Compare · 4 funds side by side · dividends reinvested

IDEF, SHLD, SMH and IGV

IDEFiShares×SHLDGlobal X×SMHVanEck×IGViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

IDEF, SHLD, SMH and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.9

iShares Defense Industrials ActThematic · Defense & space0.55%0.37%−8.0%−9.4%[…][…]−23.7%24.0%$3.5B2.2

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−9.9%−11.6%+31.9%[…]−25.4%25.8%$5.9B2.6

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: IDEF 2025 · SHLD 2023 · SMH 2011 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.5B[…]

IDEF

SHLD

Global X - Defense Tech ETF · $5.9B[…]

$10,000 five years ago, dividends reinvested · they hold 45.6% in common

IDEFMeasureSHLD

−8.0%Year to dateJan 1 → Nov 6−9.9%

−9.4%1 yearTotal return−11.6%

[…]3 years · per year$10,000 became […] · $22,922+31.9%

[…]5 years · per year[…]

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

0.37%Trailing 12-mo yield$37 · $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 6, 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

25.1%in top 5

SHLD

in top 546.9%

IDEFStockSHLD

not top 5PLTR10.1%

7.5%RTX9.6%

5.2%LMT9.6%

4.5%GD9.2%

4.0%NOC8.4%

3.9%HO.PAnot top 5

Held in common45.6%

End-of-day Nov 6, 2026 · share of each fund

IDEF vs SHLD Returns, Every Period

iSharesIDEF

−9.4%

past year

SHLDGlobal X

−11.6%

past year

IDEFSHLDFaded: behind in that period

2–0IDEF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IDEF vs SHLD

YTD

iSharesIDEF

−8.0%

SHLDGlobal X

−9.9%

−8.0%Year to date−9.9%

−23.7%Worst drop · 1Y−25.4%

24.0%Volatility · 1Y25.8%

0.4%Yield0.7%

$3.5BAssets$5.9B

3–1IDEF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDEF, SHLD, SMH, IGV

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGV0.38%$38

SHLD0.50%$50

IDEF0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IDEF, SHLD, SMH, IGV

0.73%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.73%$73

IDEF0.37%$37

SMH0.24%$24

IGV0.02%$2

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

SMH$24 − $35 = −$11

IDEF$37 − $55 = −$18

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IDEF, SHLD, SMH, IGV

Today

45.6%most shared, IDEF and SHLD

IDEFSHLDSMHIGV

IDEF—45.6%0.9%8.6%

SHLD45.6%—0.0%7.9%

SMH0.9%0.0%—4.9%

IGV8.6%7.9%4.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

IDEFWorst drop−23.7%24.0% vol

SHLDWorst drop−25.4%25.8% vol

IGVWorst drop−33.2%32.9% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDSMH

−9.9%Year to date+28.8%

0.7%Yield0.2%

−11.6%Past year+29.5%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026