Compare · 3 funds side by side · dividends reinvested

EUAD, IDEF and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

EUAD, IDEF and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.8

Select STOXX Europe Aerospace & Defense ETFThematic · Defense & space0.50%0.44%−8.2%−11.1%[…][…]−22.0%29.3%$919M2.0

iShares Defense Industrials ActThematic · Defense & space0.55%0.37%−8.0%−9.4%[…][…]−23.7%24.0%$3.5B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: EUAD 2024 · IDEF 2025 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Select STOXX Europe Aerospace & Defense ETF · $919M[…]

EUAD

SMH

VanEck Semiconductor ETF · $60.7B$34,950

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EUADMeasureSMH

−8.2%Year to dateJan 1 → Nov 6+28.8%

−11.1%1 yearTotal return+29.5%

[…]3 years · per year$10,000 became […] · $33,022+48.9%

[…]5 years · per year$10,000 became […] · $34,950+28.4%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

0.44%Trailing 12-mo yield$44 · $24 a year on $10k0.24%

−22.0%Worst dropSmaller is better−33.1%

29.3%VolatilityLower is calmer42.9%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EUAD vs SMH: Top 5 Holdings

Today

EUAD

76.5%in top 5

SMH

in top 547.8%

EUADStockSMH

21.0%RYCEFnot top 5

not top 5NVDA21.0%

19.3%EADSYnot top 5

19.0%SAFRYnot top 5

11.0%BAESYnot top 5

not top 5TSM9.8%

6.3%RNMBYnot top 5

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

EUAD vs SMH Returns, Every Period

Select FundsEUAD

−11.1%

past year

SMHVanEck

+29.5%

past year

EUADSMHFaded: behind in that period

0–2SMH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

EUAD vs IDEF

YTD

Select FundsEUAD

−8.2%

IDEFiShares

−8.0%

−8.2%Year to date−8.0%

−22.0%Worst drop · 1Y−23.7%

29.3%Volatility · 1Y24.0%

0.4%Yield0.4%

$919MAssets$3.5B

2–1IDEF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EUAD, IDEF, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

EUAD0.50%$50

IDEF0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EUAD, IDEF, SMH

0.44%highest, EUAD

FundTrailing yieldYield$10k

EUAD0.44%$44

IDEF0.37%$37

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$6most kept, EUAD

EUAD$44 − $50 = −$6

SMH$24 − $35 = −$11

IDEF$37 − $55 = −$18

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EUAD, IDEF, SMH

Today

0.9%most shared, IDEF and SMH

EUADIDEFSMH

EUAD—0.0%0.0%

IDEF0.0%—0.9%

SMH0.0%0.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

IDEFWorst drop−23.7%24.0% vol

EUADWorst drop−22.0%29.3% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

EUADSMH

−8.2%Year to date+28.8%

0.4%Yield0.2%

−11.1%Past year+29.5%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026