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SHLD
+7.18 · +11.05%
$72.14 · NYSE ARCA

Global X Defense Tech ETF (SHLD) ETF Analysis | Industrials

Global X Funds · USA
AUM:$7.4B
#– of – in Industrials ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 77.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is SHLD?

The fund invests at least 80% of its net assets, plus borrowings for investment purposes (if any), in the securities of the Global X Defense Tech Index, which may include common stocks, American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on the securities in the underlying index. The underlying index is owned and was developed by Global X Management Company LLC, an affiliate of the fund and the fund's investment adviser.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SHLD delivered 77.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 59.8% of the ETF — significant weight in a small number of names.
ETF Information
AUM$7.4B
Expense Ratio0.50%
Dividend Yield0.47%
Holdings49
Inception DateSept 2023
Domicile–
Distribution–
Index–
ProviderGlobal X Funds
Beta–
CategoryIndustrials
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-11.6%
1Y
+6.2%
3Y
+171.2%
5Y
+171.2%
OpenBook InsightIf you had invested £10,000 in SHLD 5 years ago, it would have grown to £27,122 — a gain of £17,122.

Annual Returns

Calendar year performance

SHLD delivered positive returns in 3 of the last 4 calendar years.
YearSHLD
2026 YTD-0.4%
2025+74.7%
2024+35.1%
2023+12.9%
CAGR 3yr+38.6%
3/4 positive yearsAvg return: +30.6%Worst year: -0.4% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
24.6%
Moderate
Momentum
+10.3%
30-day change
Support Level
64.37
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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