IDEF vs AV

AIDEF

BAV

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%AV · $35 on $10k

Most income0.38%IDEF · $38 on $10k

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

Held in common28.7%IDEF and AV

IDEF

iShares Defense Industrials Act · $3.6BCorgi Etf Trust I - Corgi Aerospace & Commercial Aviation ETF · $1M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

0.38%12-mo yield$38 · $0 on $10k0.00%

−23.7%Worst dropSmaller wins[…]

24.0%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · AV

7.4%RTX9.8%

5.2%LMT5.4%

4.4%GD5.5%

3.8%NOC4.3%

Held in common28.7%

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%	$65.4B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.6B
3	BAV	Corgi Etf Trust I - Corgi Aerospace & Commercial Aviation ETFRead Desk	0.35%	0.00%	−3.2%	new	new	new	new	[…]	$801K

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%	$65.4B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.6B
3	BAV	Corgi Etf Trust I - Corgi Aerospace & Commercial Aviation ETFRead Desk	0.35%	0.00%	−3.2%	new	new	new	new	[…]	$801K

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

IDEF vs AV

IDEF

iShares Defense Industrials Act

[…]

Corgi Etf Trust I - Corgi Aerospace & Commercial Aviation

[…]

MeasureIDEFAV

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.38%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−23.7%[…]

Volatility · 1Y24.0%[…]

1–1measures won
level

28.7%

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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IDEF, AV, SMH

Today

28.7%most shared, IDEF and AV

IDEFAVSMH

IDEF—28.7%1.0%

AV28.7%—0.0%

SMH1.0%0.0%—

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

AV$0 − $35 = −$35

KeptFee

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