Global X Defense Tech ETF (SHLD)
SHLD is a passive ETF by Global X tracking the investment results of the Global X Defense Tech Index - Benchmark TR Net. SHLD launched on Sep 11, 2023 and has a 0.50% expense ratio.
ETF Info
Sep 11, 2023
North America (U.S.)
1x
Global X Defense Tech Index - Benchmark TR Net
Mid-Cap
Growth
Expense Ratio
SHLD has an expense ratio of 0.50%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Global X Defense Tech ETF (SHLD) returned 45.50% year-to-date (YTD) and 62.40% over the past 12 months.
SHLD
45.50%
7.80%
39.22%
62.40%
N/A
N/A
^GSPC (Benchmark)
1.30%
12.94%
1.49%
12.48%
15.82%
10.87%
Monthly Returns
The table below presents the monthly returns of SHLD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.88% | 6.66% | 10.18% | 11.39% | 4.98% | 45.50% | |||||||
| 2024 | 1.05% | 11.03% | 6.21% | -1.25% | 3.99% | -2.64% | 7.03% | 5.44% | -0.43% | 0.24% | 5.36% | -4.51% | 35.03% |
| 2023 | -1.65% | 5.12% | 5.80% | 3.21% | 12.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 97, SHLD is among the top 3% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Global X Defense Tech ETF (SHLD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Global X Defense Tech ETF provided a 0.37% dividend yield over the last twelve months, with an annual payout of $0.20 per share.
| Period | TTM | 2024 | 2023 |
|---|---|---|---|
| Dividend | $0.20 | $0.20 | $0.07 |
Dividend yield | 0.37% | 0.53% | 0.26% |
Monthly Dividends
The table displays the monthly dividend distributions for Global X Defense Tech ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.20 |
| 2023 | $0.07 | $0.07 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Global X Defense Tech ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Global X Defense Tech ETF was 10.92%, occurring on Dec 18, 2024. Recovery took 39 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.92% | Nov 12, 2024 | 26 | Dec 18, 2024 | 39 | Feb 18, 2025 | 65 |
| -10.53% | Mar 19, 2025 | 14 | Apr 7, 2025 | 4 | Apr 11, 2025 | 18 |
| -5.42% | Sep 19, 2023 | 13 | Oct 5, 2023 | 2 | Oct 9, 2023 | 15 |
| -4.96% | Apr 9, 2024 | 8 | Apr 18, 2024 | 12 | May 6, 2024 | 20 |
| -4.52% | Sep 3, 2024 | 4 | Sep 6, 2024 | 17 | Oct 1, 2024 | 21 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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