Compare · 3 funds side by side · dividends reinvested

PPA, IDEF and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,828SMH · best of the three

Story of the three · IncomeMost incomePPA · 0.42% · $42 a year on $10k

Story of the three · RiskSmallest drop

PPA, IDEF and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Aerospace & Defense ETFThematic · Defense & space0.58%0.42%+1.7%+3.4%+24.5%+16.7%−18.4%22.6%$7.6B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.2%+37.3%+48.3%+27.6%−33.1%43.3%$64.4B1.8

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−5.5%−5.7%[…][…]−23.7%24.5%$3.6B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: PPA 2005 · IDEF 2025 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Semiconductor ETF · $64.4B$33,828

SMH

IDEF

iShares Defense Industrials Act · $3.6B[…]

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

SMHMeasure

More Ways to See the Pairs

SMH vs IDEF: Top 5 Holdings

Today

SMH

45.9%in top 5

IDEF

in top 524.8%

SMHStockIDEF

17.7%NVDAnot top 5

10.0%TSMnot top 5

not top 5RTX7.4%

6.1%AVGOnot top 5

6.0%TXNnot top 5

Cost, Income and Risk

Fees: PPA, IDEF, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IDEF0.55%$55

PPA0.58%$58

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: PPA, IDEF, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.0%

SMHVanEck

+35.2%

+49.0%Year to date+35.2%

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

$44.7BAssets$64.4B

2–0SOXX wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

IDEF

+35.2%Year to dateJan 1 → Nov 13−5.5%

+37.3%1 yearTotal return−5.7%

+48.3%3 years · per year$10,000 became $32,582 · […][…]

+27.6%5 years · per year$10,000 became $33,828 · […][…]

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

0.23%Trailing 12-mo yield$23 · $36 a year on $10k0.36%

−33.1%Worst dropSmaller is better−23.7%

43.3%VolatilityLower is calmer24.5%

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

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.0%AMDnot top 5

not top 5LMT5.2%

not top 5GD4.4%

not top 5NOC4.0%

not top 5HO.PA3.7%

Held in common1.1%

End-of-day Nov 13, 2026 · share of each fund

SMH vs IDEF Returns, Every Period

1Y

VanEckSMH

+37.3%

past year

IDEFiShares

−5.7%

past year

SMHIDEFFaded: behind in that period

2–0SMH wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SMH vs PPA

YTD

VanEckSMH

+35.2%

PPAInvesco

+1.7%

+35.2%Year to date+1.7%

−33.1%Worst drop · 1Y−18.4%

43.3%Volatility · 1Y22.6%

0.2%Yield0.4%

$64.4BAssets$7.6B

3–1PPA wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

0.42%highest, PPA

FundTrailing yieldYield$10k

PPA0.42%$42

IDEF0.36%$36

SMH0.23%$23

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

−$12most kept, SMH

SMH$23 − $35 = −$12

PPA$42 − $58 = −$16

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: PPA, IDEF, SMH

Today

42.7%most shared, PPA and IDEF

PPAIDEFSMH

PPA—42.7%0.0%

IDEF42.7%—1.1%

SMH0.0%1.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.3%SMH, at 43.3% volatility

PPAWorst drop−18.4%22.6% vol

IDEFWorst drop−23.7%24.5% vol

SMHWorst drop−33.1%43.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

PPASMH

+1.7%Year to date+35.2%

0.4%Yield0.2%

+3.4%Past year+37.3%

0.58%Fee0.35%

3–1SMH wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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PPA, IDEF and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three