Compare · 3 funds side by side · dividends reinvested

WDEF, IDEF and SMH

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

02 / 04

WDEF, IDEF 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%$65.4B1.6

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.5%−7.9%[…][…]−19.2%23.4%$3.6B2.0

WisdomTree Europe Defense FundThematic · Defense & space0.45%0.07%−1.2%−7.4%[…][…]−23.9%30.3%$82M2.2

Rank among the three1st → 3rdFee, 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: WDEF 2025 · IDEF 2025 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Europe Defense Fund · $82M[…]

WDEF

IDEF

iShares Defense Industrials Act · $3.6B[…]

$10,000 five years ago, dividends reinvested · they hold 19.3% in common

WDEFMeasureIDEF

−1.2%Year to dateJan 1 → Nov 4−3.5%

−7.4%1 yearTotal return−7.9%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.45%Expense ratio$45 · $55 a year on $10k · lower is better0.55%

0.07%Trailing 12-mo yield$7 · $36 a year on $10k0.36%

−23.9%Worst dropSmaller is better−19.2%

30.3%VolatilityLower is calmer23.4%

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

3–3Level

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

More Ways to See the Pairs

WDEF vs IDEF: Top 5 Holdings

Today

WDEF

41.4%in top 5

IDEF

in top 524.9%

WDEFStockIDEF

10.4%BA.Lnot top 5

9.8%HO.PA3.8%

9.6%RHM.DEnot top 5

not top 5RTX7.4%

6.2%SAABB.STnot top 5

not top 5LMT5.4%

5.3%LDO.MInot top 5

not top 5GD4.4%

not top 5NOC3.9%

Held in common19.3%

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

WDEF vs IDEF Returns, Every Period

WisdomTreeWDEF

−7.4%

past year

IDEFiShares

−7.9%

past year

WDEFIDEFFaded: behind in that period

2–0WDEF wins

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

WDEF vs IDEF

YTD

WisdomTreeWDEF

−1.2%

IDEFiShares

−3.5%

−1.2%Year to date−3.5%

−23.9%Worst drop · 1Y−19.2%

30.3%Volatility · 1Y23.4%

0.1%Yield0.4%

$82.2MAssets$3.6B

3–1IDEF wins

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

Cost, Income and Risk

Fees: WDEF, IDEF, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

WDEF0.45%$45

IDEF0.55%$55

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

Yields: WDEF, IDEF, SMH

0.36%highest, IDEF

FundTrailing yieldYield$10k

IDEF0.36%$36

SMH0.22%$22

WDEF0.07%$7

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

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

IDEF$36 − $55 = −$19

WDEF$7 − $45 = −$38

KeptFee

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

Overlap: WDEF, IDEF, SMH

Today

19.3%most shared, WDEF and IDEF

WDEFIDEFSMH

WDEF—19.3%0.0%

IDEF19.3%—1.0%

SMH0.0%1.0%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

IDEFWorst drop−19.2%23.4% vol

WDEFWorst drop−23.9%30.3% 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

IDEFSMH

−3.5%Year to date+40.0%

0.4%Yield0.2%

−7.9%Past year+38.2%

0.55%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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