Compare · 3 funds side by side · dividends reinvested

IDEF, WDGF and IGV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,265IGV · best of the three

02 / 04

IDEF, WDGF and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−6.4%−6.5%[…][…]−21.1%23.2%$5M1.5

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B2.0

iShares Defense Industrials ActThematic · Defense & space0.55%0.37%−8.0%−9.4%[…][…]−23.7%24.0%$3.5B2.2

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 · WDGF 2025 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.5B[…]

IDEF

WDGF

WisdomTree Global Defense Fund · $5M[…]

$10,000 five years ago, dividends reinvested · they hold 54.5% in common

IDEFMeasureWDGF

−8.0%Year to dateJan 1 → Nov 6−6.4%

−9.4%1 yearTotal return−6.5%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $45 a year on $10k · lower is better0.45%

0.37%Trailing 12-mo yield$37 · $5 a year on $10k0.05%

−23.7%Worst dropSmaller is better−21.1%

24.0%VolatilityLower is calmer23.2%

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

1–5WDGF 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 WDGF: Top 5 Holdings

Today

IDEF

25.1%in top 5

WDGF

in top 527.1%

IDEFStockWDGF

7.5%RTXnot top 5

5.2%LMT5.9%

not top 5PLTR5.5%

4.0%NOC5.3%

not top 5BA.L5.2%

4.5%GD5.2%

3.9%HO.PAnot top 5

Held in common54.5%

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

IDEF vs WDGF Returns, Every Period

iSharesIDEF

−9.4%

past year

WDGFWisdomTree

−6.5%

past year

IDEFWDGFFaded: behind in that period

0–2WDGF wins

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

IDEF vs WDGF

YTD

iSharesIDEF

−8.0%

WDGFWisdomTree

−6.4%

−8.0%Year to date−6.4%

−23.7%Worst drop · 1Y−21.1%

24.0%Volatility · 1Y23.2%

0.4%Yield0.1%

$3.5BAssets$5.4M

3–1WDGF wins

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

Cost, Income and Risk

Fees: IDEF, WDGF, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

WDGF0.45%$45

IDEF0.55%$55

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

Yields: IDEF, WDGF, IGV

0.37%highest, IDEF

FundTrailing yieldYield$10k

IDEF0.37%$37

WDGF0.05%$5

IGV0.02%$2

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

Income After Fees on $10,000

−$18most kept, IDEF

IDEF$37 − $55 = −$18

IGV$2 − $38 = −$36

WDGF$5 − $45 = −$40

KeptFee

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

Overlap: IDEF, WDGF, IGV

Today

54.5%most shared, IDEF and WDGF

IDEFWDGFIGV

IDEF—54.5%8.6%

WDGF54.5%—5.5%

IGV8.6%5.5%—

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

Return vs Bumpiness: 3 ETFs

−6.5%WDGF, at 23.2% volatility

WDGFWorst drop−21.1%23.2% vol

IDEFWorst drop−23.7%24.0% vol

IGVWorst drop−33.2%32.9% vol

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

Paid More vs Made More

YTD

IDEFIGV

−8.0%Year to date−6.4%

0.4%Yield0.0%

−9.4%Past year−11.5%

0.55%Fee0.38%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026