Compare · 3 funds side by side · dividends reinvested

SCHD, IDEF and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,977SMH · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

SCHD, IDEF and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B1.9

iShares Defense Industrials ActThematic · Defense & space0.55%0.35%−2.4%−3.8%[…][…]−23.7%24.4%$3.7B2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: SCHD 2011 · IDEF 2025 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Defense Industrials Act · $3.7B[…]

IDEF

SMH

VanEck Semiconductor ETF · $63.5B$36,977

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

IDEFMeasure

More Ways to See the Pairs

IDEF vs SMH: Top 5 Holdings

Today

IDEF

24.7%in top 5

SMH

in top 546.3%

IDEFStockSMH

not top 5NVDA18.0%

not top 5TSM10.1%

7.4%RTXnot top 5

not top 5AVGO6.2%

not top 5TXN6.1%

Cost, Income and Risk

Fees: SCHD, IDEF, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

IDEF0.55%$55

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SCHD, IDEF, SMH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SMH

−2.4%Year to dateJan 1 → Nov 11+40.8%

−3.8%1 yearTotal return+41.7%

[…]3 years · per year$10,000 became […] · $34,270+50.8%

[…]5 years · per year$10,000 became […] · $36,977+29.9%

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

0.35%Trailing 12-mo yield$35 · $22 a year on $10k0.22%

−23.7%Worst dropSmaller is better−33.1%

24.4%VolatilityLower is calmer43.2%

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

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMD5.9%

5.2%LMTnot top 5

4.4%GDnot top 5

4.0%NOCnot top 5

3.8%HO.PAnot top 5

Held in common1.0%

End-of-day Nov 11, 2026 · share of each fund

IDEF vs SMH Returns, Every Period

1Y

iSharesIDEF

−3.8%

past year

SMHVanEck

+41.7%

past year

IDEFSMHFaded: behind in that period

0–2SMH wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Income: IDEF vs SCHD

YTD

iSharesIDEF

−2.4%

SCHDSchwab

+34.6%

−2.4%Year to date+34.6%

−23.7%Worst drop · 1Y−6.9%

24.4%Volatility · 1Y11.8%

0.4%Yield2.9%

$3.7BAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

IDEF0.35%$35

SMH0.22%$22

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

SMH$22 − $35 = −$13

IDEF$35 − $55 = −$20

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SCHD, IDEF, SMH

Today

8.6%most shared, SCHD and SMH

SCHDIDEFSMH

SCHD—2.9%8.6%

IDEF2.9%—1.0%

SMH8.6%1.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+41.7%SMH, at 43.2% volatility

SCHDWorst drop−6.9%11.8% vol

IDEFWorst drop−23.7%24.4% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+34.6%Year to date+40.8%

2.9%Yield0.2%

+39.3%Past year+41.7%

0.06%Fee0.35%

2–2level

End-of-day Nov 11, 2026

+55.1%Year to date+40.8%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SCHD, IDEF and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three