VST vs. SHLD
VST (Vistra Corp.) 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, VST returned -17.71% vs -2.37% for SHLD. At a 0.30 correlation, their price movements are largely independent.
Performance
VST vs. SHLD - Performance Comparison
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Returns By Period
In the year-to-date period, VST achieves a -1.80% return, which is significantly higher than SHLD's -7.05% return.
VST
- 1D
- 1.64%
- 1M
- -3.38%
- 6M
- -4.91%
- YTD
- -1.80%
- 1Y
- -17.71%
- 3Y*
- 79.06%
- 5Y*
- 56.74%
- 10Y*
- —
- ALL TIME*
- 30.79%
SHLD
- 1D
- -0.05%
- 1M
- -3.33%
- 6M
- -22.70%
- YTD
- -7.05%
- 1Y
- -2.37%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 37.29%
VST vs. SHLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
VST Vistra Corp. | -1.80% | 17.66% | 261.52% | 15.66% |
SHLD Global X Defense Tech ETF | -7.05% | 74.16% | 35.03% | 12.89% |
Correlation
The correlation between VST and SHLD is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2023 | 0.30 |
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Return for Risk
VST vs. SHLD — Risk / Return Rank
VST
SHLD
VST vs. SHLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vistra Corp. (VST) 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.
| VST | SHLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.00 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.47 | -0.09 | -0.37 |
| Martin ratioReturn relative to average drawdown | -0.80 | -0.23 | -0.57 |
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Drawdowns
VST vs. SHLD - Drawdown Comparison
The maximum VST drawdown since its inception was -53.32%, which is greater than SHLD's maximum drawdown of -25.40%. Use the drawdown chart below to compare losses from any high point for VST and SHLD.
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Drawdown Indicators
| VST | SHLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.32% | -25.40% | -27.92% |
Max Drawdown (1Y)Largest decline over 1 year | -38.01% | -25.40% | -12.61% |
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 | -27.20% | -22.81% | -4.39% |
Average DrawdownAverage peak-to-trough decline | -13.85% | -3.95% | -9.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.32% | 10.49% | +11.83% |
Volatility
VST vs. SHLD - Volatility Comparison
Vistra Corp. (VST) has a higher volatility of 10.86% compared to Global X Defense Tech ETF (SHLD) at 8.21%. This indicates that VST'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
| VST | SHLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.86% | 8.21% | +2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 34.20% | 19.76% | +14.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.76% | 25.13% | +23.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.96% | 21.51% | +26.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.18% | 21.51% | +20.67% |
Dividends
VST vs. SHLD - Dividend Comparison
VST's dividend yield for the trailing twelve months is around 0.58%, less than SHLD's 0.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHLD Global X Defense Tech ETF | 0.71% | 0.55% | 0.53% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VST Vistra Corp. | 0.58% | 0.56% | 0.63% | 2.13% | 3.12% | 2.64% | 2.75% | 2.17% | 0.00% | 0.00% | 14.97% |
Frequently Asked Questions
VST and SHLD have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VST has higher volatility (10.86%) compared to SHLD (8.21%). In terms of maximum drawdown, VST dropped -53.32% vs SHLD's -25.40%.
SHLD currently has the higher Sharpe Ratio (-0.10 vs -0.37), 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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