IDEF vs DGRO

AIDEF

BDGRO

Measures won0–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · DGRO $16,941

Lowest cost0.08%DGRO · $8 on $10k

Most income1.86%DGRO · $186 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common4.9%IDEF and DGRO

IDEF

DGRO

iShares Defense Industrials Act · $3.6BiShares Core Dividend Growth ETF · $46.1B

[…]3 years · per year[…] · $17,770+21.1%

[…]5 years · per year[…] · $16,941+11.1%

0.55%Expense ratio$55 · $8 on $10k · lower wins0.08%

0.38%12-mo yield$38 · $186 on $10k1.86%

−23.7%Worst dropSmaller wins−6.5%

24.0%VolatilityLower wins10.2%

0–4DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · DGRO

1.4%MSFT3.2%

7.4%RTX0.8%

5.2%LMT0.7%

0.5%AVGO2.4%

Held in common4.9%

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	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.6B

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	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.6B

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 DGRO

IDEF

iShares Defense Industrials Act

[…]

DGRO

iShares Core Dividend Growth

$16,941

MeasureIDEFDGRO

Fee0.55%0.08%

Cost on $10k a year$55$8

Yield0.38%1.86%

5 years, per year[…]+11.1%

3 years, per year[…]+21.1%

Worst drop · 1Y−23.7%−6.5%

Volatility · 1Y24.0%10.2%

4–0measures won
DGRO first

4.9%

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: IDEF, DGRO, SMH

Today

5.0%most shared, DGRO and SMH

IDEFDGROSMH

IDEF—4.9%1.0%

DGRO4.9%—5.0%

SMH1.0%5.0%—

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

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

SMH$25 − $35 = −$10

IDEF$38 − $55 = −$17

KeptFee

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