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$36,298SMH · 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%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.9

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.4%−3.2%[…][…]−23.7%24.5%$3.6B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: IDEF 2025 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 10.3% in common

VIGMeasureSMH

+14.8%Year to dateJan 1 → Nov 9+35.3%

+17.6%1 yearTotal return+39.3%

+18.8%3 years · per year$10,000 became $16,775 · $33,815+50.1%

+10.7%5 years · per year$10,000 became $16,638 · $36,298+29.4%

0.04%Expense ratio$4 · $35 a year on $10k · lower is better0.35%

1.46%Trailing 12-mo yield$146 · $23 a year on $10k0.23%

−7.9%Worst dropSmaller is better−33.1%

11.0%VolatilityLower is calmer43.1%

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

4–4Level

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

More Ways to See the Pairs

VIG vs SMH: Top 5 Holdings

Today

VIG

22.1%in top 5

SMH

in top 547.7%

VIGStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

not top 5TXN5.9%

4.3%AVGO5.7%

not top 5AMD5.4%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common10.3%

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

VIG vs SMH Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

SMHVanEck

+29.4%

5 years, per year

VIGSMHFaded: behind in that period

0–4SMH wins

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

Income vs Thematic: VIG vs IDEF

YTD

VanguardVIG

+14.8%

IDEFiShares

−3.4%

+14.8%Year to date−3.4%

−7.9%Worst drop · 1Y−23.7%

11.0%Volatility · 1Y24.5%

1.5%Yield0.4%

$109BAssets$3.6B

4–0VIG wins

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

Yields: IDEF, VIG, SMH

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

IDEF0.36%$36

SMH0.23%$23

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

IDEF$36 − $55 = −$19

KeptFee

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

Overlap: IDEF, VIG, SMH

Today

10.3%most shared, VIG and SMH

IDEFVIGSMH

IDEF—4.9%1.0%

VIG4.9%—10.3%

SMH1.0%10.3%—

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

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

VIGWorst drop−7.9%11.0% vol

IDEFWorst drop−23.7%24.5% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

VIGSMH

+14.8%Year to date+35.3%

1.5%Yield0.2%

+17.6%Past year+39.3%

0.04%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026