SHLD vs RWL
Comparison between GLOBAL X DEFENSE TECH ETF (SHLD, ETF) and Invesco S&P 500 Revenue ETF (RWL, ETF).
SHLD vs RWL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHLD
$8.10B
RWL
$8.10B
Expense Ratio
SHLD
0.50%
Winner
RWL
0.39%
Max Drawdown
Winner
SHLD
16.37%
RWL
55.30%
Sharpe Ratio
SHLD
0.87
Winner
RWL
2.11
5Y Beta
Winner
SHLD
0.66
RWL
0.70
P/E Ratio
SHLD
32.12
Winner
RWL
25.52
Forward P/E
SHLD
23.80
Winner
RWL
17.21
5Y Dividends CAGR
SHLD
N/A
RWL
7.54%
5Y EPS CAGR
SHLD
N/A
RWL
14.91%
Debt to Equity
SHLD
72.33%
Winner
RWL
18.66%
P/S Ratio
SHLD
2.14
Winner
RWL
0.87
P/B Ratio
SHLD
4.58
Winner
RWL
3.06
SHLD vs RWL - Holdings Comparison
SHLD and RWL have 8 common holdings. Overlap is 0.96%
SHLD's top 25 holdings weight is 91.28%. RWL's top 25 holdings weight is 38.81%.
| Rank | SHLD | RWL |
|---|---|---|
| #1 | LOCKHEED MARTIN CORP (LMT) - 8.19% | AMAZON.COM INC (AMZN) - 4.47% |
| #2 | RTX CORP (RTX) - 7.64% | WALMART INC (WMT) - 3.76% |
| #3 | GENERAL DYNAMICS CORP (GD) - 6.99% | UNITEDHEALTH GROUP INC (UNH) - 2.93% |
| #4 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 6.41% | APPLE INC (AAPL) - 2.31% |
| #5 | RHEINMETALL AG (n/a) - 6.04% | CVS HEALTH CORP (CVS) - 2.19% |
| #6 | HANWHA AEROSPACE CO LTD (n/a) - 5.37% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.84% |
| #7 | BAE SYSTEMS PLC (n/a) - 4.98% | MCKESSON CORP (MCK) - 1.81% |
| #8 | L3HARRIS TECHNOLOGIES INC (LHX) - 4.87% | MICROSOFT CORP (MSFT) - 1.65% |
| #9 | NORTHROP GRUMMAN CORP (NOC) - 4.37% | EXXON MOBIL CORP (XOM) - 1.64% |
| #10 | LEONARDO SPA AZ NOM POST RAGGRUPPAMENTO (n/a) - 4.22% | JPMORGAN CHASE & CO (JPM) - 1.55% |
| #11 | THALES (n/a) - 4.16% | THE CIGNA GROUP (CI) - 1.53% |
| #12 | SAAB AB CLASS B (n/a) - 3.82% | CENCORA INC (COR) - 1.48% |
| #13 | ELBIT SYSTEMS LTD (n/a) - 3.81% | COSTCO WHOLESALE CORP (COST) - 1.46% |
| #14 | BWX TECHNOLOGIES INC (BWXT) - 3.38% | CENTENE CORP (CNC) - 1.37% |
| #15 | LEIDOS HOLDINGS INC (LDOS) - 3.19% | ELEVANCE HEALTH INC (ELV) - 1.27% |
| #16 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 2.41% | NVIDIA CORP (NVDA) - 1.26% |
| #17 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.75% | CARDINAL HEALTH INC (CAH) - 1.19% |
| #18 | MOOG INC CLASS A (MOG-A) - 1.46% | ALPHABET INC CLASS A (GOOGL) - 1.16% |
| #19 | KOREA AEROSPACE INDUSTRIES LTD (n/a) - 1.38% | ALPHABET INC CLASS C (GOOG) - 1.16% |
| #20 | LIG DEFENSE&AEROSPACE CO LTD (n/a) - 1.33% | BANK OF AMERICA CORP (BAC) - 1.08% |
| #21 | AEROVIRONMENT INC (AVAV) - 1.23% | DELTA AIR LINES INC (DAL) - 0.37% |
| #22 | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 1.20% | ALLSTATE CORP (ALL) - 0.36% |
| #23 | HANWHA SYSTEMS CO LTD ORDINARY SHARES (n/a) - 1.03% | CISCO SYSTEMS INC (CSCO) - 0.33% |
| #24 | DASSAULT AVIATION SA (n/a) - 1.03% | ACCENTURE PLC CLASS A (ACN) - 0.32% |
| #25 | KARMAN HOLDINGS INC (KRMN) - 1.02% | ORACLE CORP (ORCL) - 0.32% |
| Total Holdings | 52 | 447 |
SHLD vs RWL - Historical Returns
Returns include dividend reinvestment.
