Compare · 3 funds side by side · dividends reinvested

IDEF, VIG and DRAM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

IDEF, VIG and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.0

iShares Defense Industrials ActThematic · Defense & space0.55%0.38%−8.9%−11.2%[…][…]−23.7%24.0%$3.4B2.0

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IDEF 2025 · VIG 2006 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.4B[…]

IDEF

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

IDEFMeasureVIG

−8.9%Year to dateJan 1 → Nov 5+12.5%

−11.2%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.55%Expense ratio$55 · $4 a year on $10k · lower is better0.04%

0.38%Trailing 12-mo yield$38 · $149 a year on $10k1.49%

−23.7%Worst dropSmaller is better−7.9%

24.0%VolatilityLower is calmer10.8%

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

0–6VIG wins

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

More Ways to See the Pairs

IDEF vs VIG: Top 5 Holdings

Today

IDEF

24.5%in top 5

VIG

in top 522.1%

IDEFStockVIG

7.4%RTXnot top 5

5.2%LMTnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.4%GDnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%NOCnot top 5

3.8%HO.PAnot top 5

Held in common4.9%

End-of-day Nov 5, 2026 · share of each fund

IDEF vs VIG Returns, Every Period

iSharesIDEF

−11.2%

past year

VIGVanguard

+15.2%

past year

IDEFVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: IDEF vs VIG

YTD

iSharesIDEF

−8.9%

VIGVanguard

+12.5%

−8.9%Year to date+12.5%

−23.7%Worst drop · 1Y−7.9%

24.0%Volatility · 1Y10.8%

0.4%Yield1.5%

$3.4BAssets$109B

4–0VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDEF, VIG, DRAM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IDEF0.55%$55

DRAM0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IDEF, VIG, DRAM

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

IDEF0.38%$38

DRAM0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IDEF$38 − $55 = −$17

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IDEF, VIG, DRAM

Today

4.9%most shared, IDEF and VIG

IDEFVIGDRAM

IDEF—4.9%0.3%

VIG4.9%—0.0%

DRAM0.3%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

IDEFWorst drop−23.7%24.0% vol

DRAMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGIDEF

+12.5%Year to date−8.9%

1.5%Yield0.4%

+15.2%Past year−11.2%

0.04%Fee0.55%

4–0VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026