Compare · 3 funds side by side · dividends reinvested

UFOX, IDEF and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,093SOXX · best of the three

02 / 04

UFOX, IDEF and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.95%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$42.6B1.6

Defiance Space and Connective Tech ETFThematic · Defense & space0.30%0.54%+7.6%+5.8%+33.5%+13.8%−35.5%34.4%$782M1.9

iShares Defense Industrials ActThematic · Defense & space0.55%0.38%−8.9%−11.2%[…][…]−23.7%24.0%$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 5, 2026 · returns include dividends · since: UFOX 2019 · IDEF 2025 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Defiance Space and Connective Tech ETF · $782M$19,073

UFOX

IDEF

iShares Defense Industrials Act · $3.6B[…]

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

UFOXMeasureIDEF

+7.6%Year to dateJan 1 → Nov 5−8.9%

+5.8%1 yearTotal return−11.2%

+33.5%3 years · per year$10,000 became $23,814 · […][…]

+13.8%5 years · per year$10,000 became $19,073 · […][…]

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

0.54%Trailing 12-mo yield$54 · $38 a year on $10k0.38%

−35.5%Worst dropSmaller is better−23.7%

34.4%VolatilityLower is calmer24.0%

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

4–2UFOX wins

End-of-day Nov 5, 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

25.1%in top 5

IDEF

in top 524.5%

UFOXStockIDEF

not top 5RTX7.4%

6.2%AAPLnot top 5

5.2%SPCXnot top 5

not top 5LMT5.2%

5.0%NVDAnot top 5

5.0%AVGOnot top 5

not top 5GD4.4%

not top 5NOC3.8%

not top 5HO.PA3.8%

3.7%CSCOnot top 5

Held in common6.2%

End-of-day Nov 5, 2026 · share of each fund

UFOX vs IDEF Returns, Every Period

DefianceUFOX

+5.8%

past year

IDEFiShares

−11.2%

past year

UFOXIDEFFaded: behind in that period

2–0UFOX wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

UFOX vs SOXX

YTD

DefianceUFOX

+7.6%

SOXXiShares

+31.6%

+7.6%Year to date+31.6%

−35.5%Worst drop · 1Y−39.5%

34.4%Volatility · 1Y49.4%

0.5%Yield0.9%

$782MAssets$42.6B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UFOX, IDEF, SOXX

Today

0.30%lowest, UFOX

FundExpense ratioFee$10k

UFOX0.30%$30

SOXX0.33%$33

IDEF0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: UFOX, IDEF, SOXX

0.95%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.95%$95

UFOX0.54%$54

IDEF0.38%$38

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$62most kept, SOXX

SOXX$95 − $33 = $62

UFOX$54 − $30 = $24

IDEF$38 − $55 = −$17

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: UFOX, IDEF, SOXX

Today

16.6%most shared, UFOX and SOXX

UFOXIDEFSOXX

UFOX—6.2%16.6%

IDEF6.2%—1.6%

SOXX16.6%1.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.0%SOXX, at 49.4% volatility

IDEFWorst drop−23.7%24.0% vol

UFOXWorst drop−35.5%34.4% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SOXXUFOX

+31.6%Year to date+7.6%

0.9%Yield0.5%

+34.0%Past year+5.8%

0.33%Fee0.30%

3–1SOXX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026