Compare · 3 funds side by side · dividends reinvested

IDEF, SHLD and SOXX

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$29,410SOXX · best of the three

Story of the three · IncomeMost incomeSHLD · 0.69% · $69 a year on $10k

Story of the three · RiskSmallest drop

IDEF, SHLD and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+55.1%+54.9%+44.2%+24.1%−39.5%50.1%$43.8B1.8

iShares Defense Industrials ActThematic · Defense & space0.55%0.35%−2.4%−3.8%[…][…]−23.7%24.4%$3.7B1.8

Global X - Defense Tech ETFThematic · Defense & space0.50%0.69%−4.8%−5.6%+32.9%[…]−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 11, 2026 · returns include dividends · since: IDEF 2025 · SHLD 2023 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Defense Industrials Act · $3.7B[…]

IDEF

SHLD

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

$10,000 five years ago, dividends reinvested · they hold 45.2% in common

IDEF

More Ways to See the Pairs

IDEF vs SHLD: Top 5 Holdings

Today

IDEF

24.7%in top 5

SHLD

in top 547.0%

IDEFStockSHLD

not top 5PLTR10.4%

5.2%LMT9.6%

7.4%RTX9.6%

4.4%GD9.0%

4.0%NOC

Cost, Income and Risk

Fees: IDEF, SHLD, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SHLD0.50%$50

IDEF0.55%$55

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

+55.1%Year to date+40.8%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SHLD

−2.4%Year to dateJan 1 → Nov 11−4.8%

−3.8%1 yearTotal return−5.6%

[…]3 years · per year$10,000 became […] · $23,495+32.9%

[…]5 years · per year[…]

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

0.35%Trailing 12-mo yield$35 · $69 a year on $10k0.69%

−23.7%Worst dropSmaller is better−25.4%

24.4%VolatilityLower is calmer26.1%

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

4–2IDEF wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

8.3%

3.8%HO.PAnot top 5

Held in common45.2%

End-of-day Nov 11, 2026 · share of each fund

IDEF vs SHLD Returns, Every Period

1Y

iSharesIDEF

−3.8%

past year

SHLDGlobal X

−5.6%

past year

IDEFSHLDFaded: behind in that period

2–0IDEF wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

IDEF vs SHLD

YTD

iSharesIDEF

−2.4%

SHLDGlobal X

−4.8%

−2.4%Year to date−4.8%

−23.7%Worst drop · 1Y−25.4%

24.4%Volatility · 1Y26.1%

0.4%Yield0.7%

$3.7BAssets$6.1B

3–1IDEF wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: IDEF, SHLD, SOXX

1Y

0.69%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.69%$69

IDEF0.35%$35

SOXX0.27%$27

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$19most kept, SHLD

SHLD$69 − $50 = $19

SOXX$27 − $33 = −$6

IDEF$35 − $55 = −$20

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IDEF, SHLD, SOXX

Today

45.2%most shared, IDEF and SHLD

IDEFSHLDSOXX

IDEF—45.2%1.6%

SHLD45.2%—0.0%

SOXX1.6%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+54.9%SOXX, at 50.1% volatility

IDEFWorst drop−23.7%24.4% vol

SHLDWorst drop−25.4%26.1% vol

SOXXWorst drop−39.5%50.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDSOXX

−4.8%Year to date+55.1%

0.7%Yield0.3%

−5.6%Past year+54.9%

0.50%Fee0.33%

3–1SOXX wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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IDEF, SHLD and SOXX

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: IDEF, SHLD, SOXX