Compare · 4 funds side by side · dividends reinvested

XAR, IDEF, SMH and SOXX

XARSPDR×IDEFiShares×SMHVanEck×SOXXiShares×

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

02 / 04

XAR, IDEF, SMH 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%$37.6B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.1

iShares Defense Industrials ActThematic · Defense & space0.55%0.37%−8.0%−9.4%[…][…]−23.7%24.0%$3.4B2.7

State Street SPDR S&P Aerospace & Defense ETFThematic · Defense & space0.35%0.19%−7.0%−5.9%+25.1%+14.0%−27.8%30.5%$5.1B2.8

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: XAR 2011 · IDEF 2025 · SMH 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Aerospace & Defense ETF · $5.1B$19,247

XAR

IDEF

iShares Defense Industrials Act · $3.4B[…]

$10,000 five years ago, dividends reinvested · they hold 27.6% in common

XARMeasureIDEF

−7.0%Year to dateJan 1 → Nov 6−8.0%

−5.9%1 yearTotal return−9.4%

+25.1%3 years · per year$10,000 became $19,591 · […][…]

+14.0%5 years · per year$10,000 became $19,247 · […][…]

0.35%Expense ratio$35 · $55 a year on $10k · lower is better0.55%

0.19%Trailing 12-mo yield$19 · $37 a year on $10k0.37%

−27.8%Worst dropSmaller is better−23.7%

30.5%VolatilityLower is calmer24.0%

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

3–3Level

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

More Ways to See the Pairs

XAR vs IDEF: Top 5 Holdings

Today

XAR

17.2%in top 5

IDEF

in top 525.1%

XARStockIDEF

not top 5RTX7.5%

3.6%LMT5.2%

not top 5GD4.5%

not top 5NOC4.0%

not top 5HO.PA3.9%

3.5%TXTnot top 5

3.4%TDGnot top 5

3.4%HEInot top 5

3.4%LHXnot top 5

Held in common27.6%

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

XAR vs IDEF Returns, Every Period

SPDRXAR

−5.9%

past year

IDEFiShares

−9.4%

past year

XARIDEFFaded: behind in that period

2–0XAR wins

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

XAR vs SOXX

YTD

SPDRXAR

−7.0%

SOXXiShares

+36.2%

−7.0%Year to date+36.2%

−27.8%Worst drop · 1Y−39.5%

30.5%Volatility · 1Y49.4%

0.2%Yield0.8%

$5.1BAssets$37.6B

2–2level

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

Cost, Income and Risk

Fees: XAR, IDEF, SMH, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

XAR0.35%$35

SMH0.35%$35

IDEF0.55%$55

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

Yields: XAR, IDEF, SMH, SOXX

0.76%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.76%$76

IDEF0.37%$37

SMH0.24%$24

XAR0.19%$19

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

XAR$19 − $35 = −$16

IDEF$37 − $55 = −$18

KeptFee

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

Overlap: XAR, IDEF, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

XARIDEFSMHSOXX

XAR—27.6%0.0%0.0%

IDEF27.6%—0.9%1.5%

SMH0.0%0.9%—69.6%

SOXX0.0%1.5%69.6%—

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

Return vs Bumpiness: 4 ETFs

+34.5%SOXX, at 49.4% volatility

IDEFWorst drop−23.7%24.0% vol

XARWorst drop−27.8%30.5% vol

SMHWorst drop−33.1%42.9% 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

SOXXSMH

+36.2%Year to date+28.8%

0.8%Yield0.2%

+34.5%Past year+29.5%

0.33%Fee0.35%

4–0SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026