ETF) and JPMORGAN GLOBAL SELECT EQUITY ETF (JGLO, ETF).
SHLD vs JGLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHLD
$6.90B
JGLO
$6.90B
Expense Ratio
SHLD
0.50%
Winner
JGLO
0.47%
Max Drawdown
SHLD
25.40%
Winner
JGLO
17.73%
Sharpe Ratio
SHLD
-0.04
Winner
JGLO
0.71
5Y Beta
Winner
SHLD
0.67
JGLO
0.85
P/E Ratio
SHLD
31.68
Winner
JGLO
27.94
Forward P/E
SHLD
23.67
Winner
JGLO
21.67
PEG Ratio
SHLD
0.60
Winner
JGLO
0.52
5Y EPS CAGR
SHLD
4.30%
Winner
JGLO
25.75%
Debt to Equity
SHLD
68.27%
JGLO
N/A
P/S Ratio
Winner
SHLD
2.21
JGLO
3.50
P/B Ratio
Winner
SHLD
4.61
JGLO
6.85
SHLD vs JGLO - Holdings Comparison
SHLD and JGLO have 2 common holdings. Overlap is 0.52%
SHLD's top 25 holdings weight is 90.57%. JGLO's top 25 holdings weight is 60.95%.
| Rank | SHLD | JGLO |
|---|---|---|
| #1 | RTX CORP (RTX) - 9.14% | NVIDIA CORP (NVDA) - 6.78% |
| #2 | GENERAL DYNAMICS CORP (GD) - 9.05% | AMAZON.COM INC (AMZN) - 4.59% |
| #3 | LOCKHEED MARTIN CORP (LMT) - 8.21% | MICROSOFT CORP (MSFT) - 4.47% |
| #4 | NORTHROP GRUMMAN CORP (NOC) - 8.14% | ALPHABET INC CLASS A (GOOGL) - 4.40% |
| #5 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 8.02% | MASTERCARD INC CLASS A (MA) - 3.54% |
| #6 | BAE SYSTEMS PLC (n/a) - 4.49% | APPLE INC (AAPL) - 3.51% |
| #7 | L3HARRIS TECHNOLOGIES INC (LHX) - 4.38% | JOHNSON & JOHNSON (JNJ) - 2.81% |
| #8 | RHEINMETALL AG (n/a) - 3.96% | ASML HOLDING NV (n/a) - 2.81% |
| #9 | LEONARDO SPA AZ NOM POST RAGGRUPPAMENTO (n/a) - 3.75% | SAFRAN SA (n/a) - 2.68% |
| #10 | THALES (n/a) - 3.67% | NEXTERA ENERGY INC (NEE) - 2.32% |
| #11 | HANWHA AEROSPACE CO LTD (n/a) - 3.44% | n/a (TSM) - 2.22% |
| #12 | SAAB AB CLASS B (n/a) - 3.42% | UNITEDHEALTH GROUP INC (UNH) - 1.78% |
| #13 | ELBIT SYSTEMS LTD (n/a) - 3.31% | META PLATFORMS INC CLASS A (META) - 1.76% |
| #14 | BWX TECHNOLOGIES INC (BWXT) - 2.57% | SHELL PLC (n/a) - 1.72% |
| #15 | KONGSBERG GRUPPEN ASA (n/a) - 2.08% | BROADCOM INC (AVGO) - 1.67% |
| #16 | LEIDOS HOLDINGS INC (LDOS) - 2.05% | LOWE'S COMPANIES INC (LOW) - 1.63% |
| #17 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.74% | VOLVO AB CLASS B (n/a) - 1.54% |
| #18 | MOOG INC CLASS A (MOG-A) - 1.73% | THE WALT DISNEY CO (DIS) - 1.42% |
| #19 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.43% | ABBVIE INC (ABBV) - 1.42% |
| #20 | PLANET LABS PBC CLASS A (PL) - 1.17% | MORGAN STANLEY (MS) - 1.41% |
| #21 | MERCURY SYSTEMS INC (MRCY) - 1.02% | BANK OF AMERICA CORP (BAC) - 1.36% |
| #22 | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 1.00% | YUM BRANDS INC (YUM) - 1.36% |
| #23 | KOREA AEROSPACE INDUSTRIES LTD (n/a) - 0.96% | VENTAS INC (VTR) - 1.31% |
| #24 | PARSONS CORP (PSN) - 0.92% | 3M CO (MMM) - 1.23% |
| #25 | AEROVIRONMENT INC (AVAV) - 0.92% | AUTOZONE INC (AZO) - 1.21% |
| Total Holdings | 55 | 86 |
SHLD vs JGLO - Historical Returns
Returns include dividend reinvestment.
