EUAD vs IDEF

AEUAD

BIDEF

Measures won3–1EUAD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.43%EUAD · $43 on $10k

Smallest drop−22.0%EUAD · worst fall in 1Y

Held in common0.0%EUAD and IDEF

EUAD

IDEF

Select STOXX Europe Aerospace & Defense ETF · $948MiShares Defense Industrials Act · $3.4B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $55 on $10k · lower wins0.55%

0.43%12-mo yield$43 · $38 on $10k0.38%

−22.0%Worst dropSmaller wins−23.7%

29.3%VolatilityLower wins24.0%

3–1EUAD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEUAD · IDEF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Four

5Y4 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	AEUAD	Select STOXX Europe Aerospace & Defense ETFRead Desk	0.50%	0.43%	−3.4%	−7.9%	−11.1%	new	new	−22.0%	$948M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AEUAD	Select STOXX Europe Aerospace & Defense ETFRead Desk	0.50%	0.43%	−3.4%	−7.9%	−11.1%	new	new	−22.0%	$948M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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

EUAD vs IDEF

EUAD

Select STOXX Europe Aerospace & Defense

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureEUADIDEF

Fee0.50%0.55%

Cost on $10k a year$50$55

Yield0.43%0.38%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−22.0%−23.7%

Volatility · 1Y29.3%24.0%

2–1measures won
EUAD first

0.0%

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: EUAD, IDEF, SMH, DRAM

Today

3.2%most shared, SMH and DRAM

EUADIDEFSMHDRAM

EUAD—0.0%0.0%0.0%

IDEF0.0%—1.0%0.3%

SMH0.0%1.0%—3.2%

DRAM0.0%0.3%3.2%—

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

Income After Fees on $10,000

−$7most kept, EUAD

EUAD$43 − $50 = −$7

SMH$25 − $35 = −$10

IDEF$38 − $55 = −$17

DRAM$0 − $65 = −$65

KeptFee

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