Compare · 3 funds side by side · dividends reinvested

IDEF, VYM and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

IDEF, VYM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.9

iShares Defense Industrials ActThematic · Defense & space0.55%0.37%−8.0%−9.4%[…][…]−23.7%24.0%$3.4B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: IDEF 2025 · VYM 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.4B[…]

IDEF

VYM

Vanguard High Dividend Yield ETF · $78.9B$16,941

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

IDEFMeasureVYM

−8.0%Year to dateJan 1 → Nov 6+12.8%

−9.4%1 yearTotal return+16.5%

[…]3 years · per year$10,000 became […] · $17,107+19.6%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

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

0.37%Trailing 12-mo yield$37 · $231 a year on $10k2.31%

−23.7%Worst dropSmaller is better−6.7%

24.0%VolatilityLower is calmer10.6%

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

0–6VYM 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 VYM: Top 5 Holdings

Today

IDEF

25.1%in top 5

VYM

in top 518.2%

IDEFStockVYM

7.5%RTXnot top 5

not top 5AVGO6.9%

5.2%LMTnot top 5

4.5%GDnot top 5

4.0%NOCnot top 5

3.9%HO.PAnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common3.3%

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

IDEF vs VYM Returns, Every Period

iSharesIDEF

−9.4%

past year

VYMVanguard

+16.5%

past year

IDEFVYMFaded: behind in that period

0–2VYM wins

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

Thematic vs Income: IDEF vs VYM

YTD

iSharesIDEF

−8.0%

VYMVanguard

+12.8%

−8.0%Year to date+12.8%

−23.7%Worst drop · 1Y−6.7%

24.0%Volatility · 1Y10.6%

0.4%Yield2.3%

$3.4BAssets$78.9B

4–0VYM wins

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

Cost, Income and Risk

Fees: IDEF, VYM, SMH

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SMH0.35%$35

IDEF0.55%$55

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

Yields: IDEF, VYM, SMH

2.31%highest, VYM

FundTrailing yieldYield$10k

VYM2.31%$231

IDEF0.37%$37

SMH0.24%$24

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

SMH$24 − $35 = −$11

IDEF$37 − $55 = −$18

KeptFee

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

Overlap: IDEF, VYM, SMH

Today

9.0%most shared, VYM and SMH

IDEFVYMSMH

IDEF—3.3%0.9%

VYM3.3%—9.0%

SMH0.9%9.0%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

VYMWorst drop−6.7%10.6% vol

IDEFWorst drop−23.7%24.0% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

VYMSMH

+12.8%Year to date+28.8%

2.3%Yield0.2%

+16.5%Past year+29.5%

0.04%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026