Global X Defense Tech ETF

SHLD

Market cap $3.66B

Overview Fund Activity

65.54 USD

+0.20

0.31%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

65.78

+0.24

0.37%

1 day

0.31%

5 days

5.07%

1 month

5.47%

3 months

12.75%

6 months

42.08%

Year to date

75.71%

1 year

78.83%

5 years

164.92%

10 years

164.92%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

1,055% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 11

500% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 6 (+5) [Q2]

428% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $1.76M

236% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 25

127% more capital invested

Capital invested by funds: $488M [Q1] → $1.11B (+$617M) [Q2]

86% more funds holding

Funds holding: 133 [Q1] → 248 (+115) [Q2]

0.49% less ownership

Funds ownership: 39.45% [Q1] → 38.97% (-0.49%) [Q2]

See Fund Rankings

Financial journalist opinion

Based on 4 articles about SHLD published over the past 30 days

Disruptive Theme of the Week: Top YTD Themes in the Rearview Mirror

It may not be the end of the quarter yet, but we have made it through summer, and that seems like a good checkpoint to evaluate the top ETF investment themes YTD. Let's take a moment to look in this year's thematic ETF rearview mirror.

Disruptive Theme of the Week: Top YTD Themes in the Rearview Mirror

SHLD: Liquidity, Momentum, And Geopolitics Are Its Three Weapons

Global X Defense Tech ETF offers unique, diversified exposure to both traditional defense contractors and cutting-edge tech firms, capitalizing on global military spending and technological innovation. The ETF has demonstrated exceptional momentum, outperforming peers with 6- and 12-month returns far above the ETF median, and boasts outstanding liquidity. Key risks include higher volatility, concentration in top holdings, and reliance on government defense budgets, though turnover remains low.

SHLD: Liquidity, Momentum, And Geopolitics Are Its Three Weapons

SHLD: The Defense ETF That's Crushing Big Tech

SHLD tracks the Global X Defense Tech Index, focusing on cybersecurity, AI, hardware, and military systems leaders. Launched in September 2023, SHLD has quickly amassed $3.5 billion in assets under management. The ETF charges a 0.50% expense ratio, which is moderate for a thematic ETF in this sector.

SHLD: The Defense ETF That's Crushing Big Tech

24/7 Wall Street

2 AI ETFs Set to Crush the NASDDAQ This Year

Everywhere you turn right now, someone is talking about artificial intelligence, and the stock market is delivering stellar returns.

2 AI ETFs Set to Crush the NASDDAQ This Year

Zacks Investment Research

ETFs to Ride on Palantir's First Billion-Dollar Quarter Revenues

PLTR tops $1B in Q2 revenues for the first time, fueling ETFs like PLTU, IGV, IETC, and SHLD that are tied to the stock's surge.

ETFs to Ride on Palantir's First Billion-Dollar Quarter Revenues

Zacks Investment Research

ETFs in Focus in Light of Aerospace & Defense Q2 Earnings Boost

NOC, RTX, and LMT top earnings estimates in Q2, highlighting strength in the booming Aerospace & Defense sector. Tap ETFs like ITA, PPA and XAR.

ETFs in Focus in Light of Aerospace & Defense Q2 Earnings Boost

SHLD: Shield Yourself From Losses - Sell

SHLD offers exposure to top global defense and aerospace firms, benefiting from long-term catalysts like rising NATO and government military spending. Recent earnings and contract wins highlight sector strength and ongoing global conflicts and spending commitments drive continued demand for defense technologies. Valuation analysis shows SHLD's top holdings, especially PLTR, are significantly overvalued across P/E, P/S, and EV/EBITDA metrics versus sector medians.

SHLD: Shield Yourself From Losses - Sell

ETFs That Could Benefit Most From the ‘Big, Beautiful' Tax Cut

Ned Davis sees defense, nuclear, digital assets, and artificial intelligence benefiting from the passage of President Donald Trump's One Big, Beautiful Bill.

ETFs That Could Benefit Most From the ‘Big, Beautiful' Tax Cut

SHLD: A Compelling ETF, But Prefer To Wait For Some Retracement

SHLD ETF, a $3B sized ETF which covers 42 global defense tech stocks, most of which are large-caps, has trounced global stocks and US stocks by 6-9x on average thisyear. Despite its passively managed profile, SHLD, which covers stocks that have over 50% of their revenue from defense tech, witnesses a high tracking error. Global defense spending is poised to grow by mid-single-digits for the forseeable future, but SHLD's top 10 stocks are poised to deliver weighted average topline growth of almost 3x more.

SHLD: A Compelling ETF, But Prefer To Wait For Some Retracement

Space ETFs vs. Aerospace & Defense ETFs: View From Above

While aerospace and defense ETFs have recently caught investor interest, space ETFs have been quietly gaining traction. The space sector shares some overlap with the aerospace industry.

Space ETFs vs. Aerospace & Defense ETFs: View From Above

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