AV vs IDEF

AAV

BIDEF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · PAVE $19,862

Lowest cost0.35%AV · $35 on $10k

Most income0.81%PAVE · $81 on $10k

Smallest drop−15.3%PAVE · worst fall in 1Y

Held in common29.1%AV and IDEF

IDEF

Corgi Etf Trust I - Corgi Aerospace & Commercial Aviation ETF · $1MiShares Defense Industrials Act · $3.6B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $55 on $10k · lower wins0.55%

0.00%12-mo yield$0 · $36 on $10k0.36%

[…]Worst dropSmaller wins−23.7%

[…]VolatilityLower wins24.5%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAV · IDEF

9.6%RTX7.4%

5.2%LMT5.2%

5.4%GD4.4%

4.4%NOC4.0%

Held in common29.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
3	AAV	Corgi Etf Trust I - Corgi Aerospace & Commercial Aviation ETFRead Desk	0.35%	0.00%	+3.8%	new	new	new	new	[…]	$811K
4	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
3	AAV	Corgi Etf Trust I - Corgi Aerospace & Commercial Aviation ETFRead Desk	0.35%	0.00%	+3.8%	new	new	new	new	[…]	$811K
4	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AV vs IDEF

Corgi Etf Trust I - Corgi Aerospace & Commercial Aviation

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureAVIDEF

Fee0.35%0.55%

Cost on $10k a year$35$55

Yield0.00%0.36%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−23.7%

Volatility · 1Y[…]24.5%

1–1measures won
level

29.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AV, IDEF, SMH, PAVE

Today

29.1%most shared, AV and IDEF

AVIDEFSMHPAVE

AV—29.1%0.0%6.1%

IDEF29.1%—1.0%3.6%

SMH0.0%1.0%—0.0%

PAVE6.1%3.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$34most kept, PAVE

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

IDEF$36 − $55 = −$19

AV$0 − $35 = −$35

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee