Compare · 4 funds side by side · dividends reinvested

UFOX, SHLD, CIBR and SMH

UFOXDefiance×SHLDGlobal X×CIBRFirst Trust×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$38,820SMH · best of the four

02 / 04

UFOX, SHLD, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B2.0

Defiance Space and Connective Tech ETFThematic · Defense & space0.30%0.50%+17.2%+11.5%+38.0%+16.0%−29.7%33.5%$782M2.5

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.40%+36.6%+26.6%+31.0%+13.5%−21.1%30.5%$16.9B2.6

Global X - Defense Tech ETFThematic · Defense & space0.50%0.69%−5.3%−10.5%+34.9%[…]−25.4%25.4%$6.5B2.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: UFOX 2019 · SHLD 2023 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Defiance Space and Connective Tech ETF · $782M$20,988

UFOX

SHLD

Global X - Defense Tech ETF · $6.5B[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

UFOXMeasureSHLD

+17.2%Year to dateJan 1 → Nov 4−5.3%

+11.5%1 yearTotal return−10.5%

+38.0%3 years · per year$10,000 became $26,273 · $24,562+34.9%

+16.0%5 years · per year$10,000 became $20,988 · […][…]

0.30%Expense ratio$30 · $50 a year on $10k · lower is better0.50%

0.50%Trailing 12-mo yield$50 · $69 a year on $10k0.69%

−29.7%Worst dropSmaller is better−25.4%

33.5%VolatilityLower is calmer25.4%

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

4–3UFOX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UFOX vs SHLD: Top 5 Holdings

Today

UFOX

24.8%in top 5

SHLD

in top 546.8%

UFOXStockSHLD

not top 5PLTR10.5%

not top 5LMT9.8%

not top 5RTX9.4%

not top 5GD8.9%

not top 5NOC8.1%

5.8%AAPLnot top 5

5.3%SPCXnot top 5

5.1%NVDAnot top 5

5.0%AVGOnot top 5

3.6%CSCOnot top 5

Held in common0.8%

End-of-day Nov 4, 2026 · share of each fund

UFOX vs SHLD Returns, Every Period

DefianceUFOX

+11.5%

past year

SHLDGlobal X

−10.5%

past year

UFOXSHLDFaded: behind in that period

3–0UFOX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

UFOX vs SHLD

YTD

DefianceUFOX

+17.2%

SHLDGlobal X

−5.3%

+17.2%Year to date−5.3%

−29.7%Worst drop · 1Y−25.4%

33.5%Volatility · 1Y25.4%

0.5%Yield0.7%

$782MAssets$6.5B

3–1SHLD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UFOX, SHLD, CIBR, SMH

Today

0.30%lowest, UFOX

FundExpense ratioFee$10k

UFOX0.30%$30

SMH0.35%$35

SHLD0.50%$50

CIBR0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: UFOX, SHLD, CIBR, SMH

0.69%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.69%$69

UFOX0.50%$50

CIBR0.40%$40

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$20most kept, UFOX

UFOX$50 − $30 = $20

SHLD$69 − $50 = $19

SMH$22 − $35 = −$13

CIBR$40 − $58 = −$18

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: UFOX, SHLD, CIBR, SMH

Today

19.4%most shared, UFOX and CIBR

UFOXSHLDCIBRSMH

UFOX—0.8%19.4%14.9%

SHLD0.8%—3.9%0.0%

CIBR19.4%3.9%—5.8%

SMH14.9%0.0%5.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.2%SMH, at 41.2% volatility

SHLDWorst drop−25.4%25.4% vol

CIBRWorst drop−21.1%30.5% vol

UFOXWorst drop−29.7%33.5% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDSMH

−5.3%Year to date+40.0%

0.7%Yield0.2%

−10.5%Past year+38.2%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026