Compare · 4 funds side by side · dividends reinvested

IDEF, IVV, SMH and VOO

IDEFiShares×IVViShares×SMHVanEck×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

IDEF, IVV, SMH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.4

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.4%−3.2%[…][…]−23.7%24.5%$3.5B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IDEF 2025 · IVV 2000 · SMH 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

IDEF

iShares Defense Industrials Act · $3.5B[…]

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

IVVMeasureIDEF

+11.3%Year to dateJan 1 → Nov 9−3.4%

+13.6%1 yearTotal return−3.2%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $55 a year on $10k · lower is better0.55%

1.11%Trailing 12-mo yield$111 · $36 a year on $10k0.36%

−8.9%Worst dropSmaller is better−23.7%

13.8%VolatilityLower is calmer24.5%

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

6–0IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs IDEF: Top 5 Holdings

Today

IVV

27.8%in top 5

IDEF

in top 524.8%

IVVStockIDEF

7.9%AAPLnot top 5

not top 5RTX7.4%

7.1%NVDAnot top 5

6.2%MSFTnot top 5

not top 5LMT5.2%

not top 5GD4.4%

not top 5NOC4.0%

4.0%AMZNnot top 5

not top 5HO.PA3.8%

2.6%GOOGLnot top 5

Held in common7.5%

End-of-day Nov 9, 2026 · share of each fund

IVV vs IDEF Returns, Every Period

iSharesIVV

+13.6%

past year

IDEFiShares

−3.2%

past year

IVVIDEFFaded: behind in that period

2–0IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IVV vs VOO

YTD

iSharesIVV

+11.3%

VOOVanguard

+11.3%

+11.3%Year to date+11.3%

−8.9%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.7%

1.1%Yield1.1%

$853BAssets$1.00T

1–0VOO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDEF, IVV, SMH, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SMH0.35%$35

IDEF0.55%$55

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IDEF, IVV, SMH, VOO

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VOO1.07%$107

IDEF0.36%$36

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SMH$23 − $35 = −$12

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IDEF, IVV, SMH, VOO

Today

92.7%most shared, IVV and VOO

IDEFIVVSMHVOO

IDEF—7.5%1.0%7.7%

IVV7.5%—15.0%92.7%

SMH1.0%15.0%—18.8%

VOO7.7%92.7%18.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

IDEFWorst drop−23.7%24.5% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSMH

+11.3%Year to date+35.3%

1.1%Yield0.2%

+13.6%Past year+39.3%

0.03%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026