Compare · 3 funds side by side · dividends reinvested

WDEF, PPA and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

WDEF, PPA and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.6

Invesco Aerospace & Defense ETFThematic · Defense & space0.58%0.44%−3.3%−2.5%+23.6%+16.4%−18.4%22.1%$7.4B1.8

WisdomTree Europe Defense FundThematic · Defense & space0.45%0.08%−6.1%−10.2%[…][…]−23.9%30.6%$82M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: WDEF 2025 · PPA 2005 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Europe Defense Fund · $82M[…]

WDEF

PPA

Invesco Aerospace & Defense ETF · $7.4B$21,409

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

WDEFMeasurePPA

−6.1%Year to dateJan 1 → Nov 5−3.3%

−10.2%1 yearTotal return−2.5%

[…]3 years · per year$10,000 became […] · $18,861+23.6%

[…]5 years · per year$10,000 became […] · $21,409+16.4%

0.45%Expense ratio$45 · $58 a year on $10k · lower is better0.58%

0.08%Trailing 12-mo yield$8 · $44 a year on $10k0.44%

−23.9%Worst dropSmaller is better−18.4%

30.6%VolatilityLower is calmer22.1%

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

1–5PPA wins

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

More Ways to See the Pairs

WDEF vs PPA: Top 5 Holdings

Today

WDEF

41.4%in top 5

PPA

in top 541.9%

WDEFStockPPA

10.4%BA.Lnot top 5

9.8%HO.PAnot top 5

9.6%RHM.DEnot top 5

not top 5RTX9.5%

not top 5GE9.4%

not top 5LMT9.2%

not top 5BA8.2%

6.2%SAABB.STnot top 5

not top 5GD5.6%

5.3%LDO.MInot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

WDEF vs PPA Returns, Every Period

WisdomTreeWDEF

−10.2%

past year

PPAInvesco

−2.5%

past year

WDEFPPAFaded: behind in that period

0–2PPA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

WDEF vs PPA

YTD

WisdomTreeWDEF

−6.1%

PPAInvesco

−3.3%

−6.1%Year to date−3.3%

−23.9%Worst drop · 1Y−18.4%

30.6%Volatility · 1Y22.1%

0.1%Yield0.4%

$82.2MAssets$7.4B

4–0PPA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDEF, PPA, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

WDEF0.45%$45

PPA0.58%$58

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WDEF, PPA, SMH

0.44%highest, PPA

FundTrailing yieldYield$10k

PPA0.44%$44

SMH0.25%$25

WDEF0.08%$8

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

PPA$44 − $58 = −$14

WDEF$8 − $45 = −$37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WDEF, PPA, SMH

Today

0.0%most shared, WDEF and PPA

WDEFPPASMH

WDEF—0.0%0.0%

PPA0.0%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

PPAWorst drop−18.4%22.1% vol

WDEFWorst drop−23.9%30.6% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PPASMH

−3.3%Year to date+24.3%

0.4%Yield0.2%

−2.5%Past year+27.3%

0.58%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026