Compare · 3 funds side by side · dividends reinvested

WDAF, VEA and SMH

WDAFWisdomTree×VEAVanguard×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

WDAF, VEA and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.44%+12.9%+18.8%+20.5%+9.2%−11.6%18.3%$232B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.6

WisdomTree Asia Defense FundThematic · Defense & space0.45%0.15%−14.0%−16.8%[…][…]−36.9%35.5%$7M2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: WDAF 2025 · VEA 2007 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Asia Defense Fund · $7M[…]

WDAF

VEA

Vanguard FTSE Developed Markets ETF · $232B$15,497

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

WDAFMeasureVEA

−14.0%Year to dateJan 1 → Nov 9+12.9%

−16.8%1 yearTotal return+18.8%

[…]3 years · per year$10,000 became […] · $17,516+20.5%

[…]5 years · per year$10,000 became […] · $15,497+9.2%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.15%Trailing 12-mo yield$16 · $244 a year on $10k2.44%

−36.9%Worst dropSmaller is better−11.6%

35.5%VolatilityLower is calmer18.3%

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

0–6VEA wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WDAF vs VEA: Top 5 Holdings

Today

WDAF

38.6%in top 5

VEA

in top 59.2%

WDAFStockVEA

10.0%HAL.BOnot top 5

9.7%BEL.BOnot top 5

7.4%047810.Knot top 5

5.9%012450.Knot top 5

5.5%064350.Knot top 5

not top 5005930.K2.8%

not top 5000660.K2.3%

not top 5ASML.AS2.1%

not top 5HSBA.L1.0%

not top 5ROP.SW0.9%

Held in common0.6%

End-of-day Nov 9, 2026 · share of each fund

WDAF vs VEA Returns, Every Period

WisdomTreeWDAF

−16.8%

past year

VEAVanguard

+18.8%

past year

WDAFVEAFaded: behind in that period

0–2VEA wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs International: WDAF vs VEA

YTD

WisdomTreeWDAF

−14.0%

VEAVanguard

+12.9%

−14.0%Year to date+12.9%

−36.9%Worst drop · 1Y−11.6%

35.5%Volatility · 1Y18.3%

0.2%Yield2.4%

$7.2MAssets$232B

4–0VEA wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDAF, VEA, SMH

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

SMH0.35%$35

WDAF0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: WDAF, VEA, SMH

2.44%highest, VEA

FundTrailing yieldYield$10k

VEA2.44%$244

SMH0.23%$23

WDAF0.15%$16

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$241most kept, VEA

VEA$244 − $3 = $241

SMH$23 − $35 = −$12

WDAF$16 − $45 = −$30

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: WDAF, VEA, SMH

Today

0.6%most shared, WDAF and VEA

WDAFVEASMH

WDAF—0.6%0.0%

VEA0.6%—0.0%

SMH0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

VEAWorst drop−11.6%18.3% vol

WDAFWorst drop−36.9%35.5% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VEASMH

+12.9%Year to date+35.3%

2.4%Yield0.2%

+18.8%Past year+39.3%

0.03%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026