Compare · 3 funds side by side · dividends reinvested

IDEF, SHLD and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,828SMH · best of the three

Story of the three · IncomeMost incomeSHLD · 0.71% · $71 a year on $10k

Story of the three · RiskSmallest drop

IDEF, SHLD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.2%+37.3%+48.3%+27.6%−33.1%43.3%$62.7B1.8

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−5.5%−5.7%[…][…]−23.7%24.5%$3.4B1.8

Global X - Defense Tech ETFThematic · Defense & space0.50%0.71%−7.4%−8.6%+32.2%[…]−25.4%26.1%$6.1B2.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: IDEF 2025 · SHLD 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X - Defense Tech ETF · $6.1B[…]

SHLD

IDEF

iShares Defense Industrials Act · $3.4B[…]

$10,000 five years ago, dividends reinvested · they hold 45.0% in common

SHLDMeasure

More Ways to See the Pairs

SHLD vs IDEF: Top 5 Holdings

Today

SHLD

47.5%in top 5

IDEF

in top 524.8%

SHLDStockIDEF

10.7%PLTRnot top 5

9.7%LMT5.2%

9.6%RTX7.4%

9.1%GD4.4%

8.4%NOC

Cost, Income and Risk

Fees: IDEF, SHLD, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

SHLD0.50%$50

IDEF0.55%$55

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IDEF, SHLD, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.0%

SMHVanEck

+35.2%

+49.0%Year to date+35.2%

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

$41.2BAssets$62.7B

2–0SOXX wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

IDEF

−7.4%Year to dateJan 1 → Nov 13−5.5%

−8.6%1 yearTotal return−5.7%

+32.2%3 years · per year$10,000 became $23,089 · […][…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $55 a year on $10k · lower is better0.55%

0.71%Trailing 12-mo yield$71 · $36 a year on $10k0.36%

−25.4%Worst dropSmaller is better−23.7%

26.1%VolatilityLower is calmer24.5%

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

2–4IDEF wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.0%

not top 5HO.PA3.7%

Held in common45.0%

End-of-day Nov 13, 2026 · share of each fund

SHLD vs IDEF Returns, Every Period

1Y

Global XSHLD

−8.6%

past year

IDEFiShares

−5.7%

past year

SHLDIDEFFaded: behind in that period

0–2IDEF wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SHLD vs IDEF

YTD

Global XSHLD

−7.4%

IDEFiShares

−5.5%

−7.4%Year to date−5.5%

−25.4%Worst drop · 1Y−23.7%

26.1%Volatility · 1Y24.5%

0.7%Yield0.4%

$6.1BAssets$3.4B

3–1IDEF wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

0.71%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.71%$71

IDEF0.36%$36

SMH0.23%$23

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$21most kept, SHLD

SHLD$71 − $50 = $21

SMH$23 − $35 = −$12

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IDEF, SHLD, SMH

Today

45.0%most shared, IDEF and SHLD

IDEFSHLDSMH

IDEF—45.0%1.1%

SHLD45.0%—0.0%

SMH1.1%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.3%SMH, at 43.3% volatility

IDEFWorst drop−23.7%24.5% vol

SHLDWorst drop−25.4%26.1% vol

SMHWorst drop−33.1%43.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDSMH

−7.4%Year to date+35.2%

0.7%Yield0.2%

−8.6%Past year+37.3%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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IDEF, SHLD and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three