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

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

XAR

IDEF

iShares Defense Industrials Act · $3.7B[…]

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

XARMeasureIDEF

−2.9%Year to dateJan 1 → Nov 3−1.3%

−5.7%1 yearTotal return−5.9%

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

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

0.35%Expense ratio$35 · $55 a year on $10k · lower is better0.55%

0.18%Trailing 12-mo yield$18 · $35 a year on $10k0.35%

−26.6%Worst dropSmaller is better−18.9%

29.6%VolatilityLower is calmer23.3%

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

2–4IDEF wins

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

More Ways to See the Pairs

XAR vs IDEF: Top 5 Holdings

Today

XAR

16.7%in top 5

IDEF

in top 524.6%

XARStockIDEF

not top 5RTX7.3%

3.6%LMT5.4%

not top 5GD4.4%

3.2%NOC4.0%

not top 5BA3.5%

3.3%HIInot top 5

3.3%LHXnot top 5

3.2%TXTnot top 5

Held in common29.8%

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

XAR vs IDEF Returns, Every Period

SPDRXAR

−5.7%

past year

IDEFiShares

−5.9%

past year

XARIDEFFaded: behind in that period

1–1Level

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

XAR vs IDEF

YTD

SPDRXAR

−2.9%

IDEFiShares

−1.3%

−2.9%Year to date−1.3%

−26.6%Worst drop · 1Y−18.9%

29.6%Volatility · 1Y23.3%

0.2%Yield0.3%

$5.2BAssets$3.7B

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