1M
SHLD
-12.95%
Winner
RWL
+4.78%
3M
SHLD
-12.26%
Winner
RWL
+3.41%
6M
SHLD
-0.19%
Winner
RWL
+11.86%
1Y
SHLD
+21.76%
Winner
RWL
+27.84%
5Y(CAGR)
SHLD
N/A
RWL
+12.49%
10Y(CAGR)
SHLD
N/A
RWL
+13.98%
Max(CAGR)
Winner
SHLD
+44.93%
RWL
+11.15%
SHLD vs RWL - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | SHLD | RWL |
|---|---|---|
| 2026 | -1.78% | +8.27% |
| 2025 | +74.68% | +18.96% |
| 2024 | +35.09% | +15.91% |
| 2023 | +12.89% | +17.70% |
| 2022 | N/A | -6.69% |
| 2021 | N/A | +31.55% |
| 2020 | N/A | +8.40% |
| 2019 | N/A | +27.15% |
| 2018 | N/A | -8.46% |
| 2017 | N/A | +18.98% |
| 2016 | N/A | +13.58% |
| 2015 | N/A | -1.29% |
| 2014 | N/A | +14.33% |
| 2013 | N/A | +34.50% |
| 2012 | N/A | +16.05% |
| 2011 | N/A | -1.00% |
| 2010 | N/A | +15.28% |
| 2009 | N/A | +26.40% |
| 2008 | N/A | -34.19% |
SHLD vs RWL Drawdown Comparison
The maximum drawdown for SHLD was -16.37%, occurring on May 8, 2026. This drawdown has not yet recovered.
The maximum drawdown for RWL was -54.83%, occurring on Mar 9, 2009. Recovery took 688 trading sessions.
The current SHLD drawdown is -16.37%.
| Rank | SHLD | RWL |
|---|---|---|
| #1 | -16.37% Mar 9, 2026 - May 8, 2026 | -54.83% May 15, 2008 - Feb 8, 2011 |
| #2 | -15.06% Oct 8, 2025 - Jan 8, 2026 | -36.03% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -10.92% Nov 11, 2024 - Feb 18, 2025 | -21.38% Apr 29, 2011 - Feb 27, 2012 |
| #4 | -10.53% Mar 18, 2025 - Apr 11, 2025 | -19.49% Sep 21, 2018 - Jul 3, 2019 |
| #5 | -8.91% Jan 16, 2026 - Mar 9, 2026 | -17.50% Apr 20, 2022 - Jul 11, 2023 |
| #6 | -5.42% Sep 18, 2023 - Oct 9, 2023 | -15.27% May 21, 2015 - Jul 11, 2016 |
| #7 | -5.39% Aug 6, 2025 - Sep 10, 2025 | -14.39% Feb 19, 2025 - Jun 27, 2025 |
| #8 | -4.96% Apr 8, 2024 - May 9, 2024 | -11.74% Jan 26, 2018 - Sep 20, 2018 |
| #9 | -4.52% Aug 30, 2024 - Oct 1, 2024 | -10.32% Mar 26, 2012 - Aug 16, 2012 |
| #10 | -4.49% Oct 18, 2024 - Nov 6, 2024 | -10.20% Feb 26, 2008 - Apr 25, 2008 |
| #11 | -4.17% May 31, 2024 - Jul 15, 2024 | -9.19% Jul 31, 2023 - Dec 8, 2023 |
| #12 | -3.79% Feb 18, 2025 - Mar 3, 2025 | -7.72% Sep 19, 2014 - Nov 5, 2014 |
| #13 | -3.62% May 8, 2025 - May 16, 2025 | -6.84% Oct 18, 2012 - Dec 18, 2012 |
| #14 | -3.55% Jul 31, 2024 - Aug 9, 2024 | -6.80% Jul 12, 2019 - Sep 11, 2019 |
| #15 | -3.15% Oct 16, 2023 - Nov 2, 2023 | -6.75% Jan 11, 2022 - Mar 25, 2022 |
Correlation
Correlation between SHLD and RWL is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2008 - 2026)
SHLD vs RWL dividend yield comparison.
| Year | SHLD | RWL |
|---|---|---|
| 2026 | 0.00% | 0.34% |
| 2025 | 0.55% | 1.35% |
| 2024 | 0.53% | 1.43% |
| 2023 | 0.26% | 1.60% |
| 2022 | 0.00% | 1.62% |
| 2021 | 0.00% | 1.35% |
| 2020 | 0.00% | 1.75% |
| 2019 | 0.00% | 1.87% |
| 2018 | 0.00% | 1.99% |
| 2017 | 0.00% | 1.60% |
| 2016 | 0.00% | 1.71% |
| 2015 | 0.00% | 1.97% |
| 2014 | 0.00% | 1.43% |
| 2013 | 0.00% | 1.61% |
| 2012 | 0.00% | 1.89% |
| 2011 | 0.00% | 1.85% |
| 2010 | 0.00% | 1.34% |
| 2009 | 0.00% | 1.32% |
| 2008 | 0.00% | 1.21% |
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