Compare · 4 funds side by side · dividends reinvested

IDEF, VOO, CIBR and IVV

IDEFiShares×VOOVanguard×CIBRFirst Trust×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,242CIBR · best of the four

02 / 04

IDEF, VOO, CIBR and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.0

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B2.3

iShares Defense Industrials ActThematic · Defense & space0.55%0.37%−8.0%−9.4%[…][…]−23.7%24.0%$3.5B3.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: IDEF 2025 · VOO 2010 · CIBR 2015 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.5B[…]

IDEF

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

IDEFMeasureVOO

−8.0%Year to dateJan 1 → Nov 6+8.7%

−9.4%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

0.37%Trailing 12-mo yield$37 · $110 a year on $10k1.10%

−23.7%Worst dropSmaller is better−8.9%

24.0%VolatilityLower is calmer13.5%

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

0–6VOO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IDEF vs VOO: Top 5 Holdings

Today

IDEF

25.1%in top 5

VOO

in top 528.3%

IDEFStockVOO

not top 5NVDA8.4%

7.5%RTXnot top 5

not top 5AAPL7.4%

not top 5MSFT5.8%

5.2%LMTnot top 5

4.5%GDnot top 5

4.0%NOCnot top 5

3.9%HO.PAnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common7.7%

End-of-day Nov 6, 2026 · share of each fund

IDEF vs VOO Returns, Every Period

iSharesIDEF

−9.4%

past year

VOOVanguard

+9.8%

past year

IDEFVOOFaded: behind in that period

0–2VOO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Core: IDEF vs IVV

YTD

iSharesIDEF

−8.0%

IVViShares

+8.7%

−8.0%Year to date+8.7%

−23.7%Worst drop · 1Y−8.9%

24.0%Volatility · 1Y13.6%

0.4%Yield1.1%

$3.5BAssets$853B

4–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDEF, VOO, CIBR, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

IDEF0.55%$55

CIBR0.58%$58

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IDEF, VOO, CIBR, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

CIBR0.43%$43

IDEF0.37%$37

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

CIBR$43 − $58 = −$15

IDEF$37 − $55 = −$18

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IDEF, VOO, CIBR, IVV

Today

92.2%most shared, VOO and IVV

IDEFVOOCIBRIVV

IDEF—7.7%9.9%7.5%

VOO7.7%—9.5%92.2%

CIBR9.9%9.5%—9.0%

IVV7.5%92.2%9.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.1%CIBR, at 31.1% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

IDEFWorst drop−23.7%24.0% vol

CIBRWorst drop−20.6%31.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVCIBR

+8.7%Year to date+27.7%

1.1%Yield0.4%

+9.8%Past year+21.1%

0.03%Fee0.58%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026