Compare · 4 funds side by side · dividends reinvested

WDGF, ITA, CIBR and SMH

WDGFWisdomTree×ITAiShares×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

WDGF, ITA, 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

iShares U.S. Aerospace & Defense ETFThematic · Defense & space0.37%0.58%−3.4%−1.0%+24.1%+15.6%−20.0%23.7%$11.7B2.1

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B2.5

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−6.4%−6.5%[…][…]−21.1%23.2%$5M3.2

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: WDGF 2025 · ITA 2006 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global Defense Fund · $5M[…]

WDGF

ITA

iShares U.S. Aerospace & Defense ETF · $11.7B$20,603

$10,000 five years ago, dividends reinvested · they hold 40.7% in common

WDGFMeasureITA

−6.4%Year to dateJan 1 → Nov 6−3.4%

−6.5%1 yearTotal return−1.0%

[…]3 years · per year$10,000 became […] · $19,113+24.1%

[…]5 years · per year$10,000 became […] · $20,603+15.6%

0.45%Expense ratio$45 · $37 a year on $10k · lower is better0.37%

0.05%Trailing 12-mo yield$5 · $58 a year on $10k0.58%

−21.1%Worst dropSmaller is better−20.0%

23.2%VolatilityLower is calmer23.7%

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

1–5ITA wins

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

More Ways to See the Pairs

WDGF vs ITA: Top 5 Holdings

Today

WDGF

27.1%in top 5

ITA

in top 555.8%

WDGFStockITA

not top 5GE21.4%

not top 5RTX17.0%

not top 5BA7.0%

5.9%LMT5.3%

5.5%PLTRnot top 5

5.3%NOCnot top 5

5.2%BA.Lnot top 5

5.2%GDnot top 5

not top 5TDG5.1%

Held in common40.7%

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

WDGF vs ITA Returns, Every Period

WisdomTreeWDGF

−6.5%

past year

ITAiShares

−1.0%

past year

WDGFITAFaded: behind in that period

0–2ITA wins

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

WDGF vs ITA

YTD

WisdomTreeWDGF

−6.4%

ITAiShares

−3.4%

−6.4%Year to date−3.4%

−21.1%Worst drop · 1Y−20.0%

23.2%Volatility · 1Y23.7%

0.1%Yield0.6%

$5.4MAssets$11.7B

3–1ITA wins

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

Cost, Income and Risk

Fees: WDGF, ITA, CIBR, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ITA0.37%$37

WDGF0.45%$45

CIBR0.58%$58

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

Yields: WDGF, ITA, CIBR, SMH

0.58%highest, ITA

FundTrailing yieldYield$10k

ITA0.58%$58

CIBR0.43%$43

SMH0.24%$24

WDGF0.05%$5

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

Income After Fees on $10,000

$21most kept, ITA

ITA$58 − $37 = $21

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

WDGF$5 − $45 = −$40

KeptFee

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

Overlap: WDGF, ITA, CIBR, SMH

Today

40.7%most shared, WDGF and ITA

WDGFITACIBRSMH

WDGF—40.7%2.9%0.0%

ITA40.7%—0.0%0.0%

CIBR2.9%0.0%—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

WDGFWorst drop−21.1%23.2% vol

ITAWorst drop−20.0%23.7% 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

ITASMH

−3.4%Year to date+28.8%

0.6%Yield0.2%

−1.0%Past year+29.5%

0.37%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