SHLD vs SPXL
Comparison between GLOBAL X DEFENSE TECH ETF (SHLD, ETF) and DIREXION DAILY S&P 500(R) BULL 3X SHARES (SPXL, ETF).
SHLD vs SPXL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHLD
$6.90B
SPXL
$6.90B
Expense Ratio
SHLD
0.50%
SPXL
N/A
Max Drawdown
Winner
SHLD
25.40%
SPXL
76.86%
Sharpe Ratio
SHLD
0.28
Winner
SPXL
1.37
5Y Beta
Winner
SHLD
0.68
SPXL
2.89
P/E Ratio
SHLD
32.58
Winner
SPXL
25.47
Forward P/E
SHLD
24.81
Winner
SPXL
19.97
PEG Ratio
SHLD
0.95
Winner
SPXL
0.26
5Y Dividends CAGR
SHLD
N/A
SPXL
58.17%
5Y EPS CAGR
SHLD
5.04%
Winner
SPXL
30.76%
Debt to Equity
SHLD
60.56%
Winner
SPXL
40.75%
P/S Ratio
Winner
SHLD
2.35
SPXL
3.58
P/B Ratio
Winner
SHLD
4.71
SPXL
5.75
SHLD vs SPXL - Holdings Comparison
SHLD and SPXL have 7 common holdings. Overlap is 0.34%
SHLD's top 25 holdings weight is 90.64%. SPXL's top 25 holdings weight is 67.90%.
| Rank | SHLD | SPXL |
|---|---|---|
| #1 | RTX CORP (RTX) - 9.44% | S&P 500 INDEX SWAP (n/a) - 15.22% |
| #2 | GENERAL DYNAMICS CORP (GD) - 9.24% | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 11.96% |
| #3 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 8.36% | NVIDIA CORP (NVDA) - 5.61% |
| #4 | LOCKHEED MARTIN CORP (LMT) - 8.19% | DREYFUS GOVT CASH MAN INS (n/a) - 5.40% |
| #5 | NORTHROP GRUMMAN CORP (NOC) - 7.95% | APPLE INC (AAPL) - 5.38% |
| #6 | BAE SYSTEMS PLC (n/a) - 4.62% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 3.30% |
| #7 | L3HARRIS TECHNOLOGIES INC (LHX) - 4.31% | MICROSOFT CORP (MSFT) - 3.30% |
| #8 | RHEINMETALL AG (n/a) - 3.87% | AMAZON.COM INC (AMZN) - 2.71% |
| #9 | LEONARDO SPA AZ NOM POST RAGGRUPPAMENTO (n/a) - 3.70% | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 2.70% |
| #10 | THALES (n/a) - 3.67% | ALPHABET INC CLASS A (GOOGL) - 2.27% |
| #11 | SAAB AB CLASS B (n/a) - 3.50% | BROADCOM INC (AVGO) - 2.04% |
| #12 | ELBIT SYSTEMS LTD (n/a) - 3.40% | ALPHABET INC CLASS C (GOOG) - 1.83% |
| #13 | HANWHA AEROSPACE CO LTD (n/a) - 3.14% | META PLATFORMS INC CLASS A (META) - 1.58% |
| #14 | BWX TECHNOLOGIES INC (BWXT) - 2.51% | MICRON TECHNOLOGY INC (MU) - 1.22% |
| #15 | LEIDOS HOLDINGS INC (LDOS) - 2.09% | TESLA INC (TSLA) - 1.19% |
| #16 | KONGSBERG GRUPPEN ASA (n/a) - 1.89% | ORACLE CORP (ORCL) - 0.24% |
| #17 | MOOG INC CLASS A (MOG-A) - 1.80% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.22% |
| #18 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.68% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.22% |
| #19 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.43% | AMGEN INC (AMGN) - 0.22% |
| #20 | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 1.07% | AMPHENOL CORP CLASS A (APH) - 0.22% |
| #21 | KOREA AEROSPACE INDUSTRIES LTD (n/a) - 1.01% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.22% |
| #22 | PLANET LABS PBC CLASS A (PL) - 1.01% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.22% |
| #23 | MERCURY SYSTEMS INC (MRCY) - 0.93% | MCDONALD'S CORP (MCD) - 0.21% |
| #24 | PARSONS CORP (PSN) - 0.93% | WESTERN DIGITAL CORP (WDC) - 0.21% |
| #25 | AEROVIRONMENT INC (AVAV) - 0.90% | PEPSICO INC (PEP) - 0.21% |
| Total Holdings | 55 | 471 |
SHLD vs SPXL - Historical Returns
Returns include dividend reinvestment.
