Compare · 2 funds side by side · dividends reinvested

UFOX and SOXX

UFOXDefiance×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$30,376SOXX · best of the two

02 / 04

UFOX and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Defiance Space and Connective Tech ETFThematic · Defense & space0.30%0.50%+17.2%+11.5%+38.0%+16.0%−29.7%33.5%$782M1.5

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+49.8%+46.5%+46.4%+24.9%−31.2%47.8%$42.6B1.5

Rank among the two1st → 2ndFee, 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 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

UFOX

SOXX

iShares Semiconductor ETF · $42.6B$30,376

$10,000 five years ago, dividends reinvested · they hold 16.7% in common

UFOXMeasureSOXX

+17.2%Year to dateJan 1 → Nov 4+49.8%

+11.5%1 yearTotal return+46.5%

+38.0%3 years · per year$10,000 became $26,273 · $31,353+46.4%

+16.0%5 years · per year$10,000 became $20,988 · $30,376+24.9%

0.30%Expense ratio$30 · $33 a year on $10k · lower is better0.33%

0.50%Trailing 12-mo yield$50 · $28 a year on $10k0.28%

−29.7%Worst dropSmaller is better−31.2%

33.5%VolatilityLower is calmer47.8%

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

4–4Level

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 SOXX: Top 5 Holdings

Today

UFOX

24.8%in top 5

SOXX

in top 538.7%

UFOXStockSOXX

not top 5AMD9.0%

5.1%NVDA8.2%

5.0%AVGO7.8%

not top 5MU7.8%

not top 5INTC5.9%

5.8%AAPLnot top 5

5.3%SPCXnot top 5

3.6%CSCOnot top 5

Held in common16.7%

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

UFOX vs SOXX Returns, Every Period

DefianceUFOX

+16.0%

5 years, per year

SOXXiShares

+24.9%

5 years, per year

UFOXSOXXFaded: behind in that period

0–4SOXX wins

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

UFOX vs SOXX

YTD

DefianceUFOX

+17.2%

SOXXiShares

+49.8%

+17.2%Year to date+49.8%

−29.7%Worst drop · 1Y−31.2%

33.5%Volatility · 1Y47.8%

0.5%Yield0.3%

$782MAssets$42.6B

3–1UFOX wins

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

Cost, Income and Risk

Fees: UFOX, SOXX

Today

0.30%lowest, UFOX

FundExpense ratioFee$10k

UFOX0.30%$30

SOXX0.33%$33

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

Yields: UFOX, SOXX

0.50%highest, UFOX

FundTrailing yieldYield$10k

UFOX0.50%$50

SOXX0.28%$28

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

Income After Fees on $10,000

$20most kept, UFOX

UFOX$50 − $30 = $20

SOXX$28 − $33 = −$5

KeptFee

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

Overlap: UFOX, SOXX

Today

16.7%most shared, UFOX and SOXX

UFOXSOXX

UFOX—16.7%

SOXX16.7%—

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

Return vs Bumpiness: 2 ETFs

+46.5%SOXX, at 47.8% volatility

UFOXWorst drop−29.7%33.5% vol

SOXXWorst drop−31.2%47.8% vol

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

Paid More vs Made More

YTD

UFOXSOXX

+17.2%Year to date+49.8%

0.5%Yield0.3%

+11.5%Past year+46.5%

0.30%Fee0.33%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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