AIQ vs. SHLD
Compare and contrast key facts about Global X Artificial Intelligence & Technology ETF (AIQ) and Global X Defense Tech ETF (SHLD).
AIQ and SHLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AIQ is a passively managed fund by Global X that tracks the performance of the Indxx Artificial Intelligence & Big Data Index. It was launched on May 11, 2018. SHLD is a passively managed fund by Global X that tracks the performance of the Global X Defense Tech Index - Benchmark TR Net. It was launched on Sep 11, 2023. Both AIQ and SHLD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
AIQ vs. SHLD - Performance Comparison
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AIQ vs. SHLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AIQ Global X Artificial Intelligence & Technology ETF | -6.92% | 31.89% | 24.11% | 10.40% |
SHLD Global X Defense Tech ETF | 13.41% | 74.16% | 35.03% | 12.89% |
Returns By Period
In the year-to-date period, AIQ achieves a -6.92% return, which is significantly lower than SHLD's 13.41% return.
AIQ
- 1D
- 1.44%
- 1M
- -5.43%
- YTD
- -6.92%
- 6M
- -5.03%
- 1Y
- 29.18%
- 3Y*
- 24.62%
- 5Y*
- 10.54%
- 10Y*
- —
SHLD
- 1D
- 3.73%
- 1M
- -4.67%
- YTD
- 13.41%
- 6M
- 5.02%
- 1Y
- 56.65%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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AIQ vs. SHLD - Expense Ratio Comparison
AIQ has a 0.68% expense ratio, which is higher than SHLD's 0.50% expense ratio.
Return for Risk
AIQ vs. SHLD — Risk / Return Rank
AIQ
SHLD
AIQ vs. SHLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Artificial Intelligence & Technology ETF (AIQ) and Global X Defense Tech ETF (SHLD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AIQ | SHLD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 2.22 | -1.13 |
Sortino ratioReturn per unit of downside risk | 1.64 | 2.89 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.38 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 3.90 | -2.06 |
Martin ratioReturn relative to average drawdown | 6.13 | 11.34 | -5.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIQ | SHLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 2.22 | -1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 2.62 | -1.98 |
Correlation
The correlation between AIQ and SHLD is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AIQ vs. SHLD - Dividend Comparison
AIQ's dividend yield for the trailing twelve months is around 0.20%, less than SHLD's 0.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AIQ Global X Artificial Intelligence & Technology ETF | 0.20% | 0.18% | 0.14% | 0.16% | 0.56% | 0.15% | 0.50% | 0.51% | 0.51% |
SHLD Global X Defense Tech ETF | 0.48% | 0.55% | 0.53% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AIQ vs. SHLD - Drawdown Comparison
The maximum AIQ drawdown since its inception was -44.66%, which is greater than SHLD's maximum drawdown of -15.06%. Use the drawdown chart below to compare losses from any high point for AIQ and SHLD.
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Drawdown Indicators
| AIQ | SHLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.66% | -15.06% | -29.60% |
Max Drawdown (1Y)Largest decline over 1 year | -16.47% | -15.06% | -1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -44.66% | — | — |
Current DrawdownCurrent decline from peak | -11.70% | -5.82% | -5.88% |
Average DrawdownAverage peak-to-trough decline | -9.96% | -2.58% | -7.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 5.18% | -0.23% |
Volatility
AIQ vs. SHLD - Volatility Comparison
The current volatility for Global X Artificial Intelligence & Technology ETF (AIQ) is 8.98%, while Global X Defense Tech ETF (SHLD) has a volatility of 9.74%. This indicates that AIQ experiences smaller price fluctuations and is considered to be less risky than SHLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIQ | SHLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.98% | 9.74% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 17.89% | 18.64% | -0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.96% | 25.64% | +1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.97% | 20.81% | +4.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.40% | 20.81% | +4.59% |