Compare · 3 funds side by side · dividends reinvested

IDEF, SPY and IGV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,481SPY · best of the three

Story of the three · IncomeMost incomeSPY · 1.00% · $100 a year on $10k

Story of the three · RiskSmallest drop

IDEF, SPY and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B1.0

iShares Defense Industrials ActThematic · Defense & space0.55%0.35%−2.4%−3.8%[…][…]−23.7%24.4%$3.7B2.2

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−3.3%−8.5%+13.6%+3.1%−33.2%32.9%$12.9B2.6

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 · SPY 1993 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Defense Industrials Act · $3.7B[…]

IDEF

SPY

State Street SPDR S&P 500 ETF · $792B$17,481

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

IDEFMeasure

More Ways to See the Pairs

IDEF vs SPY: Top 5 Holdings

Today

IDEF

24.7%in top 5

SPY

in top 526.9%

IDEFStockSPY

not top 5AAPL7.8%

7.4%RTXnot top 5

not top 5NVDA6.3%

not top 5MSFT6.1%

5.2%LMTnot top 5

Cost, Income and Risk

Fees: IDEF, SPY, IGV

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IGV0.38%$38

IDEF0.55%$55

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

Yields: IDEF, SPY, IGV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM 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%

SPY

−2.4%Year to dateJan 1 → Nov 11+12.3%

−3.8%1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $17,481+11.8%

0.55%Expense ratio$55 · $9 a year on $10k · lower is better0.09%

0.35%Trailing 12-mo yield$35 · $100 a year on $10k1.00%

−23.7%Worst dropSmaller is better−8.9%

24.4%VolatilityLower is calmer13.7%

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

0–6SPY wins

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

4.4%GDnot top 5

not top 5AMZN4.1%

4.0%NOCnot top 5

3.8%HO.PAnot top 5

not top 5GOOGL2.6%

Held in common7.6%

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

IDEF vs SPY Returns, Every Period

1Y

iSharesIDEF

−3.8%

past year

SPYSPDR

+12.7%

past year

IDEFSPYFaded: behind in that period

0–2SPY wins

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

Thematic vs Core: IDEF vs SPY

YTD

iSharesIDEF

−2.4%

SPYSPDR

+12.3%

−2.4%Year to date+12.3%

−23.7%Worst drop · 1Y−8.9%

24.4%Volatility · 1Y13.7%

0.4%Yield1.0%

$3.7BAssets$792B

4–0SPY wins

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

1Y

1.00%highest, SPY

FundTrailing yieldYield$10k

SPY1.00%$100

IDEF0.35%$35

IGV0.02%$2

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

Income After Fees on $10,000

1Y

$91most kept, SPY

SPY$100 − $9 = $91

IDEF$35 − $55 = −$20

IGV$2 − $38 = −$36

KeptFee

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

Overlap: IDEF, SPY, IGV

Today

9.6%most shared, SPY and IGV

IDEFSPYIGV

IDEF—7.6%8.5%

SPY7.6%—9.6%

IGV8.5%9.6%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.7%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

IDEFWorst drop−23.7%24.4% vol

IGVWorst drop−33.2%32.9% vol

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

Paid More vs Made More

YTD

SPYIDEF

+12.3%Year to date−2.4%

1.0%Yield0.4%

+12.7%Past year−3.8%

0.09%Fee0.55%

4–0SPY 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%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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IDEF, SPY and IGV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three