1M
SHLD
-5.61%
Winner
JGLO
+0.82%
3M
SHLD
-17.86%
Winner
JGLO
+1.11%
6M
SHLD
-22.67%
Winner
JGLO
+2.66%
1Y
SHLD
-1.74%
Winner
JGLO
+10.31%
Max(CAGR)
Winner
SHLD
+37.44%
JGLO
+15.71%
SHLD vs JGLO - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SHLD | JGLO |
|---|---|---|
| 2026 | -9.30% | +4.41% |
| 2025 | +74.68% | +14.13% |
| 2024 | +35.09% | +18.21% |
| 2023 | +12.89% | +8.00% |
SHLD vs JGLO 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 JGLO was -16.13%, occurring on Apr 8, 2025. Recovery took 125 trading sessions.
The current SHLD drawdown is -22.78%. The current JGLO drawdown is -1.58%.
| Rank | SHLD | JGLO |
|---|---|---|
| #1 | -25.40% Mar 9, 2026 - Jun 25, 2026 | -16.13% Dec 6, 2024 - Jun 10, 2025 |
| #2 | -15.06% Oct 8, 2025 - Jan 8, 2026 | -9.47% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -10.92% Nov 11, 2024 - Feb 18, 2025 | -7.96% Jul 10, 2024 - Sep 19, 2024 |
| #4 | -10.53% Mar 18, 2025 - Apr 11, 2025 | -6.87% Sep 14, 2023 - Nov 14, 2023 |
| #5 | -8.91% Jan 16, 2026 - Mar 9, 2026 | -5.17% Oct 28, 2025 - Jan 5, 2026 |
| #6 | -5.42% Sep 18, 2023 - Oct 9, 2023 | -4.95% Mar 21, 2024 - May 14, 2024 |
| #7 | -5.39% Aug 6, 2025 - Sep 10, 2025 | -3.95% Jun 2, 2026 - Jul 6, 2026 |
| #8 | -4.96% Apr 8, 2024 - May 9, 2024 | -3.32% Oct 18, 2024 - Nov 7, 2024 |
| #9 | -4.52% Aug 30, 2024 - Oct 1, 2024 | -3.13% Jul 25, 2025 - Aug 13, 2025 |
| #10 | -4.49% Oct 18, 2024 - Nov 6, 2024 | -3.11% Oct 6, 2025 - Oct 24, 2025 |
| #11 | -4.17% May 31, 2024 - Jul 15, 2024 | -2.88% Nov 7, 2024 - Dec 4, 2024 |
| #12 | -3.79% Feb 18, 2025 - Mar 3, 2025 | -2.28% Jan 27, 2026 - Feb 9, 2026 |
| #13 | -3.62% May 8, 2025 - May 16, 2025 | -2.08% Dec 28, 2023 - Jan 19, 2024 |
| #14 | -3.55% Jul 31, 2024 - Aug 9, 2024 | -2.05% Jan 16, 2026 - Jan 26, 2026 |
| #15 | -3.15% Oct 16, 2023 - Nov 2, 2023 | -1.98% Jun 12, 2025 - Jun 26, 2025 |
Correlation
Correlation between SHLD and JGLO is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2023 - 2026)
SHLD vs JGLO dividend yield comparison.
| Year | SHLD | JGLO |
|---|---|---|
| 2026 | 0.31% | 0.00% |
| 2025 | 0.55% | 1.20% |
| 2024 | 0.53% | 2.00% |
| 2023 | 0.26% | 0.32% |
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