Compare · 4 funds side by side · dividends reinvested

IDEF, PPA, CIBR and SMH

IDEFiShares×PPAInvesco×CIBRFirst Trust×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

IDEF, PPA, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Aerospace & Defense ETFThematic · Defense & space0.58%0.44%−3.3%−2.5%+23.6%+16.4%−18.4%22.1%$7.4B2.1

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.3

iShares Defense Industrials ActThematic · Defense & space0.55%0.38%−8.9%−11.2%[…][…]−23.7%24.0%$3.4B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: IDEF 2025 · PPA 2005 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.4B[…]

IDEF

PPA

Invesco Aerospace & Defense ETF · $7.4B$21,409

$10,000 five years ago, dividends reinvested · they hold 41.6% in common

IDEFMeasurePPA

−8.9%Year to dateJan 1 → Nov 5−3.3%

−11.2%1 yearTotal return−2.5%

[…]3 years · per year$10,000 became […] · $18,861+23.6%

[…]5 years · per year$10,000 became […] · $21,409+16.4%

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

0.38%Trailing 12-mo yield$38 · $44 a year on $10k0.44%

−23.7%Worst dropSmaller is better−18.4%

24.0%VolatilityLower is calmer22.1%

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

1–5PPA wins

End-of-day Nov 5, 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

24.5%in top 5

PPA

in top 541.9%

IDEFStockPPA

7.4%RTX9.5%

not top 5GE9.4%

5.2%LMT9.2%

not top 5BA8.2%

4.4%GD5.6%

3.8%NOCnot top 5

3.8%HO.PAnot top 5

Held in common41.6%

End-of-day Nov 5, 2026 · share of each fund

IDEF vs PPA Returns, Every Period

iSharesIDEF

−11.2%

past year

PPAInvesco

−2.5%

past year

IDEFPPAFaded: behind in that period

0–2PPA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IDEF vs PPA

YTD

iSharesIDEF

−8.9%

PPAInvesco

−3.3%

−8.9%Year to date−3.3%

−23.7%Worst drop · 1Y−18.4%

24.0%Volatility · 1Y22.1%

0.4%Yield0.4%

$3.4BAssets$7.4B

3–0PPA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDEF, PPA, CIBR, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IDEF0.55%$55

PPA0.58%$58

CIBR0.58%$58

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IDEF, PPA, CIBR, SMH

0.44%highest, PPA

FundTrailing yieldYield$10k

PPA0.44%$44

CIBR0.43%$43

IDEF0.38%$38

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

PPA$44 − $58 = −$14

CIBR$43 − $58 = −$15

IDEF$38 − $55 = −$17

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IDEF, PPA, CIBR, SMH

Today

41.6%most shared, IDEF and PPA

IDEFPPACIBRSMH

IDEF—41.6%10.0%1.0%

PPA41.6%—2.1%0.0%

CIBR10.0%2.1%—5.8%

SMH1.0%0.0%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.3%SMH, at 42.8% volatility

PPAWorst drop−18.4%22.1% vol

IDEFWorst drop−23.7%24.0% vol

CIBRWorst drop−20.6%31.1% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PPACIBR

−3.3%Year to date+27.7%

0.4%Yield0.4%

−2.5%Past year+21.3%

0.58%Fee0.58%

2–0CIBR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026