IDEF vs AV

AIDEF

BAV

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$36,298SMH

Lowest cost0.35%AV · $35 on $10k

Most income0.36%IDEF · $36 on $10k

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

Held in common29.1%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%

0.36%12-mo yield$36 · $0 on $10k0.00%

−23.7%Worst dropSmaller wins[…]

24.5%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · AV

7.4%RTX9.6%

5.2%LMT5.2%

4.4%GD5.4%

4.0%NOC4.4%

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	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.6B
3	BAV	Corgi Etf Trust I - Corgi Aerospace & Commercial Aviation ETFRead Desk	0.35%	0.00%	+3.8%	new	new	new	new	[…]	$811K
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.6B
3	BAV	Corgi Etf Trust I - Corgi Aerospace & Commercial Aviation ETFRead Desk	0.35%	0.00%	+3.8%	new	new	new	new	[…]	$811K
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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

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

Yield0.36%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−23.7%[…]

Volatility · 1Y24.5%[…]

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: IDEF, AV, SMH, DRAM

Today

29.1%most shared, IDEF and AV

IDEFAVSMHDRAM

IDEF—29.1%1.0%0.2%

AV29.1%—0.0%0.0%

SMH1.0%0.0%—3.1%

DRAM0.2%0.0%3.1%—

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

Income After Fees on $10,000

−$12most kept, SMH

SMH$23 − $35 = −$12

IDEF$36 − $55 = −$19

AV$0 − $35 = −$35

DRAM$0 − $65 = −$65

KeptFee

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