Compare · 3 funds side by side · dividends reinvested

IDEF, EWY and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,624SMH · best of the three

Story of the three · IncomeMost incomeEWY · 1.46% · $146 a year on $10k

Story of the three · RiskSmallest drop

IDEF, EWY and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$60.7B1.8

iShares Defense Industrials ActThematic · Defense & space0.55%0.35%−2.7%−2.8%[…][…]−23.7%24.5%$3.6B2.0

iShares MSCI South Korea ETFInternational · Region & country0.59%1.46%+43.2%+55.0%+35.8%+13.9%−39.9%60.3%$20.9B2.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: IDEF 2025 · EWY 2000 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Defense Industrials Act · $3.6B[…]

IDEF

EWY

iShares MSCI South Korea ETF · $20.9B$19,208

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

IDEFMeasure

More Ways to See the Pairs

IDEF vs EWY: Top 5 Holdings

Today

IDEF

24.6%in top 5

EWY

in top 550.5%

IDEFStockEWY

not top 5005930.K22.3%

not top 5000660.K20.8%

7.3%RTXnot top 5

5.1%LMTnot top 5

4.4%GD

Cost, Income and Risk

Fees: IDEF, EWY, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IDEF0.55%$55

EWY0.59%$59

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

Yields: IDEF, EWY, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

+46.3%Year to date+34.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

EWY

−2.7%Year to dateJan 1 → Nov 10+43.2%

−2.8%1 yearTotal return+55.0%

[…]3 years · per year$10,000 became […] · $25,059+35.8%

[…]5 years · per year$10,000 became […] · $19,208+13.9%

0.55%Expense ratio$55 · $59 a year on $10k · lower is better0.59%

0.35%Trailing 12-mo yield$35 · $146 a year on $10k1.46%

−23.7%Worst dropSmaller is better−39.9%

24.5%VolatilityLower is calmer60.3%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.0%NOCnot top 5

3.8%HO.PAnot top 5

not top 5402340.K2.8%

not top 5105560.K2.4%

not top 5009150.K2.2%

Held in common3.6%

End-of-day Nov 10, 2026 · share of each fund

IDEF vs EWY Returns, Every Period

1Y

iSharesIDEF

−2.8%

past year

EWYiShares

+55.0%

past year

IDEFEWYFaded: behind in that period

0–2EWY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs International: IDEF vs EWY

YTD

iSharesIDEF

−2.7%

EWYiShares

+43.2%

−2.7%Year to date+43.2%

−23.7%Worst drop · 1Y−39.9%

24.5%Volatility · 1Y60.3%

0.4%Yield1.5%

$3.6BAssets$20.9B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.46%highest, EWY

FundTrailing yieldYield$10k

EWY1.46%$146

IDEF0.35%$35

SMH0.23%$23

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$87most kept, EWY

EWY$146 − $59 = $87

SMH$23 − $35 = −$12

IDEF$35 − $55 = −$20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IDEF, EWY, SMH

Today

3.6%most shared, IDEF and EWY

IDEFEWYSMH

IDEF—3.6%1.0%

EWY3.6%—0.0%

SMH1.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+55.0%EWY, at 60.3% volatility

IDEFWorst drop−23.7%24.5% vol

SMHWorst drop−33.1%43.1% vol

EWYWorst drop−39.9%60.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

EWYSMH

+43.2%Year to date+34.3%

1.5%Yield0.2%

+55.0%Past year+39.4%

0.59%Fee0.35%

3–1EWY wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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IDEF, EWY and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three