Compare · 3 funds side by side · dividends reinvested

IDEF, PPA and CIBR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,273PPA · best of the three

02 / 04

IDEF, PPA and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Aerospace & Defense ETFThematic · Defense & space0.58%0.42%+0.8%+0.1%+26.0%+17.4%−17.3%21.8%$7.7B1.5

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.40%+36.6%+26.6%+31.0%+13.5%−21.1%30.5%$16.9B1.9

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.5%−7.9%[…][…]−19.2%23.4%$3.6B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: IDEF 2025 · PPA 2005 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.6B[…]

IDEF

PPA

Invesco Aerospace & Defense ETF · $7.7B$22,273

$10,000 five years ago, dividends reinvested · they hold 42.6% in common

IDEFMeasurePPA

−3.5%Year to dateJan 1 → Nov 4+0.8%

−7.9%1 yearTotal return+0.1%

[…]3 years · per year$10,000 became […] · $19,996+26.0%

[…]5 years · per year$10,000 became […] · $22,273+17.4%

0.55%Expense ratio$55 · $58 a year on $10k · lower is better0.58%

0.36%Trailing 12-mo yield$36 · $42 a year on $10k0.42%

−19.2%Worst dropSmaller is better−17.3%

23.4%VolatilityLower is calmer21.8%

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

1–5PPA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IDEF vs PPA: Top 5 Holdings

Today

IDEF

24.9%in top 5

PPA

in top 541.3%

IDEFStockPPA

5.4%LMT9.6%

7.4%RTX9.4%

not top 5GE8.9%

not top 5BA7.8%

4.4%GD5.6%

3.9%NOCnot top 5

3.8%HO.PAnot top 5

Held in common42.6%

End-of-day Nov 4, 2026 · share of each fund

IDEF vs PPA Returns, Every Period

iSharesIDEF

−7.9%

past year

PPAInvesco

+0.1%

past year

IDEFPPAFaded: behind in that period

0–2PPA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IDEF vs PPA

YTD

iSharesIDEF

−3.5%

PPAInvesco

+0.8%

−3.5%Year to date+0.8%

−19.2%Worst drop · 1Y−17.3%

23.4%Volatility · 1Y21.8%

0.4%Yield0.4%

$3.6BAssets$7.7B

3–0PPA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDEF, PPA, CIBR

Today

0.55%lowest, IDEF

FundExpense ratioFee$10k

IDEF0.55%$55

PPA0.58%$58

CIBR0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IDEF, PPA, CIBR

0.42%highest, PPA

FundTrailing yieldYield$10k

PPA0.42%$42

CIBR0.40%$40

IDEF0.36%$36

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$16most kept, PPA

PPA$42 − $58 = −$16

CIBR$40 − $58 = −$18

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IDEF, PPA, CIBR

Today

42.6%most shared, IDEF and PPA

IDEFPPACIBR

IDEF—42.6%9.9%

PPA42.6%—2.0%

CIBR9.9%2.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.6%CIBR, at 30.5% volatility

PPAWorst drop−17.3%21.8% vol

IDEFWorst drop−19.2%23.4% vol

CIBRWorst drop−21.1%30.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PPACIBR

+0.8%Year to date+36.6%

0.4%Yield0.4%

+0.1%Past year+26.6%

0.58%Fee0.58%

2–0CIBR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026