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 -47.87% vs 4.60% for SHLD. Their 0.26 correlation means their historical movements had little consistent relationship.
Performance
TIGR vs. SHLD - Performance Comparison
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Returns By Period
In the year-to-date period, TIGR achieves a -48.74% return, which is significantly lower than SHLD's -2.06% return.
TIGR
- 1D
- 0.41%
- 1M
- 6.99%
- 6M
- -42.62%
- YTD
- -48.74%
- 1Y
- -47.87%
- 3Y*
- 4.61%
- 5Y*
- -21.03%
- 10Y*
- —
- ALL TIME*
- -6.61%
SHLD
- 1D
- 0.76%
- 1M
- -1.11%
- 6M
- -15.67%
- YTD
- -2.06%
- 1Y
- 4.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 39.34%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $70.01M | $66.37M | $108.83M | |
| $9.58M | $8.66M | $21.86M |
TIGR vs. SHLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
TIGR UP Fintech Holding Limited | -48.74% | 47.99% | 46.15% | -15.49% |
SHLD Global X Defense Tech ETF | -2.06% | 74.16% | 35.03% | 12.89% |
Correlation
The correlation between TIGR and SHLD is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
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 | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -1.48 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.05 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.75 | 0.15 | -0.91 |
| Martin ratioReturn relative to average drawdown | -1.22 | 0.35 | -1.57 |
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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 | -87.28% | — | — |
Current DrawdownCurrent decline from peak | -86.66% | -18.67% | -67.99% |
Average DrawdownAverage peak-to-trough decline | -78.09% | -4.15% | -73.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 40.95% | 11.13% | +29.82% |
Volatility
TIGR vs. SHLD - Volatility Comparison
UP Fintech Holding Limited (TIGR) has a higher volatility of 10.03% compared to Global X Defense Tech ETF (SHLD) at 7.73%. 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.
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Volatility by Period
| TIGR | SHLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.03% | 7.73% | +2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 45.76% | 20.16% | +25.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 61.48% | 25.33% | +36.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 80.96% | 21.56% | +59.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 89.85% | 21.56% | +68.29% |
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 0.67%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
SHLD Global X Defense Tech ETF | 0.67% | 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 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TIGR has higher volatility (10.03%) compared to SHLD (7.73%). In terms of maximum drawdown, TIGR dropped -93.65% vs SHLD's -25.40%.
SHLD currently has the higher Sharpe Ratio (0.15 vs -0.82), 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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