Compare · 4 funds side by side · dividends reinvested

IDEF, SOXX, CIBR and SMH

IDEFiShares×SOXXiShares×CIBRFirst Trust×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

IDEF, SOXX, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.3

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.6

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.4%−3.2%[…][…]−23.7%24.5%$3.5B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: IDEF 2025 · SOXX 2001 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.5B[…]

IDEF

SOXX

iShares Semiconductor ETF · $39.1B$28,442

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

IDEFMeasureSOXX

−3.4%Year to dateJan 1 → Nov 9+46.5%

−3.2%1 yearTotal return+48.5%

[…]3 years · per year$10,000 became […] · $29,015+42.6%

[…]5 years · per year$10,000 became […] · $28,442+23.3%

0.55%Expense ratio$55 · $33 a year on $10k · lower is better0.33%

0.36%Trailing 12-mo yield$36 · $71 a year on $10k0.71%

−23.7%Worst dropSmaller is better−39.5%

24.5%VolatilityLower is calmer49.8%

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

2–4SOXX wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IDEF vs SOXX: Top 5 Holdings

Today

IDEF

24.8%in top 5

SOXX

in top 539.1%

IDEFStockSOXX

not top 5AMD9.5%

not top 5NVDA8.4%

not top 5AVGO7.9%

7.4%RTXnot top 5

not top 5MU7.1%

not top 5INTC6.2%

5.2%LMTnot top 5

4.4%GDnot top 5

4.0%NOCnot top 5

3.8%HO.PAnot top 5

Held in common1.6%

End-of-day Nov 9, 2026 · share of each fund

IDEF vs SOXX Returns, Every Period

iSharesIDEF

−3.2%

past year

SOXXiShares

+48.5%

past year

IDEFSOXXFaded: behind in that period

0–2SOXX wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IDEF vs SOXX

YTD

iSharesIDEF

−3.4%

SOXXiShares

+46.5%

−3.4%Year to date+46.5%

−23.7%Worst drop · 1Y−39.5%

24.5%Volatility · 1Y49.8%

0.4%Yield0.7%

$3.5BAssets$39.1B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDEF, SOXX, CIBR, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

IDEF0.55%$55

CIBR0.58%$58

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IDEF, SOXX, CIBR, SMH

0.71%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.71%$71

CIBR0.42%$42

IDEF0.36%$36

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$38most kept, SOXX

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IDEF, SOXX, CIBR, SMH

Today

69.6%most shared, SOXX and SMH

IDEFSOXXCIBRSMH

IDEF—1.6%9.8%1.0%

SOXX1.6%—7.0%69.6%

CIBR9.8%7.0%—5.7%

SMH1.0%69.6%5.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

IDEFWorst drop−23.7%24.5% vol

CIBRWorst drop−20.6%31.3% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SOXXSMH

+46.5%Year to date+35.3%

0.7%Yield0.2%

+48.5%Past year+39.3%

0.33%Fee0.35%

4–0SOXX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026