IDEF vs ARKX

AIDEF

BARKX

Measures won4–0IDEF wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.35%IDEF · $35 on $10k

Smallest drop−18.9%IDEF · worst fall in 1Y

Held in common13.3%IDEF and ARKX

IDEF

ARKX

iShares Defense Industrials Act · $3.7BARK Space & Defense Innovation ETF · $737M

[…]3 years · per year[…] · $23,588+33.1%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $75 on $10k · lower wins0.75%

0.35%12-mo yield$35 · $0 on $10k0.00%

−18.9%Worst dropSmaller wins−21.8%

23.3%VolatilityLower wins33.6%

4–0IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · ARKX

2.8%PLTR3.8%

2.7%SPCX10.6%

5.4%LMT1.2%

1.2%ESLT1.3%

Held in common13.3%

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B
3	BARKX	ARK Space & Defense Innovation ETFRead Desk	0.75%	0.00%	+1.1%	+3.2%	−4.6%	+33.1%	new	−21.8%	$737M

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B
3	BARKX	ARK Space & Defense Innovation ETFRead Desk	0.75%	0.00%	+1.1%	+3.2%	−4.6%	+33.1%	new	−21.8%	$737M

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

Cards for this view

IDEF vs ARKX

IDEF

iShares Defense Industrials Act

[…]

ARKX

ARK Space & Defense Innovation

[…]

MeasureIDEFARKX

Fee0.55%0.75%

Cost on $10k a year$55$75

Yield0.35%0.00%

5 years, per year[…][…]

3 years, per year[…]+33.1%

Worst drop · 1Y−18.9%−21.8%

Volatility · 1Y23.3%33.6%

4–0measures won
IDEF first

13.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IDEF, ARKX, SMH

Today

13.3%most shared, IDEF and ARKX

IDEFARKXSMH

IDEF—13.3%1.1%

ARKX13.3%—10.5%

SMH1.1%10.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$14most kept, SMH

SMH$21 − $35 = −$14

IDEF$35 − $55 = −$20

ARKX$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee