TIGR vs. SHLD
TIGR (UP Fintech Holding Limited) is a stock, while SHLD (Global X Defense Tech ETF) is Aerospace & Defense fund tracking the Global X Defense Tech Index. Over the past year, TIGR returned -43.40% vs 11.52% for SHLD. At a 0.27 correlation, their price movements are largely independent.
Performance
TIGR vs. SHLD - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, TIGR achieves a -50.21% return, which is significantly lower than SHLD's -0.74% return.
TIGR
- 1D
- 1.93%
- 1M
- -28.53%
- YTD
- -50.21%
- 6M
- -47.17%
- 1Y
- -43.40%
- 3Y*
- 16.31%
- 5Y*
- -29.17%
- 10Y*
- —
SHLD
- 1D
- 1.58%
- 1M
- -4.77%
- YTD
- -0.74%
- 6M
- 2.22%
- 1Y
- 11.52%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TIGR vs. SHLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
TIGR UP Fintech Holding Limited | -50.21% | 47.99% | 46.15% | -15.81% |
SHLD Global X Defense Tech ETF | -0.74% | 74.16% | 35.03% | 12.89% |
Correlation
The correlation between TIGR and SHLD is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Sep 14, 2023 | 0.27 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
TIGR vs. SHLD — Risk / Return Rank
TIGR
SHLD
TIGR vs. SHLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UP Fintech Holding Limited (TIGR) 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.
| TIGR | SHLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.13 | ||
| Sortino ratioReturn per unit of downside risk | -1.57 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.10 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.66 | 0.58 | -1.23 |
| Martin ratioReturn relative to average drawdown | -1.34 | 1.52 | -2.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| TIGR | SHLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.65 | 0.48 | -1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.35 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.12 | 2.03 | -2.16 |
Drawdowns
TIGR vs. SHLD - Drawdown Comparison
The maximum TIGR drawdown since its inception was -93.65%, which is greater than SHLD's maximum drawdown of -20.10%. Use the drawdown chart below to compare losses from any high point for TIGR and SHLD.
Loading charts...
Drawdown Indicators
| TIGR | SHLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.65% | -20.10% | -73.55% |
Max Drawdown (1Y)Largest decline over 1 year | -66.44% | -20.10% | -46.34% |
Max Drawdown (3Y)Largest decline over 3 years | -66.44% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -92.04% | — | — |
Current DrawdownCurrent decline from peak | -87.04% | -17.57% | -69.47% |
Average DrawdownAverage peak-to-trough decline | -77.93% | -3.21% | -74.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 32.52% | 7.60% | +24.92% |
Volatility
TIGR vs. SHLD - Volatility Comparison
UP Fintech Holding Limited (TIGR) has a higher volatility of 35.90% compared to Global X Defense Tech ETF (SHLD) at 8.02%. This indicates that TIGR's price experiences larger fluctuations and is considered to be riskier than SHLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| TIGR | SHLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 35.90% | 8.02% | +27.88% |
Volatility (6M)Calculated over the trailing 6-month period | 48.13% | 19.39% | +28.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 66.94% | 24.08% | +42.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 82.99% | 21.14% | +61.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 89.75% | 21.14% | +68.61% |
Dividends
TIGR vs. SHLD - Dividend Comparison
TIGR has not paid dividends to shareholders, while SHLD's dividend yield for the trailing twelve months is around 0.55%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
SHLD Global X Defense Tech ETF | 0.55% | 0.55% | 0.53% | 0.26% |
TIGR UP Fintech Holding Limited | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TIGR and SHLD have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TIGR has higher volatility (35.90%) compared to SHLD (8.02%). In terms of maximum drawdown, TIGR dropped -93.65% vs SHLD's -20.10%.
SHLD currently has the higher Sharpe Ratio (0.48 vs -0.65), 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.
Find the right allocation for TIGR and SHLD
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer