Compare · 4 funds side by side · dividends reinvested

IDEF, SMH, SCHD and IGV

IDEFiShares×SMHVanEck×SCHDSchwab×IGViShares×

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

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

IDEF, SMH, SCHD and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$64.4B2.1

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−4.4%−5.0%[…][…]−23.7%24.5%$3.6B2.8

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−8.6%+12.5%+2.8%−32.8%32.9%$12.9B3.3

Rank among the four1st → 4thFee, 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 · SMH 2011 · SCHD 2011 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Defense Industrials Act · $3.6B[…]

IDEF

More Ways to See the Pairs

IDEF vs SCHD: Top 5 Holdings

Today

IDEF

24.8%in top 5

SCHD

in top 521.7%

IDEFStockSCHD

7.4%RTXnot top 5

5.2%LMTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

4.4%GDnot top 5

Cost, Income and Risk

Fees: IDEF, SMH, SCHD, IGV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

IGV0.38%$38

IDEF0.55%$55

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

IDEFMeasureSCHD

−4.4%Year to dateJan 1 → Nov 12+34.2%

−5.0%1 yearTotal return+36.8%

[…]3 years · per year$10,000 became […] · $17,257+19.9%

[…]5 years · per year$10,000 became […] · $16,429+10.4%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

0.36%Trailing 12-mo yield$36 · $293 a year on $10k2.93%

−23.7%Worst dropSmaller is better−6.9%

24.5%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.0%NOCnot top 5

3.7%HO.PAnot top 5

Held in common2.9%

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

IDEF vs SCHD Returns, Every Period

1Y

iSharesIDEF

−5.0%

past year

SCHDSchwab

+36.8%

past year

IDEFSCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: IDEF vs SCHD

YTD

iSharesIDEF

−4.4%

SCHDSchwab

+34.2%

−4.4%Year to date+34.2%

−23.7%Worst drop · 1Y−6.9%

24.5%Volatility · 1Y11.7%

0.4%Yield2.9%

$3.6BAssets$124B

4–0SCHD wins

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

Yields: IDEF, SMH, SCHD, IGV

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

IDEF0.36%$36

SMH0.22%$22

IGV0.02%$2

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

SMH$22 − $35 = −$13

IDEF$36 − $55 = −$19

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IDEF, SMH, SCHD, IGV

Today

8.7%most shared, SMH and SCHD

IDEFSMHSCHDIGV

IDEF—1.1%2.9%8.6%

SMH1.1%—8.7%4.6%

SCHD2.9%8.7%—0.0%

IGV8.6%4.6%0.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+43.4%SMH, at 43.2% volatility

SCHDWorst drop−6.9%11.7% vol

IDEFWorst drop−23.7%24.5% vol

IGVWorst drop−32.8%32.9% 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

SCHDSMH

+34.2%Year to date+39.3%

2.9%Yield0.2%

+36.8%Past year+43.4%

0.06%Fee0.35%

2–2level

End-of-day Nov 12, 2026

+54.7%Year to date+39.3%

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

$44.7BAssets$64.4B

2–0SOXX wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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IDEF, SMH, SCHD and IGV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four