Compare · 3 funds side by side · dividends reinvested

IDEF, VIG and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

IDEF, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.9

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.5%−7.9%[…][…]−19.2%23.4%$3.7B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: IDEF 2025 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.7B[…]

IDEF

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

IDEFMeasureVIG

−3.5%Year to dateJan 1 → Nov 4+16.4%

−7.9%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

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

0.36%Trailing 12-mo yield$36 · $144 a year on $10k1.44%

−19.2%Worst dropSmaller is better−7.9%

23.4%VolatilityLower is calmer10.2%

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

0–6VIG wins

End-of-day Nov 4, 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

24.9%in top 5

VIG

in top 522.1%

IDEFStockVIG

7.4%RTXnot top 5

5.4%LMTnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.4%GDnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

3.9%NOCnot top 5

not top 5JPM3.9%

3.8%HO.PAnot top 5

Held in common4.8%

End-of-day Nov 4, 2026 · share of each fund

IDEF vs VIG Returns, Every Period

iSharesIDEF

−7.9%

past year

VIGVanguard

+18.9%

past year

IDEFVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Income: IDEF vs VIG

YTD

iSharesIDEF

−3.5%

VIGVanguard

+16.4%

−3.5%Year to date+16.4%

−19.2%Worst drop · 1Y−7.9%

23.4%Volatility · 1Y10.2%

0.4%Yield1.4%

$3.7BAssets$109B

4–0VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDEF, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

IDEF0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IDEF, VIG, SMH

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

IDEF0.36%$36

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SMH$22 − $35 = −$13

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IDEF, VIG, SMH

Today

10.3%most shared, VIG and SMH

IDEFVIGSMH

IDEF—4.8%1.0%

VIG4.8%—10.3%

SMH1.0%10.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

VIGWorst drop−7.9%10.2% vol

IDEFWorst drop−19.2%23.4% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSMH

+16.4%Year to date+40.0%

1.4%Yield0.2%

+18.9%Past year+38.2%

0.04%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026