SHLD
IndustrialsGlobal X Defense Tech ETF
Global X · Tracks Global X Defense Tech Index · Inception Sep 11, 2023
Trailing returns
through Oct 23, 2026- 1 year
- -8.8%
- 3 year
- +35.0%
- annualized
- 5 year
- —
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.50% expense ratio.
Based on $6.49B in net assets.
Top-10 holdings represent 59.3% of net assets.
Industrials base · ETF wrapper · 0.69% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through SHLD, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare SHLD's fee against another fund
Compounds the 0.50% expense ratio against a peer over decades.
Tool · Overlap
Compare SHLD's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Industrials funds.
Tool · TLH
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Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for SHLD across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | LOCKHEED MARTIN CORPORATION | 8.42% |
| 2 | RTX CORPORATION | 7.76% |
| 3 | GENERAL DYNAMICS CORPORATION | 7.67% |
| 4 | PALANTIR TECHNOLOGIES INC. | 7.07% |
| 5 | Rheinmetall Aktiengesellschaft | 5.76% |
| 6 | BAE SYSTEMS PLC | 4.88% |
| 7 | L3HARRIS TECHNOLOGIES, INC. | 4.69% |
| 8 | HANWHA AEROSPACE CO., LTD. | 4.40% |
| 9 | LEONARDO - SOCIETA PER AZIONI | 4.35% |
| 10 | THALES SA | 4.27% |
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