ARKX vs IDEF

AARKX

BIDEF

Measures won0–4IDEF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.38%IDEF · $38 on $10k

Smallest drop−23.7%IDEF · worst fall in 1Y

Held in common13.0%ARKX and IDEF

ARKX

IDEF

ARK Space & Defense Innovation ETF · $737MiShares Defense Industrials Act · $3.4B

+28.0%3 years · per year$20,985 · […][…]

[…]5 years · per year[…]

0.75%Expense ratio$75 · $55 on $10k · lower wins0.55%

0.00%12-mo yield$0 · $38 on $10k0.38%

−28.3%Worst dropSmaller wins−23.7%

34.2%VolatilityLower wins24.0%

0–4IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsARKX · IDEF

10.8%SPCX2.7%

3.9%PLTR2.7%

1.1%LMT5.2%

1.2%ESLT1.1%

Held in common13.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AARKX	ARK Space & Defense Innovation ETFRead Desk	0.75%	0.00%	−6.5%	−6.7%	−10.0%	+28.0%	new	−28.3%	$737M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AARKX	ARK Space & Defense Innovation ETFRead Desk	0.75%	0.00%	−6.5%	−6.7%	−10.0%	+28.0%	new	−28.3%	$737M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ARKX vs IDEF

ARKX

ARK Space & Defense Innovation

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureARKXIDEF

Fee0.75%0.55%

Cost on $10k a year$75$55

Yield0.00%0.38%

5 years, per year[…][…]

3 years, per year+28.0%[…]

Worst drop · 1Y−28.3%−23.7%

Volatility · 1Y34.2%24.0%

4–0measures won
IDEF first

13.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ARKX, IDEF, SMH

Today

13.0%most shared, ARKX and IDEF

ARKXIDEFSMH

ARKX—13.0%10.8%

IDEF13.0%—1.0%

SMH10.8%1.0%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IDEF$38 − $55 = −$17

ARKX$0 − $75 = −$75

KeptFee

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