Compare · 2 funds side by side · dividends reinvested

IDEF and XAR

IDEFiShares×XARSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,789XAR · best of the two

02 / 04

IDEF and XAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Defense Industrials ActThematic · Defense & space0.55%0.35%−1.3%−5.9%[…][…]−18.9%23.3%$3.7B1.3

State Street SPDR S&P Aerospace & Defense ETFThematic · Defense & space0.35%0.18%−2.9%−5.7%+28.4%+14.6%−26.6%29.6%$5.2B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IDEF 2025 · XAR 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.7B[…]

IDEF

XAR

State Street SPDR S&P Aerospace & Defense ETF · $5.2B$19,789

$10,000 five years ago, dividends reinvested · they hold 29.8% in common

IDEFMeasureXAR

−1.3%Year to dateJan 1 → Nov 3−2.9%

−5.9%1 yearTotal return−5.7%

[…]3 years · per year$10,000 became […] · $21,173+28.4%

[…]5 years · per year$10,000 became […] · $19,789+14.6%

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

0.35%Trailing 12-mo yield$35 · $18 a year on $10k0.18%

−18.9%Worst dropSmaller is better−26.6%

23.3%VolatilityLower is calmer29.6%

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

4–2IDEF wins

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

More Ways to See the Pairs

IDEF vs XAR: Top 5 Holdings

Today

IDEF

24.6%in top 5

XAR

in top 516.7%

IDEFStockXAR

7.3%RTXnot top 5

5.4%LMT3.6%

4.4%GDnot top 5

4.0%NOC3.2%

3.5%BAnot top 5

not top 5HII3.3%

not top 5LHX3.3%

not top 5TXT3.2%

Held in common29.8%

End-of-day Nov 3, 2026 · share of each fund

IDEF vs XAR Returns, Every Period

iSharesIDEF

−5.9%

past year

XARSPDR

−5.7%

past year

IDEFXARFaded: behind in that period

1–1Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IDEF vs XAR

YTD

iSharesIDEF

−1.3%

XARSPDR

−2.9%

−1.3%Year to date−2.9%

−18.9%Worst drop · 1Y−26.6%

23.3%Volatility · 1Y29.6%

0.3%Yield0.2%

$3.7BAssets$5.2B

4–0IDEF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDEF, XAR

Today

0.35%lowest, XAR

FundExpense ratioFee$10k

XAR0.35%$35

IDEF0.55%$55

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IDEF, XAR

0.35%highest, IDEF

FundTrailing yieldYield$10k

IDEF0.35%$35

XAR0.18%$18

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$17most kept, XAR

XAR$18 − $35 = −$17

IDEF$35 − $55 = −$20

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IDEF, XAR

Today

29.8%most shared, IDEF and XAR

IDEFXAR

IDEF—29.8%

XAR29.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−5.7%XAR, at 29.6% volatility

IDEFWorst drop−18.9%23.3% vol

XARWorst drop−26.6%29.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IDEFXAR

−1.3%Year to date−2.9%

0.3%Yield0.2%

−5.9%Past year−5.7%

0.55%Fee0.35%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026