Compare · 4 funds side by side · dividends reinvested

WDEF, SHLD, CIBR and SMH

WDEFWisdomTree×SHLDGlobal X×CIBRFirst Trust×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

WDEF, SHLD, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.0

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B2.4

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−9.9%−11.6%+31.9%[…]−25.4%25.8%$5.9B2.6

WisdomTree Europe Defense FundThematic · Defense & space0.45%0.08%−7.9%−11.2%[…][…]−23.9%30.7%$82M2.7

Rank among the four1st → 4thFee, 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 · SHLD 2023 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Europe Defense Fund · $82M[…]

WDEF

SHLD

Global X - Defense Tech ETF · $5.9B[…]

$10,000 five years ago, dividends reinvested · they hold 22.7% in common

WDEFMeasureSHLD

−7.9%Year to dateJan 1 → Nov 6−9.9%

−11.2%1 yearTotal return−11.6%

[…]3 years · per year$10,000 became […] · $22,922+31.9%

[…]5 years · per year[…]

0.45%Expense ratio$45 · $50 a year on $10k · lower is better0.50%

0.08%Trailing 12-mo yield$8 · $73 a year on $10k0.73%

−23.9%Worst dropSmaller is better−25.4%

30.7%VolatilityLower is calmer25.8%

WDEFSHLD 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 SHLD: Top 5 Holdings

Today

WDEF

41.4%in top 5

SHLD

in top 546.9%

WDEFStockSHLD

10.4%BA.Lnot top 5

not top 5PLTR10.1%

9.8%HO.PAnot top 5

not top 5RTX9.6%

not top 5LMT9.6%

9.6%RHM.DEnot top 5

not top 5GD9.2%

not top 5NOC8.4%

6.2%SAABB.STnot top 5

5.3%LDO.MInot top 5

Held in common22.7%

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

WDEF vs SHLD Returns, Every Period

WisdomTreeWDEF

−11.2%

past year

SHLDGlobal X

−11.6%

past year

WDEFSHLDFaded: behind in that period

2–0WDEF wins

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

WDEF vs SHLD

YTD

WisdomTreeWDEF

−7.9%

SHLDGlobal X

−9.9%

−7.9%Year to date−9.9%

−23.9%Worst drop · 1Y−25.4%

30.7%Volatility · 1Y25.8%

0.1%Yield0.7%

$82.2MAssets$5.9B

2–2level

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

Cost, Income and Risk

Fees: WDEF, SHLD, CIBR, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

WDEF0.45%$45

SHLD0.50%$50

CIBR0.58%$58

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

Yields: WDEF, SHLD, CIBR, SMH

0.73%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.73%$73

CIBR0.43%$43

SMH0.24%$24

WDEF0.08%$8

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

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

WDEF$8 − $45 = −$37

KeptFee

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

Overlap: WDEF, SHLD, CIBR, SMH

Today

22.7%most shared, WDEF and SHLD

WDEFSHLDCIBRSMH

WDEF—22.7%1.9%0.0%

SHLD22.7%—4.1%0.0%

CIBR1.9%4.1%—5.9%

SMH0.0%0.0%5.9%—

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

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

SHLDWorst drop−25.4%25.8% vol

WDEFWorst drop−23.9%30.7% vol

CIBRWorst drop−20.6%31.1% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

SHLDSMH

−9.9%Year to date+28.8%

0.7%Yield0.2%

−11.6%Past year+29.5%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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