Compare · 2 funds side by side · dividends reinvested

ARKX and IDEF

ARKXARK×IDEFiShares×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$9,538ARKX · best of the two

02 / 04

ARKX and IDEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Defense Industrials ActThematic · Defense & space0.55%0.35%−1.3%−5.9%[…][…]−18.9%23.3%$3.7B1.3

ARK Space & Defense Innovation ETFThematic · Defense & space0.75%0.00%+3.2%−4.6%+33.1%[…]−21.8%33.6%$737M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ARKX 2021 · IDEF 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.7B[…]

IDEF

ARKX

ARK Space & Defense Innovation ETF · $737M[…]

$10,000 five years ago, dividends reinvested · they hold 13.3% in common

IDEFMeasureARKX

−1.3%Year to dateJan 1 → Nov 3+3.2%

−5.9%1 yearTotal return−4.6%

[…]3 years · per year$10,000 became […] · $23,588+33.1%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $75 a year on $10k · lower is better0.75%

0.35%Trailing 12-mo yield$35 · $0 a year on $10k0.00%

−18.9%Worst dropSmaller is better−21.8%

23.3%VolatilityLower is calmer33.6%

IDEFARKX Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2IDEF wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IDEF vs ARKX: Top 5 Holdings

Today

IDEF

24.6%in top 5

ARKX

in top 536.1%

IDEFStockARKX

not top 5SPCX10.6%

not top 5LHX7.8%

7.3%RTXnot top 5

not top 5DE6.0%

not top 5KTOS6.0%

not top 5AVAV5.7%

5.4%LMTnot top 5

4.4%GDnot top 5

4.0%NOCnot top 5

3.5%BAnot top 5

Held in common13.3%

End-of-day Nov 3, 2026 · share of each fund

IDEF vs ARKX Returns, Every Period

iSharesIDEF

−5.9%

past year

ARKXARK

−4.6%

past year

IDEFARKXFaded: behind in that period

0–2ARKX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IDEF vs ARKX

YTD

iSharesIDEF

−1.3%

ARKXARK

+3.2%

−1.3%Year to date+3.2%

−18.9%Worst drop · 1Y−21.8%

23.3%Volatility · 1Y33.6%

0.3%Yield0.0%

$3.7BAssets$737M

3–1IDEF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ARKX, IDEF

Today

0.55%lowest, IDEF

FundExpense ratioFee$10k

IDEF0.55%$55

ARKX0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ARKX, IDEF

0.35%highest, IDEF

FundTrailing yieldYield$10k

IDEF0.35%$35

ARKX0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$20most kept, IDEF

IDEF$35 − $55 = −$20

ARKX$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ARKX, IDEF

Today

13.3%most shared, ARKX and IDEF

ARKXIDEF

ARKX—13.3%

IDEF13.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−4.6%ARKX, at 33.6% volatility

IDEFWorst drop−18.9%23.3% vol

ARKXWorst drop−21.8%33.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IDEFARKX

−1.3%Year to date+3.2%

0.3%Yield0.0%

−5.9%Past year−4.6%

0.55%Fee0.75%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026