Compare · 2 funds side by side · dividends reinvested

WDGF and IDEF

WDGFWisdomTree×IDEFiShares×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$9,812WDGF · best of the two

02 / 04

WDGF and IDEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%+0.6%−1.9%[…][…]−19.9%22.6%$5M1.3

iShares Defense Industrials ActThematic · Defense & space0.55%0.35%−1.3%−5.9%[…][…]−18.9%23.3%$3.7B1.7

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: WDGF 2025 · IDEF 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.7B[…]

IDEF

WDGF

WisdomTree Global Defense Fund · $5M[…]

$10,000 five years ago, dividends reinvested · they hold 52.1% in common

IDEFMeasureWDGF

−1.3%Year to dateJan 1 → Nov 3+0.6%

−5.9%1 yearTotal return−1.9%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $45 a year on $10k · lower is better0.45%

0.35%Trailing 12-mo yield$35 · $5 a year on $10k0.05%

−18.9%Worst dropSmaller is better−19.9%

23.3%VolatilityLower is calmer22.6%

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

2–4WDGF 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 WDGF: Top 5 Holdings

Today

IDEF

24.6%in top 5

WDGF

in top 527.1%

IDEFStockWDGF

7.3%RTXnot top 5

5.4%LMT5.9%

not top 5PLTR5.5%

4.0%NOC5.3%

not top 5BA.L5.2%

4.4%GD5.2%

3.5%BAnot top 5

Held in common52.1%

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

IDEF vs WDGF Returns, Every Period

iSharesIDEF

−5.9%

past year

WDGFWisdomTree

−1.9%

past year

IDEFWDGFFaded: behind in that period

0–2WDGF wins

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

IDEF vs WDGF

YTD

iSharesIDEF

−1.3%

WDGFWisdomTree

+0.6%

−1.3%Year to date+0.6%

−18.9%Worst drop · 1Y−19.9%

23.3%Volatility · 1Y22.6%

0.3%Yield0.0%

$3.7BAssets$5.4M

2–2level

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

Cost, Income and Risk

Fees: WDGF, IDEF

Today

0.45%lowest, WDGF

FundExpense ratioFee$10k

WDGF0.45%$45

IDEF0.55%$55

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

Yields: WDGF, IDEF

0.35%highest, IDEF

FundTrailing yieldYield$10k

IDEF0.35%$35

WDGF0.05%$5

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

Income After Fees on $10,000

−$20most kept, IDEF

IDEF$35 − $55 = −$20

WDGF$5 − $45 = −$40

KeptFee

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

Overlap: WDGF, IDEF

Today

52.1%most shared, WDGF and IDEF

WDGFIDEF

WDGF—52.1%

IDEF52.1%—

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

Return vs Bumpiness: 2 ETFs

−1.9%WDGF, at 22.6% volatility

WDGFWorst drop−19.9%22.6% vol

IDEFWorst drop−18.9%23.3% vol

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

Paid More vs Made More

YTD

IDEFWDGF

−1.3%Year to date+0.6%

0.3%Yield0.0%

−5.9%Past year−1.9%

0.55%Fee0.45%

3–1WDGF wins

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