Compare · 2 funds side by side · dividends reinvested

WDEF and IGV

WDEFWisdomTree×IGViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,265IGV · best of the two

02 / 04

WDEF and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Europe Defense FundThematic · Defense & space0.45%0.08%−7.9%−11.2%[…][…]−23.9%30.7%$82M1.3

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: WDEF 2025 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Europe Defense Fund · $82M[…]

WDEF

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

WDEFMeasureIGV

−7.9%Year to dateJan 1 → Nov 6−6.4%

−11.2%1 yearTotal return−11.5%

[…]3 years · per year$10,000 became […] · $14,533+13.3%

[…]5 years · per year$10,000 became […] · $11,264+2.4%

0.45%Expense ratio$45 · $38 a year on $10k · lower is better0.38%

0.08%Trailing 12-mo yield$8 · $2 a year on $10k0.02%

−23.9%Worst dropSmaller is better−33.2%

30.7%VolatilityLower is calmer32.9%

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

4–2WDEF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WDEF vs IGV: Top 5 Holdings

Today

WDEF

41.4%in top 5

IGV

in top 540.4%

WDEFStockIGV

10.4%BA.Lnot top 5

9.8%HO.PAnot top 5

9.6%RHM.DEnot top 5

not top 5MSFT9.5%

not top 5PANW8.2%

not top 5PLTR7.9%

not top 5CRWD7.8%

not top 5ORCL7.0%

6.2%SAABB.STnot top 5

5.3%LDO.MInot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

WDEF vs IGV Returns, Every Period

WisdomTreeWDEF

−11.2%

past year

IGViShares

−11.5%

past year

WDEFIGVFaded: behind in that period

1–1Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

WDEF vs IGV

YTD

WisdomTreeWDEF

−7.9%

IGViShares

−6.4%

−7.9%Year to date−6.4%

−23.9%Worst drop · 1Y−33.2%

30.7%Volatility · 1Y32.9%

0.1%Yield0.0%

$82.2MAssets$12.4B

3–1WDEF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDEF, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

WDEF0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: WDEF, IGV

0.08%highest, WDEF

FundTrailing yieldYield$10k

WDEF0.08%$8

IGV0.02%$2

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$36most kept, IGV

IGV$2 − $38 = −$36

WDEF$8 − $45 = −$37

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: WDEF, IGV

Today

0.0%most shared, WDEF and IGV

WDEFIGV

WDEF—0.0%

IGV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−11.2%WDEF, at 30.7% volatility

WDEFWorst drop−23.9%30.7% vol

IGVWorst drop−33.2%32.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

WDEFIGV

−7.9%Year to date−6.4%

0.1%Yield0.0%

−11.2%Past year−11.5%

0.45%Fee0.38%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026