Compare · 2 funds side by side · dividends reinvested

WDGF and SOXX

WDGFWisdomTree×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,892SOXX · best of the two

02 / 04

WDGF and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$37.6B1.3

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−6.4%−6.5%[…][…]−21.1%23.2%$5M1.7

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

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

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Global Defense Fund · $5M[…]

WDGF

SOXX

iShares Semiconductor ETF · $37.6B$26,892

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

WDGFMeasureSOXX

−6.4%Year to dateJan 1 → Nov 6+36.2%

−6.5%1 yearTotal return+34.5%

[…]3 years · per year$10,000 became […] · $27,604+40.3%

[…]5 years · per year$10,000 became […] · $26,892+21.9%

0.45%Expense ratio$45 · $33 a year on $10k · lower is better0.33%

0.05%Trailing 12-mo yield$5 · $76 a year on $10k0.76%

−21.1%Worst dropSmaller is better−39.5%

23.2%VolatilityLower is calmer49.4%

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

2–4SOXX 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 SOXX: Top 5 Holdings

Today

WDGF

27.1%in top 5

SOXX

in top 538.6%

WDGFStockSOXX

not top 5AMD8.9%

not top 5NVDA8.5%

not top 5AVGO8.1%

not top 5MU7.1%

not top 5INTC6.0%

5.9%LMTnot top 5

5.5%PLTRnot top 5

5.3%NOCnot top 5

5.2%BA.Lnot top 5

5.2%GDnot top 5

Held in common0.0%

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

WDGF vs SOXX Returns, Every Period

WisdomTreeWDGF

−6.5%

past year

SOXXiShares

+34.5%

past year

WDGFSOXXFaded: behind in that period

0–2SOXX wins

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

WDGF vs SOXX

YTD

WisdomTreeWDGF

−6.4%

SOXXiShares

+36.2%

−6.4%Year to date+36.2%

−21.1%Worst drop · 1Y−39.5%

23.2%Volatility · 1Y49.4%

0.1%Yield0.8%

$5.4MAssets$37.6B

2–2level

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

Cost, Income and Risk

Fees: WDGF, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

WDGF0.45%$45

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

Yields: WDGF, SOXX

0.76%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.76%$76

WDGF0.05%$5

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

WDGF$5 − $45 = −$40

KeptFee

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

Overlap: WDGF, SOXX

Today

0.0%most shared, WDGF and SOXX

WDGFSOXX

WDGF—0.0%

SOXX0.0%—

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

Return vs Bumpiness: 2 ETFs

+34.5%SOXX, at 49.4% volatility

WDGFWorst drop−21.1%23.2% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

SOXXWDGF

+36.2%Year to date−6.4%

0.8%Yield0.1%

+34.5%Past year−6.5%

0.33%Fee0.45%

4–0SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

$37.6BAssets$57.7B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026