Compare · 3 funds side by side · dividends reinvested

UFOX, SHLD and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$39,579SMH · best of the three

02 / 04

UFOX, SHLD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.21%+44.0%+43.3%+56.1%+31.7%−24.6%41.1%$65.8B1.6

Defiance Space and Connective Tech ETFThematic · Defense & space0.30%0.49%+19.4%+12.5%+38.8%+16.3%−29.6%33.4%$770M2.0

Global X - Defense Tech ETFThematic · Defense & space0.50%0.67%−1.9%−6.6%+37.0%[…]−25.4%25.1%$6.6B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: UFOX 2019 · SHLD 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

UFOX

SHLD

Global X - Defense Tech ETF · $6.6B[…]

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

UFOXMeasureSHLD

+19.4%Year to dateJan 1 → Nov 3−1.9%

+12.5%1 yearTotal return−6.6%

+38.8%3 years · per year$10,000 became $26,762 · $25,691+37.0%

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

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

0.49%Trailing 12-mo yield$49 · $67 a year on $10k0.67%

−29.6%Worst dropSmaller is better−25.4%

33.4%VolatilityLower is calmer25.1%

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

4–3UFOX 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 SHLD: Top 5 Holdings

Today

UFOX

24.8%in top 5

SHLD

in top 546.9%

UFOXStockSHLD

not top 5PLTR11.0%

not top 5LMT9.7%

not top 5RTX9.2%

not top 5GD8.8%

not top 5NOC8.2%

6.0%AAPLnot top 5

5.2%SPCXnot top 5

5.0%NVDAnot top 5

4.9%AVGOnot top 5

3.6%CSCOnot top 5

Held in common0.8%

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

UFOX vs SHLD Returns, Every Period

DefianceUFOX

+12.5%

past year

SHLDGlobal X

−6.6%

past year

UFOXSHLDFaded: behind in that period

3–0UFOX wins

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

UFOX vs SHLD

YTD

DefianceUFOX

+19.4%

SHLDGlobal X

−1.9%

+19.4%Year to date−1.9%

−29.6%Worst drop · 1Y−25.4%

33.4%Volatility · 1Y25.1%

0.5%Yield0.7%

$770MAssets$6.6B

3–1SHLD wins

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

Cost, Income and Risk

Fees: UFOX, SHLD, SMH

Today

0.30%lowest, UFOX

FundExpense ratioFee$10k

UFOX0.30%$30

SMH0.35%$35

SHLD0.50%$50

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

Yields: UFOX, SHLD, SMH

0.67%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.67%$67

UFOX0.49%$49

SMH0.21%$21

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

Income After Fees on $10,000

$19most kept, UFOX

UFOX$49 − $30 = $19

SHLD$67 − $50 = $17

SMH$21 − $35 = −$14

KeptFee

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

Overlap: UFOX, SHLD, SMH

Today

14.8%most shared, UFOX and SMH

UFOXSHLDSMH

UFOX—0.8%14.8%

SHLD0.8%—0.0%

SMH14.8%0.0%—

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

Return vs Bumpiness: 3 ETFs

+43.3%SMH, at 41.1% volatility

SHLDWorst drop−25.4%25.1% vol

UFOXWorst drop−29.6%33.4% vol

SMHWorst drop−24.6%41.1% vol

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

Paid More vs Made More

YTD

SHLDSMH

−1.9%Year to date+44.0%

0.7%Yield0.2%

−6.6%Past year+43.3%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

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