Compare · 3 funds side by side · dividends reinvested

XAR, WDGF and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

XAR, WDGF and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.5

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−6.8%−7.8%[…][…]−21.1%23.2%$5M2.0

State Street SPDR S&P Aerospace & Defense ETFThematic · Defense & space0.35%0.20%−11.1%−11.3%+23.6%+13.0%−27.8%30.2%$5.3B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: XAR 2011 · WDGF 2025 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Aerospace & Defense ETF · $5.3B$18,435

XAR

WDGF

WisdomTree Global Defense Fund · $5M[…]

$10,000 five years ago, dividends reinvested · they hold 35.3% in common

XARMeasureWDGF

−11.1%Year to dateJan 1 → Nov 5−6.8%

−11.3%1 yearTotal return−7.8%

+23.6%3 years · per year$10,000 became $18,902 · […][…]

+13.0%5 years · per year$10,000 became $18,435 · […][…]

0.35%Expense ratio$35 · $45 a year on $10k · lower is better0.45%

0.20%Trailing 12-mo yield$20 · $5 a year on $10k0.05%

−27.8%Worst dropSmaller is better−21.1%

30.2%VolatilityLower is calmer23.2%

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

2–4WDGF wins

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

More Ways to See the Pairs

XAR vs WDGF: Top 5 Holdings

Today

XAR

16.9%in top 5

WDGF

in top 527.1%

XARStockWDGF

3.5%LMT5.9%

not top 5PLTR5.5%

not top 5NOC5.3%

not top 5BA.L5.2%

not top 5GD5.2%

3.4%TXTnot top 5

3.3%HIInot top 5

3.3%HEInot top 5

3.3%TDGnot top 5

Held in common35.3%

End-of-day Nov 5, 2026 · share of each fund

XAR vs WDGF Returns, Every Period

SPDRXAR

−11.3%

past year

WDGFWisdomTree

−7.8%

past year

XARWDGFFaded: behind in that period

0–2WDGF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XAR vs SMH

YTD

SPDRXAR

−11.1%

SMHVanEck

+24.3%

−11.1%Year to date+24.3%

−27.8%Worst drop · 1Y−33.1%

30.2%Volatility · 1Y42.8%

0.2%Yield0.2%

$5.3BAssets$65.4B

2–1XAR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XAR, WDGF, SMH

Today

0.35%lowest, XAR

FundExpense ratioFee$10k

XAR0.35%$35

SMH0.35%$35

WDGF0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XAR, WDGF, SMH

0.25%highest, SMH

FundTrailing yieldYield$10k

SMH0.25%$25

XAR0.20%$20

WDGF0.05%$5

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

XAR$20 − $35 = −$15

WDGF$5 − $45 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XAR, WDGF, SMH

Today

35.3%most shared, XAR and WDGF

XARWDGFSMH

XAR—35.3%0.0%

WDGF35.3%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

WDGFWorst drop−21.1%23.2% vol

XARWorst drop−27.8%30.2% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMHWDGF

+24.3%Year to date−6.8%

0.2%Yield0.1%

+27.3%Past year−7.8%

0.35%Fee0.45%

4–0SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026