Compare · 3 funds side by side · dividends reinvested

IDEF, SHLD and SMH

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,140SMH · best of the three

Story of the three · IncomeMost incomeSHLD · 0.70% · $70 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%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$63.5B1.8

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−4.4%−5.0%[…][…]−23.7%24.5%$3.7B1.8

Global X - Defense Tech ETFThematic · Defense & space0.50%0.70%−6.7%−8.6%+32.3%[…]−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 12, 2026 · returns include dividends · since: IDEF 2025 · SHLD 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Semiconductor ETF · $63.5B$35,140

SMH

IDEF

iShares Defense Industrials Act · $3.7B[…]

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

SMHMeasure

More Ways to See the Pairs

SMH vs IDEF: Top 5 Holdings

Today

SMH

45.9%in top 5

IDEF

in top 524.8%

SMHStockIDEF

17.7%NVDAnot top 5

10.0%TSMnot top 5

not top 5RTX7.4%

6.1%AVGOnot top 5

6.0%TXNnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: IDEF, SHLD, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

+54.7%Year to date+39.3%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IDEF

+39.3%Year to dateJan 1 → Nov 12−4.4%

+43.4%1 yearTotal return−5.0%

+49.9%3 years · per year$10,000 became $33,705 · […][…]

+28.6%5 years · per year$10,000 became $35,140 · […][…]

0.35%Expense ratio$35 · $55 a year on $10k · lower is better0.55%

0.22%Trailing 12-mo yield$22 · $36 a year on $10k0.36%

−33.1%Worst dropSmaller is better−23.7%

43.2%VolatilityLower is calmer24.5%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.0%AMDnot top 5

not top 5LMT5.2%

not top 5GD4.4%

not top 5NOC4.0%

not top 5HO.PA3.7%

Held in common1.1%

End-of-day Nov 12, 2026 · share of each fund

SMH vs IDEF Returns, Every Period

1Y

VanEckSMH

+43.4%

past year

IDEFiShares

−5.0%

past year

SMHIDEFFaded: behind in that period

2–0SMH wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SMH vs SHLD

YTD

VanEckSMH

+39.3%

SHLDGlobal X

−6.7%

+39.3%Year to date−6.7%

−33.1%Worst drop · 1Y−25.4%

43.2%Volatility · 1Y26.1%

0.2%Yield0.7%

$63.5BAssets$6.1B

3–1SHLD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

0.70%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.70%$70

IDEF0.36%$36

SMH0.22%$22

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

Income After Fees on $10,000

1Y

$20most kept, SHLD

SHLD$70 − $50 = $20

SMH$22 − $35 = −$13

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+43.4%SMH, at 43.2% volatility

IDEFWorst drop−23.7%24.5% vol

SHLDWorst drop−25.4%26.1% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDSMH

−6.7%Year to date+39.3%

0.7%Yield0.2%

−8.6%Past year+43.4%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

Loading…

IDEF, SHLD and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three