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Global X Defence Tech Index ETF (SHLD.TO)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

CUSIP
37960A529
Issuer
Global X
Inception Date
Apr 21, 2025
Leveraged
1x (No leverage)
Index Tracked
Global X Defense Tech Index
Domicile
Canada
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in Global X Defence Tech Index ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Different Benchmark Currency

SHLD.TO is traded in CAD, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to CAD using the latest available exchange rates.

Returns By Period


Global X Defence Tech Index ETF

1D
3.91%
1M
-3.17%
YTD
11.06%
6M
1.41%
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.80%
1M
-3.22%
YTD
-3.34%
6M
-2.48%
1Y
12.46%
3Y*
17.80%
5Y*
12.48%
10Y*
12.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 30, 2025, SHLD.TO's average daily return is +0.17%, while the average monthly return is +3.51%. At this rate, your investment would double in approximately 1.7 years.

Historically, 64% of months were positive and 36% were negative. The best month was Jan 2026 with a return of +15.0%, while the worst month was Nov 2025 at -8.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.

On a daily basis, SHLD.TO closed higher 56% of trading days. The best single day was May 2, 2025 with a return of +5.6%, while the worst single day was Jan 20, 2026 at -4.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202615.01%-0.27%-3.17%11.06%
202511.80%5.59%3.43%0.61%14.22%-2.01%-8.80%2.18%28.13%

Benchmark Metrics

Global X Defence Tech Index ETF has an annualized alpha of 30.87%, beta of 0.77, and R² of 0.16 versus S&P 500 Index. Calculated based on daily prices since May 01, 2025.

  • This ETF captured 273.48% of S&P 500 Index gains and 149.42% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • R² of 0.16 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
30.87%
Beta
0.77
0.16
Upside Capture
273.48%
Downside Capture
149.42%

Expense Ratio

SHLD.TO has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Global X Defence Tech Index ETF (SHLD.TO) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

Global X Defence Tech Index ETF provided a 0.16% dividend yield over the last twelve months, with an annual payout of CA$0.05 per share.


0.18%CA$0.00CA$0.01CA$0.02CA$0.03CA$0.04CA$0.052025
Dividends
Dividend Yield
PeriodTTM2025
DividendCA$0.05CA$0.05

Dividend yield

0.16%0.18%

Monthly Dividends

The table displays the monthly dividend distributions for Global X Defence Tech Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026CA$0.00CA$0.00CA$0.00CA$0.00
2025CA$0.05CA$0.05

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 Defence Tech Index 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 Defence Tech Index ETF was 14.91%, occurring on Dec 1, 2025. Recovery took 25 trading sessions.

The current Global X Defence Tech Index ETF drawdown is 11.30%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-14.91%Oct 9, 202537Dec 1, 202525Jan 8, 202662
-14.64%Jan 20, 202649Mar 30, 2026
-4.62%Aug 7, 20259Aug 19, 202515Sep 10, 202524
-3.61%May 9, 20252May 12, 20254May 16, 20256
-2.93%Jun 6, 20253Jun 10, 20253Jun 13, 20256

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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