Compare WDGF and IDEF

WDGF and IDEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−1.9%−4.8%[…][…]−19.9%22.7%$5M1.3

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.5%−7.9%[…][…]−19.2%23.4%$3.6B1.7

Rank among the two1st → 2ndFee, 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: WDGF 2025 · IDEF 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree Global Defense Fund · $5M[…]

WDGF

IDEF

iShares Defense Industrials Act · $3.6B[…]

$10,000 five years ago, dividends reinvested · they hold 54.3% in common

WDGFMeasureIDEF

−1.9%Year to dateJan 1 → Nov 4−3.5%

−4.8%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%

0.05%Trailing 12-mo yield$5 · $36 a year on $10k0.36%

−19.9%Worst dropSmaller is better−19.2%

22.7%VolatilityLower is calmer23.4%

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

4–2WDGF wins

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

More Ways to See the Pairs

WDGF vs IDEF: Top 5 Holdings

Today

WDGF

27.1%in top 5

IDEF

in top 524.9%

WDGFStockIDEF

not top 5RTX7.4%

5.9%LMT5.4%

5.5%PLTRnot top 5

5.3%NOC3.9%

5.2%BA.Lnot top 5

5.2%GD4.4%

not top 5HO.PA3.8%

Held in common54.3%

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

WDGF vs IDEF Returns, Every Period

1Y

WisdomTreeWDGF

−4.8%

past year

IDEFiShares

−7.9%

past year

WDGFIDEFFaded: behind in that period

2–0WDGF wins

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

WDGF vs IDEF

YTD

WisdomTreeWDGF

−1.9%

IDEFiShares

−3.5%

−1.9%Year to date−3.5%

−19.9%Worst drop · 1Y−19.2%

22.7%Volatility · 1Y23.4%

0.1%Yield0.4%

$5.4MAssets$3.6B

2–2level

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

Cost, Income and Risk

Fees: WDGF, IDEF

Today

0.45%lowest, WDGF

FundExpense ratioFee$10k

WDGF0.45%$45

IDEF0.55%$55

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

Yields: WDGF, IDEF

1Y

0.36%highest, IDEF

FundTrailing yieldYield$10k

IDEF0.36%$36

WDGF0.05%$5

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

Income After Fees on $10,000

1Y

−$19most kept, IDEF

IDEF$36 − $55 = −$19

WDGF$5 − $45 = −$40

KeptFee

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

Overlap: WDGF, IDEF

Today

54.3%most shared, WDGF and IDEF

WDGFIDEF

WDGF—54.3%

IDEF54.3%—

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

Return vs Bumpiness: 2 ETFs

1Y

−4.8%WDGF, at 22.7% volatility

WDGFWorst drop−19.9%22.7% vol

IDEFWorst drop−19.2%23.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IDEFWDGF

−3.5%Year to date−1.9%

0.4%Yield0.1%

−7.9%Past year−4.8%

0.55%Fee0.45%

3–1WDGF wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026