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$36,298SMH · 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%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.6

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.3%−3.0%[…][…]−23.7%24.5%$3.5B1.8

WisdomTree Europe Defense FundThematic · Defense & space0.45%0.07%−2.7%−4.6%[…][…]−23.9%31.2%$76M2.3

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

End-of-day Nov 9, 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 · $76M[…]

WDEF

IDEF

iShares Defense Industrials Act · $3.5B[…]

$10,000 five years ago, dividends reinvested · they hold 20.9% in common

WDEFMeasureIDEF

−2.7%Year to dateJan 1 → Nov 9−3.3%

−4.6%1 yearTotal return−3.0%

[…]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−23.7%

31.2%VolatilityLower is calmer24.5%

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

2–4IDEF wins

End-of-day Nov 9, 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 525.1%

WDEFStockIDEF

10.4%BA.Lnot top 5

9.8%HO.PA3.9%

9.6%RHM.DEnot top 5

not top 5RTX7.5%

6.2%SAABB.STnot top 5

5.3%LDO.MInot top 5

not top 5LMT5.2%

not top 5GD4.5%

not top 5NOC4.0%

Held in common20.9%

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

WDEF vs IDEF Returns, Every Period

WisdomTreeWDEF

−4.6%

past year

IDEFiShares

−3.0%

past year

WDEFIDEFFaded: behind in that period

1–1Level

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

WDEF vs IDEF

YTD

WisdomTreeWDEF

−2.7%

IDEFiShares

−3.3%

−2.7%Year to date−3.3%

−23.9%Worst drop · 1Y−23.7%

31.2%Volatility · 1Y24.5%

0.1%Yield0.4%

$76.0MAssets$3.5B

3–1IDEF wins

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

Yields: WDEF, IDEF, SMH

0.36%highest, IDEF

FundTrailing yieldYield$10k

IDEF0.36%$36

SMH0.23%$23

WDEF0.07%$7

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

Income After Fees on $10,000

−$12most kept, SMH

SMH$23 − $35 = −$12

IDEF$36 − $55 = −$19

WDEF$7 − $45 = −$38

KeptFee

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

Overlap: WDEF, IDEF, SMH

Today

20.9%most shared, WDEF and IDEF

WDEFIDEFSMH

WDEF—20.9%0.0%

IDEF20.9%—0.9%

SMH0.0%0.9%—

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

IDEFWorst drop−23.7%24.5% vol

WDEFWorst drop−23.9%31.2% 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

IDEFSMH

−3.3%Year to date+35.3%

0.4%Yield0.2%

−3.0%Past year+39.3%

0.55%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026