1M
SHLD
+4.53%
Winner
SPXL
+5.58%
3M
SHLD
+0.05%
Winner
SPXL
+11.40%
6M
SHLD
-6.68%
Winner
SPXL
+29.53%
1Y
SHLD
+7.25%
Winner
SPXL
+59.50%
5Y(CAGR)
SHLD
N/A
SPXL
+20.91%
10Y(CAGR)
SHLD
N/A
SPXL
+29.19%
Max(CAGR)
Winner
SHLD
+42.44%
SPXL
+28.78%
SHLD vs SPXL - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | SHLD | SPXL |
|---|---|---|
| 2026 | +2.36% | +31.96% |
| 2025 | +74.68% | +33.02% |
| 2024 | +35.09% | +66.58% |
| 2023 | +12.89% | +71.53% |
| 2022 | N/A | -57.31% |
| 2021 | N/A | +107.32% |
| 2020 | N/A | +6.68% |
| 2019 | N/A | +102.65% |
| 2018 | N/A | -26.55% |
| 2017 | N/A | +67.50% |
| 2016 | N/A | +35.96% |
| 2015 | N/A | -5.43% |
| 2014 | N/A | +41.39% |
| 2013 | N/A | +102.91% |
| 2012 | N/A | +37.95% |
| 2011 | N/A | -17.26% |
| 2010 | N/A | +32.94% |
| 2009 | N/A | +50.59% |
| 2008 | N/A | -28.52% |
SHLD vs SPXL 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 SPXL was -76.86%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The current SHLD drawdown is -12.85%. The current SPXL drawdown is -1.14%.
| Rank | SHLD | SPXL |
|---|---|---|
| #1 | -25.40% Mar 9, 2026 - Jun 25, 2026 | -76.86% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -15.06% Oct 8, 2025 - Jan 8, 2026 | -71.32% Nov 5, 2008 - Sep 15, 2009 |
| #3 | -10.92% Nov 11, 2024 - Feb 18, 2025 | -63.80% Jan 3, 2022 - Jun 12, 2024 |
| #4 | -10.53% Mar 18, 2025 - Apr 11, 2025 | -53.81% Apr 29, 2011 - Sep 13, 2012 |
| #5 | -8.91% Jan 16, 2026 - Mar 9, 2026 | -50.17% Sep 20, 2018 - Jul 12, 2019 |
| #6 | -5.42% Sep 18, 2023 - Oct 9, 2023 | -48.95% Dec 6, 2024 - Jul 25, 2025 |
| #7 | -5.39% Aug 6, 2025 - Sep 10, 2025 | -43.44% Apr 23, 2010 - Dec 10, 2010 |
| #8 | -4.96% Apr 8, 2024 - May 9, 2024 | -39.56% May 21, 2015 - Jul 20, 2016 |
| #9 | -4.52% Aug 30, 2024 - Oct 1, 2024 | -29.48% Jan 26, 2018 - Sep 20, 2018 |
| #10 | -4.49% Oct 18, 2024 - Nov 6, 2024 | -26.77% Jan 12, 2026 - Apr 17, 2026 |
| #11 | -4.17% May 31, 2024 - Jul 15, 2024 | -24.36% Jul 16, 2024 - Sep 26, 2024 |
| #12 | -3.79% Feb 18, 2025 - Mar 3, 2025 | -22.79% Jan 19, 2010 - Mar 11, 2010 |
| #13 | -3.62% May 8, 2025 - May 16, 2025 | -21.42% Sep 14, 2012 - Jan 10, 2013 |
| #14 | -3.55% Jul 31, 2024 - Aug 9, 2024 | -21.05% Sep 18, 2014 - Nov 3, 2014 |
| #15 | -3.15% Oct 16, 2023 - Nov 2, 2023 | -17.96% Jul 26, 2019 - Nov 1, 2019 |
Correlation
Correlation between SHLD and SPXL is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2008 - 2026)
SHLD vs SPXL dividend yield comparison.
| Year | SHLD | SPXL |
|---|---|---|
| 2026 | 0.28% | 0.33% |
| 2025 | 0.55% | 0.69% |
| 2024 | 0.53% | 0.74% |
| 2023 | 0.26% | 0.98% |
| 2022 | 0.00% | 0.32% |
| 2021 | 0.00% | 0.11% |
| 2020 | 0.00% | 0.22% |
| 2019 | 0.00% | 0.84% |
| 2018 | 0.00% | 1.02% |
| 2017 | 0.00% | 3.88% |
| 2010 | 0.00% | 2.17% |
| 2009 | 0.00% | 13.15% |
| 2008 | 0.00% | 0.18% |
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