IDEF vs CGIE

AIDEF

BCGIE

Measures won0–4CGIE wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.54%CGIE · $54 on $10k

Most income1.36%CGIE · $136 on $10k

Smallest drop−12.0%CGIE · worst fall in 1Y

Held in common4.6%IDEF and CGIE

IDEF

CGIE

iShares Defense Industrials Act · $3.6BCapital Group International Equity ETF · $2.4B

[…]3 years · per year[…] · $15,696+16.2%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $54 on $10k · lower wins0.54%

0.36%12-mo yield$36 · $136 on $10k1.36%

−19.2%Worst dropSmaller wins−12.0%

23.4%VolatilityLower wins17.3%

0–4CGIE wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsIDEF · CGIE

2.3%RR.L2.2%

0.9%BA.L2.0%

1.4%6503.T0.7%

1.7%RHM.DE0.5%

Held in common4.6%

End-of-day Nov 4, 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	AIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B
2	BCGIE	Capital Group International Equity ETFRead Desk		0.54%	1.36%	+2.5%	+6.6%	+8.8%	+16.2%	new	−12.0%	$2.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B
2	BCGIE	Capital Group International Equity ETFRead Desk		0.54%	1.36%	+2.5%	+6.6%	+8.8%	+16.2%	new	−12.0%	$2.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IDEF vs CGIE

IDEF

iShares Defense Industrials Act

[…]

CGIE

Capital Group International Equity

[…]

MeasureIDEFCGIE

Fee0.55%0.54%

Cost on $10k a year$55$54

Yield0.36%1.36%

5 years, per year[…][…]

3 years, per year[…]+16.2%

Worst drop · 1Y−19.2%−12.0%

Volatility · 1Y23.4%17.3%

4–0measures won
CGIE first

4.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IDEF, CGIE

Today

4.6%most shared, IDEF and CGIE

IDEFCGIE

IDEF—4.6%

CGIE4.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$82most kept, CGIE

CGIE$136 − $54 = $82

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee