Compare · 4 funds side by side · dividends reinvested

IDEF, SHLD, SMH and CIBR

IDEFiShares×SHLDGlobal X×SMHVanEck×CIBRFirst Trust×

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, SHLD, SMH and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.3

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

iShares Defense Industrials ActThematic · Defense & space0.55%0.38%−8.9%−11.2%[…][…]−23.7%24.0%$3.6B2.5

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−10.1%−13.2%+32.1%[…]−25.4%25.8%$6.5B2.6

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 · SHLD 2023 · SMH 2011 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.6B[…]

IDEF

SHLD

Global X - Defense Tech ETF · $6.5B[…]

$10,000 five years ago, dividends reinvested · they hold 45.1% in common

IDEFMeasureSHLD

−8.9%Year to dateJan 1 → Nov 5−10.1%

−11.2%1 yearTotal return−13.2%

[…]3 years · per year$10,000 became […] · $23,074+32.1%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $50 a year on $10k · lower is better0.50%

0.38%Trailing 12-mo yield$38 · $73 a year on $10k0.73%

−23.7%Worst dropSmaller is better−25.4%

24.0%VolatilityLower is calmer25.8%

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

4–2IDEF 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 SHLD: Top 5 Holdings

Today

IDEF

24.5%in top 5

SHLD

in top 546.5%

IDEFStockSHLD

not top 5PLTR10.6%

7.4%RTX9.5%

5.2%LMT9.5%

4.4%GD9.0%

3.8%NOC8.0%

3.8%HO.PAnot top 5

Held in common45.1%

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

IDEF vs SHLD Returns, Every Period

iSharesIDEF

−11.2%

past year

SHLDGlobal X

−13.2%

past year

IDEFSHLDFaded: behind in that period

2–0IDEF wins

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

IDEF vs SHLD

YTD

iSharesIDEF

−8.9%

SHLDGlobal X

−10.1%

−8.9%Year to date−10.1%

−23.7%Worst drop · 1Y−25.4%

24.0%Volatility · 1Y25.8%

0.4%Yield0.7%

$3.6BAssets$6.5B

3–1IDEF wins

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

Cost, Income and Risk

Fees: IDEF, SHLD, SMH, CIBR

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

SHLD0.50%$50

IDEF0.55%$55

CIBR0.58%$58

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

Yields: IDEF, SHLD, SMH, CIBR

0.73%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.73%$73

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

$23most kept, SHLD

SHLD$73 − $50 = $23

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

IDEF$38 − $55 = −$17

KeptFee

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

Overlap: IDEF, SHLD, SMH, CIBR

Today

45.1%most shared, IDEF and SHLD

IDEFSHLDSMHCIBR

IDEF—45.1%1.0%10.0%

SHLD45.1%—0.0%3.8%

SMH1.0%0.0%—5.8%

CIBR10.0%3.8%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

IDEFWorst drop−23.7%24.0% vol

SHLDWorst drop−25.4%25.8% 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

SHLDCIBR

−10.1%Year to date+27.7%

0.7%Yield0.4%

−13.2%Past year+21.3%

0.50%Fee0.58%

2–2level

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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026