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SHLD
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Global X Defense Tech ETF (SHLD)

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$62.26
Last Close (24-hour delay)
Profit since last BUY55.11%
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BUY since 153 days
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Upturn Advisory Summary

08/29/2025: SHLD (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit 96.82%
Avg. Invested days 98
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/29/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 32.52 - 60.64
Updated Date 06/30/2025
52 Weeks Range 32.52 - 60.64
Updated Date 06/30/2025

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Global X Funds

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ETF Overview

overview logo Overview

The Global X Defense Tech ETF (DFEN) seeks to invest in companies that are positioned to benefit from the development of defense technology, such as those involved in advanced radar systems, cybersecurity, satellite technology, and autonomous and robotic systems.

reliability logo Reputation and Reliability

Global X is a well-known ETF provider with a solid reputation for thematic and innovative ETFs.

reliability logo Management Expertise

Global X has a dedicated team of portfolio managers and analysts experienced in managing thematic investment strategies.

Investment Objective

overview logo Goal

The fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Indxx US Defense Tech Index.

Investment Approach and Strategy

Strategy: The ETF aims to track the Indxx US Defense Tech Index, which is designed to provide exposure to U.S. companies involved in defense technology.

Composition The ETF primarily holds stocks of companies involved in the defense technology sector.

Market Position

Market Share: DFEN holds a significant portion of the market share in the defense tech ETF category.

Total Net Assets (AUM): 28010000

Competitors

overview logo Key Competitors

  • ITA
  • PPA

Competitive Landscape

The defense tech ETF market is dominated by a few key players. DFEN offers a more focused approach on defense technology than broader aerospace and defense ETFs. However, broader ETFs might offer greater diversification.

Financial Performance

Historical Performance: Historical performance data should be sourced from reliable financial data providers. Please search for DFEN.

Benchmark Comparison: Benchmark comparison should be sourced from reliable financial data providers. Please search for DFEN versus the Indxx US Defense Tech Index.

Expense Ratio: 0.45

Liquidity

Average Trading Volume

DFEN exhibits moderate liquidity, facilitating relatively easy trading under normal market conditions.

Bid-Ask Spread

The bid-ask spread for DFEN is typically tight, indicating relatively low transaction costs.

Market Dynamics

Market Environment Factors

Economic indicators, geopolitical tensions, and government defense spending policies all influence DFEN. The defense tech sector is impacted by global security concerns and technological advancements.

Growth Trajectory

The growth trajectory of DFEN depends on factors such as increased defense spending, technological innovation in defense, and geopolitical instability. Increased focus on cybersecurity and autonomous systems also contribute.

Moat and Competitive Advantages

Competitive Edge

DFEN's competitive edge lies in its focused exposure to the defense technology sub-sector, differentiating it from broader aerospace and defense ETFs. This targeted approach allows investors to capitalize on specific technological advancements within the defense industry. The ETF's expense ratio is competitive, adding to its appeal. The Global X brand provides trust and recognition.

Risk Analysis

Volatility

Historical volatility data should be sourced from reliable financial data providers. Please search for DFEN.

Market Risk

DFEN is subject to market risk and sector-specific risks. Geopolitical events, changes in government regulations, and technological disruptions can impact the fund's performance.

Investor Profile

Ideal Investor Profile

The ideal investor is seeking targeted exposure to the defense technology sector and believes in the growth potential of companies involved in advanced defense technologies. This could include growth investors or those with sector-specific interests.

Market Risk

DFEN can be suitable for both long-term investors seeking thematic exposure and active traders looking to capitalize on short-term market trends in the defense sector.

Summary

The Global X Defense Tech ETF (DFEN) offers targeted exposure to companies involved in defense technology. This provides investors a way to capitalize on the defense industry and global security issues. DFEN's performance is influenced by defense spending, technological innovation, and geopolitical events. It competes with other aerospace and defense ETFs, and is suitable for investors with high risk tolerance. The AI rating is 4.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Global X ETFs website
  • Indxx
  • Financial data providers (e.g., Bloomberg, Yahoo Finance)

Disclaimers:

The information provided is for informational purposes only and should not be considered as investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market data can change rapidly.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Global X Funds

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

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. The fund is non-diversified.