Compare · 2 funds side by side · dividends reinvested

UFOX and IDEF

UFOXDefiance×IDEFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,263UFOX · best of the two

02 / 04

UFOX and IDEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Defiance Space and Connective Tech ETFThematic · Defense & space0.30%0.49%+19.4%+12.5%+38.8%+16.3%−29.6%33.4%$770M1.3

iShares Defense Industrials ActThematic · Defense & space0.55%0.35%−1.3%−5.9%[…][…]−18.9%23.3%$3.7B1.7

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: UFOX 2019 · IDEF 2025

Head to Head

Swap sides Versus in desk

Head to Head

Defiance Space and Connective Tech ETF · $770M$21,263

UFOX

IDEF

iShares Defense Industrials Act · $3.7B[…]

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

UFOXMeasureIDEF

+19.4%Year to dateJan 1 → Nov 3−1.3%

+12.5%1 yearTotal return−5.9%

+38.8%3 years · per year$10,000 became $26,762 · […][…]

+16.3%5 years · per year$10,000 became $21,263 · […][…]

0.30%Expense ratio$30 · $55 a year on $10k · lower is better0.55%

0.49%Trailing 12-mo yield$49 · $35 a year on $10k0.35%

−29.6%Worst dropSmaller is better−18.9%

33.4%VolatilityLower is calmer23.3%

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

4–2UFOX wins

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

More Ways to See the Pairs

UFOX vs IDEF: Top 5 Holdings

Today

UFOX

24.8%in top 5

IDEF

in top 524.6%

UFOXStockIDEF

not top 5RTX7.3%

6.0%AAPLnot top 5

not top 5LMT5.4%

5.2%SPCXnot top 5

5.0%NVDAnot top 5

4.9%AVGOnot top 5

not top 5GD4.4%

not top 5NOC4.0%

3.6%CSCOnot top 5

not top 5BA3.5%

Held in common6.3%

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

UFOX vs IDEF Returns, Every Period

DefianceUFOX

+12.5%

past year

IDEFiShares

−5.9%

past year

UFOXIDEFFaded: behind in that period

2–0UFOX wins

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

UFOX vs IDEF

YTD

DefianceUFOX

+19.4%

IDEFiShares

−1.3%

+19.4%Year to date−1.3%

−29.6%Worst drop · 1Y−18.9%

33.4%Volatility · 1Y23.3%

0.5%Yield0.3%

$770MAssets$3.7B

2–2level

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

Cost, Income and Risk

Fees: UFOX, IDEF

Today

0.30%lowest, UFOX

FundExpense ratioFee$10k

UFOX0.30%$30

IDEF0.55%$55

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

Yields: UFOX, IDEF

0.49%highest, UFOX

FundTrailing yieldYield$10k

UFOX0.49%$49

IDEF0.35%$35

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

Income After Fees on $10,000

$19most kept, UFOX

UFOX$49 − $30 = $19

IDEF$35 − $55 = −$20

KeptFee

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

Overlap: UFOX, IDEF

Today

6.3%most shared, UFOX and IDEF

UFOXIDEF

UFOX—6.3%

IDEF6.3%—

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

Return vs Bumpiness: 2 ETFs

+12.5%UFOX, at 33.4% volatility

IDEFWorst drop−18.9%23.3% vol

UFOXWorst drop−29.6%33.4% vol

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

Paid More vs Made More

YTD

UFOXIDEF

+19.4%Year to date−1.3%

0.5%Yield0.3%

+12.5%Past year−5.9%

0.30%Fee0.55%

4–0UFOX wins

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