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SHLD vs SPY

Comparison between GLOBAL X DEFENSE TECH ETF (SHLD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

SHLD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SHLD
$8B
Winner
SPY
$784B
Expense Ratio
SHLD
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
SHLD
22.38%
SPY
56.47%
Sharpe Ratio
SHLD
0.14
Winner
SPY
1.54
5Y Beta
Winner
SHLD
0.67
SPY
1.00
P/E Ratio
SHLD
30.98
Winner
SPY
27.62
Forward P/E
SHLD
22.47
Winner
SPY
21.11
PEG Ratio
SHLD
0.59
SPY
N/A
5Y Dividends CAGR
SHLD
N/A
SPY
6.00%
5Y EPS CAGR
SHLD
N/A
SPY
25.30%
Debt to Equity
SHLD
68.86%
Winner
SPY
31.11%
P/S Ratio
Winner
SHLD
2.18
SPY
3.49
P/B Ratio
Winner
SHLD
4.61
SPY
5.30

SHLD vs SPY - Holdings Comparison

SHLD and SPY have 9 common holdings. Overlap is 1.38%

SHLD's top 25 holdings weight is 90.03%. SPY's top 25 holdings weight is 51.24%.

RankSHLDSPY
#1
GENERAL DYNAMICS CORP (GD) - 8.63%
NVIDIA CORP (NVDA) - 7.81%
#2
RTX CORP (RTX) - 8.59%
APPLE INC (AAPL) - 6.81%
#3
LOCKHEED MARTIN CORP (LMT) - 8.16%
MICROSOFT CORP (MSFT) - 4.53%
#4
NORTHROP GRUMMAN CORP (NOC) - 8.09%
AMAZON.COM INC (AMZN) - 3.72%
#5
PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 7.94%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
L3HARRIS TECHNOLOGIES INC (LHX) - 4.55%
BROADCOM INC (AVGO) - 2.77%
#7
BAE SYSTEMS PLC (n/a) - 4.28%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
RHEINMETALL AG (n/a) - 4.28%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
HANWHA AEROSPACE CO LTD (n/a) - 3.80%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
LEONARDO SPA AZ NOM POST RAGGRUPPAMENTO (n/a) - 3.63%
TESLA INC (TSLA) - 1.76%
#11
THALES (n/a) - 3.58%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
ELBIT SYSTEMS LTD (n/a) - 3.39%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
SAAB AB CLASS B (n/a) - 3.00%
ELI LILLY AND CO (LLY) - 1.38%
#14
BWX TECHNOLOGIES INC (BWXT) - 2.70%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
LEIDOS HOLDINGS INC (LDOS) - 2.13%
EXXON MOBIL CORP (XOM) - 0.92%
#16
KONGSBERG GRUPPEN ASA (n/a) - 1.92%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.76%
VISA INC CLASS A (V) - 0.87%
#18
MOOG INC CLASS A (MOG-A) - 1.68%
INTEL CORP (INTC) - 0.85%
#19
KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.57%
WALMART INC (WMT) - 0.82%
#20
LIG DEFENSE&AEROSPACE CO LTD (n/a) - 1.23%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
PLANET LABS PBC CLASS A (PL) - 1.16%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
KOREA AEROSPACE INDUSTRIES LTD (n/a) - 1.02%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
MERCURY SYSTEMS INC (MRCY) - 1.01%
CATERPILLAR INC (CAT) - 0.68%
#24
BABCOCK INTERNATIONAL GROUP PLC (n/a) - 0.98%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
AEROVIRONMENT INC (AVAV) - 0.95%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings53505

SHLD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SHLD
-7.05%
Winner
SPY
-1.37%
3M
SHLD
-17.11%
Winner
SPY
+12.22%
6M
SHLD
-8.72%
Winner
SPY
+7.20%
1Y
SHLD
+4.03%
Winner
SPY
+23.58%
5Y(CAGR)
SHLD
N/A
SPY
+13.19%
10Y(CAGR)
SHLD
N/A
SPY
+15.12%
Max(CAGR)
Winner
SHLD
+38.74%
SPY
+8.44%

SHLD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSHLDSPY
2026-8.84%+7.95%
2025+74.68%+18.00%
2024+35.09%+25.59%
2023+12.89%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SHLD vs SPY Drawdown Comparison

The maximum drawdown for SHLD was -22.38%, occurring on Jun 23, 2026. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SHLD drawdown is -22.38%. The current SPY drawdown is -3.18%.

RankSHLDSPY
#1-22.38%
Mar 9, 2026 - Jun 23, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-15.06%
Oct 8, 2025 - Jan 8, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-10.92%
Nov 11, 2024 - Feb 18, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-10.53%
Mar 18, 2025 - Apr 11, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.91%
Jan 16, 2026 - Mar 9, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.42%
Sep 18, 2023 - Oct 9, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.39%
Aug 6, 2025 - Sep 10, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.96%
Apr 8, 2024 - May 9, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.52%
Aug 30, 2024 - Oct 1, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.49%
Oct 18, 2024 - Nov 6, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.17%
May 31, 2024 - Jul 15, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.79%
Feb 18, 2025 - Mar 3, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.62%
May 8, 2025 - May 16, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.55%
Jul 31, 2024 - Aug 9, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.15%
Oct 16, 2023 - Nov 2, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SHLD and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

SHLD vs SPY dividend yield comparison.

YearSHLDSPY
20260.00%0.50%
20250.55%1.07%
20240.53%1.21%
20230.26%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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