Compare · 3 funds side by side · dividends reinvested

IDEF, ARKX and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,892SOXX · best of the three

02 / 04

IDEF, ARKX and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B1.5

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

ARK Space & Defense Innovation ETFThematic · Defense & space0.75%0.00%−1.9%−4.4%+30.5%[…]−28.3%34.5%$737M2.3

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: IDEF 2025 · ARKX 2021 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.5B[…]

IDEF

ARKX

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

$10,000 five years ago, dividends reinvested · they hold 12.6% in common

IDEFMeasureARKX

−8.0%Year to dateJan 1 → Nov 6−1.9%

−9.4%1 yearTotal return−4.4%

[…]3 years · per year$10,000 became […] · $22,203+30.5%

[…]5 years · per year[…]

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

0.37%Trailing 12-mo yield$37 · $0 a year on $10k0.00%

−23.7%Worst dropSmaller is better−28.3%

24.0%VolatilityLower is calmer34.5%

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

4–2IDEF wins

End-of-day Nov 6, 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

25.1%in top 5

ARKX

in top 536.0%

IDEFStockARKX

not top 5SPCX10.5%

not top 5LHX7.9%

7.5%RTXnot top 5

not top 5DE6.5%

not top 5KTOS5.7%

not top 5AMZN5.4%

5.2%LMTnot top 5

4.5%GDnot top 5

4.0%NOCnot top 5

3.9%HO.PAnot top 5

Held in common12.6%

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

IDEF vs ARKX Returns, Every Period

iSharesIDEF

−9.4%

past year

ARKXARK

−4.4%

past year

IDEFARKXFaded: behind in that period

0–2ARKX wins

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

IDEF vs SOXX

YTD

iSharesIDEF

−8.0%

SOXXiShares

+36.2%

−8.0%Year to date+36.2%

−23.7%Worst drop · 1Y−39.5%

24.0%Volatility · 1Y49.4%

0.4%Yield0.8%

$3.5BAssets$39.1B

2–2level

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

Cost, Income and Risk

Fees: IDEF, ARKX, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

IDEF0.55%$55

ARKX0.75%$75

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

Yields: IDEF, ARKX, SOXX

0.76%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.76%$76

IDEF0.37%$37

ARKX0.00%$0

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

IDEF$37 − $55 = −$18

ARKX$0 − $75 = −$75

KeptFee

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

Overlap: IDEF, ARKX, SOXX

Today

12.6%most shared, IDEF and ARKX

IDEFARKXSOXX

IDEF—12.6%1.5%

ARKX12.6%—10.1%

SOXX1.5%10.1%—

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

Return vs Bumpiness: 3 ETFs

+34.5%SOXX, at 49.4% volatility

IDEFWorst drop−23.7%24.0% vol

ARKXWorst drop−28.3%34.5% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

SOXXARKX

+36.2%Year to date−1.9%

0.8%Yield0.0%

+34.5%Past year−4.4%

0.33%Fee0.75%

4–0SOXX 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026