SHLD vs. VST
SHLD (Global X Defense Tech ETF) is Aerospace & Defense fund tracking the Global X Defense Tech Index, while VST (Vistra Corp.) is a stock. Over the past year, SHLD returned 10.40% vs -14.43% for VST. At a 0.32 correlation, their price movements are largely independent.
Performance
SHLD vs. VST - Performance Comparison
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Returns By Period
In the year-to-date period, SHLD achieves a -1.50% return, which is significantly higher than VST's -8.13% return.
SHLD
- 1D
- -2.04%
- 1M
- 0.05%
- YTD
- -1.50%
- 6M
- -1.03%
- 1Y
- 10.40%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VST
- 1D
- 1.12%
- 1M
- 3.79%
- YTD
- -8.13%
- 6M
- -12.74%
- 1Y
- -14.43%
- 3Y*
- 83.39%
- 5Y*
- 54.40%
- 10Y*
- —
SHLD vs. VST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SHLD Global X Defense Tech ETF | -1.50% | 74.16% | 35.03% | 12.89% |
VST Vistra Corp. | -8.13% | 17.66% | 261.52% | 15.66% |
Correlation
The correlation between SHLD and VST is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2023 | 0.32 |
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Return for Risk
SHLD vs. VST — Risk / Return Rank
SHLD
VST
SHLD vs. VST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Defense Tech ETF (SHLD) and Vistra Corp. (VST). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SHLD | VST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.72 | ||
| Sortino ratioReturn per unit of downside risk | +0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.99 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.52 | -0.38 | +0.90 |
| Martin ratioReturn relative to average drawdown | 1.28 | -0.70 | +1.98 |
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Drawdowns
SHLD vs. VST - Drawdown Comparison
The maximum SHLD drawdown since its inception was -20.10%, smaller than the maximum VST drawdown of -53.32%. Use the drawdown chart below to compare losses from any high point for SHLD and VST.
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Drawdown Indicators
| SHLD | VST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.10% | -53.32% | +33.22% |
Max Drawdown (1Y)Largest decline over 1 year | -20.10% | -38.01% | +17.91% |
Max Drawdown (3Y)Largest decline over 3 years | — | -48.80% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -48.80% | — |
Current DrawdownCurrent decline from peak | -18.20% | -31.89% | +13.69% |
Average DrawdownAverage peak-to-trough decline | -3.34% | -13.72% | +10.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.12% | 20.73% | -12.61% |
Volatility
SHLD vs. VST - Volatility Comparison
The current volatility for Global X Defense Tech ETF (SHLD) is 9.05%, while Vistra Corp. (VST) has a volatility of 15.14%. This indicates that SHLD experiences smaller price fluctuations and is considered to be less risky than VST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHLD | VST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.05% | 15.14% | -6.09% |
Volatility (6M)Calculated over the trailing 6-month period | 19.94% | 37.96% | -18.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.55% | 48.75% | -24.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.29% | 47.97% | -26.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.29% | 42.22% | -20.93% |
Dividends
SHLD vs. VST - Dividend Comparison
SHLD's dividend yield for the trailing twelve months is around 0.56%, less than VST's 0.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHLD Global X Defense Tech ETF | 0.56% | 0.55% | 0.53% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VST Vistra Corp. | 0.61% | 0.56% | 0.63% | 2.13% | 3.12% | 2.64% | 2.75% | 2.17% | 0.00% | 0.00% | 14.97% |
Frequently Asked Questions
SHLD and VST have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VST has higher volatility (15.14%) compared to SHLD (9.05%). In terms of maximum drawdown, SHLD dropped -20.10% vs VST's -53.32%.
SHLD currently has the higher Sharpe Ratio (0.43 vs -0.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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