FLDZ vs IDEF

AFLDZ

BIDEF

Measures won3–1FLDZ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.40%FLDZ · $40 on $10k

Most income1.81%FLDZ · $181 on $10k

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

Held in common24.8%FLDZ and IDEF

FLDZ

IDEF

TrueShares Patriot Defense ETF · $7MiShares Defense Industrials Act · $3.4B

+6.3%3 years · per year$12,027 · […][…]

[…]5 years · per year[…]

0.40%Expense ratio$40 · $55 on $10k · lower wins0.55%

1.81%12-mo yield$181 · $38 on $10k0.38%

−28.0%Worst dropSmaller wins−23.7%

18.7%VolatilityLower wins24.0%

3–1FLDZ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsFLDZ · IDEF

1.9%LMT5.2%

1.8%GD4.4%

1.7%RTX7.4%

1.7%NOC3.8%

Held in common24.8%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AFLDZ	TrueShares Patriot Defense ETFRead Desk		0.40%	1.81%	−5.8%	−15.0%	−13.4%	+6.3%	new	−28.0%	$7M
2	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

Both

5Y2 funds

#			Trend							5Y/yr
1	AFLDZ	TrueShares Patriot Defense ETFRead Desk		0.40%	1.81%	−5.8%	−15.0%	−13.4%	+6.3%	new	−28.0%	$7M
2	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

FLDZ vs IDEF

FLDZ

TrueShares Patriot Defense

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureFLDZIDEF

Fee0.40%0.55%

Cost on $10k a year$40$55

Yield1.81%0.38%

5 years, per year[…][…]

3 years, per year+6.3%[…]

Worst drop · 1Y−28.0%−23.7%

Volatility · 1Y18.7%24.0%

3–1measures won
FLDZ first

24.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FLDZ, IDEF

Today

24.8%most shared, FLDZ and IDEF

FLDZIDEF

FLDZ—24.8%

IDEF24.8%—

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

Income After Fees on $10,000

$141most kept, FLDZ

FLDZ$181 − $40 = $141

IDEF$38 − $55 = −$17

KeptFee

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