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 -54.28% vs 0.92% for SHLD. At a 0.26 correlation, their price movements are largely independent.
Performance
TIGR vs. SHLD - Performance Comparison
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Returns By Period
In the year-to-date period, TIGR achieves a -51.99% return, which is significantly lower than SHLD's -6.37% return.
TIGR
- 1D
- -0.43%
- 1M
- -3.77%
- 6M
- -55.52%
- YTD
- -51.99%
- 1Y
- -54.28%
- 3Y*
- 13.49%
- 5Y*
- -24.06%
- 10Y*
- —
SHLD
- 1D
- -1.18%
- 1M
- -4.95%
- 6M
- -20.55%
- YTD
- -6.37%
- 1Y
- 0.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TIGR vs. SHLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
TIGR UP Fintech Holding Limited | -51.99% | 47.99% | 46.15% | -15.49% |
SHLD Global X Defense Tech ETF | -6.37% | 74.16% | 35.03% | 12.89% |
Correlation
The correlation between TIGR and SHLD is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2023 | 0.26 |
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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.
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.
| TIGR | SHLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.48 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.03 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.82 | 0.04 | -0.86 |
| Martin ratioReturn relative to average drawdown | -1.42 | 0.09 | -1.51 |
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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 -25.40%. Use the drawdown chart below to compare losses from any high point for TIGR and SHLD.
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Drawdown Indicators
| TIGR | SHLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.65% | -25.40% | -68.25% |
Max Drawdown (1Y)Largest decline over 1 year | -66.44% | -25.40% | -41.04% |
Max Drawdown (3Y)Largest decline over 3 years | -66.44% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -88.15% | — | — |
Current DrawdownCurrent decline from peak | -87.50% | -22.25% | -65.25% |
Average DrawdownAverage peak-to-trough decline | -78.02% | -3.82% | -74.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 38.27% | 9.99% | +28.28% |
Volatility
TIGR vs. SHLD - Volatility Comparison
The current volatility for UP Fintech Holding Limited (TIGR) is 9.19%, while Global X Defense Tech ETF (SHLD) has a volatility of 9.71%. This indicates that TIGR 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
| TIGR | SHLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.19% | 9.71% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 46.65% | 20.10% | +26.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 62.33% | 25.23% | +37.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 81.86% | 21.57% | +60.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 90.14% | 21.57% | +68.57% |
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 0.70%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
SHLD Global X Defense Tech ETF | 0.70% | 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 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SHLD has higher volatility (9.71%) compared to TIGR (9.19%). In terms of maximum drawdown, TIGR dropped -93.65% vs SHLD's -25.40%.
SHLD currently has the higher Sharpe Ratio (0.04 vs -0.87), 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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