Compare · 4 funds side by side · dividends reinvested

IDEF, WDGF, SMH and DRAM

IDEFiShares×WDGFWisdomTree×SMHVanEck×DRAMRoundhill×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

IDEF, WDGF, SMH and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.6

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−6.8%−7.8%[…][…]−21.1%23.2%$5M1.8

iShares Defense Industrials ActThematic · Defense & space0.55%0.38%−8.9%−11.2%[…][…]−23.7%24.0%$3.4B2.3

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B4.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: IDEF 2025 · WDGF 2025 · SMH 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global Defense Fund · $5M[…]

WDGF

SMH

VanEck Semiconductor ETF · $57.7B$33,824

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

WDGFMeasureSMH

−6.8%Year to dateJan 1 → Nov 5+24.3%

−7.8%1 yearTotal return+27.3%

[…]3 years · per year$10,000 became […] · $32,662+48.4%

[…]5 years · per year$10,000 became […] · $33,824+27.6%

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

0.05%Trailing 12-mo yield$5 · $25 a year on $10k0.25%

−21.1%Worst dropSmaller is better−33.1%

23.2%VolatilityLower is calmer42.8%

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

2–4SMH wins

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

More Ways to See the Pairs

WDGF vs SMH: Top 5 Holdings

Today

WDGF

27.1%in top 5

SMH

in top 547.4%

WDGFStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

not top 5TXN6.1%

5.9%LMTnot top 5

not top 5AVGO5.8%

5.5%PLTRnot top 5

not top 5AMD5.4%

5.3%NOCnot top 5

5.2%BA.Lnot top 5

5.2%GDnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

WDGF vs SMH Returns, Every Period

WisdomTreeWDGF

−7.8%

past year

SMHVanEck

+27.3%

past year

WDGFSMHFaded: behind in that period

0–2SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

WDGF vs IDEF

YTD

WisdomTreeWDGF

−6.8%

IDEFiShares

−8.9%

−6.8%Year to date−8.9%

−21.1%Worst drop · 1Y−23.7%

23.2%Volatility · 1Y24.0%

0.1%Yield0.4%

$5.4MAssets$3.4B

3–1WDGF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDEF, WDGF, SMH, DRAM

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

WDGF0.45%$45

IDEF0.55%$55

DRAM0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IDEF, WDGF, SMH, DRAM

0.38%highest, IDEF

FundTrailing yieldYield$10k

IDEF0.38%$38

SMH0.25%$25

WDGF0.05%$5

DRAM0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IDEF$38 − $55 = −$17

WDGF$5 − $45 = −$40

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IDEF, WDGF, SMH, DRAM

Today

54.2%most shared, IDEF and WDGF

IDEFWDGFSMHDRAM

IDEF—54.2%1.0%0.3%

WDGF54.2%—0.0%0.0%

SMH1.0%0.0%—3.2%

DRAM0.3%0.0%3.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.3%SMH, at 42.8% volatility

WDGFWorst drop−21.1%23.2% vol

IDEFWorst drop−23.7%24.0% vol

SMHWorst drop−33.1%42.8% vol

DRAMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IDEFSMH

−8.9%Year to date+24.3%

0.4%Yield0.2%

−11.2%Past year+27.3%

0.55%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026