IDEF vs EWY

AIDEF

BEWY

Measures won3–1IDEF wins · of 6 · 5Y

$10,000 · 5Y$19,761EWY · VEA $15,497

Lowest cost0.03%VEA · $3 on $10k

Most income2.44%VEA · $244 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common3.8%IDEF and EWY

IDEF

EWY

iShares Defense Industrials Act · $3.5BiShares MSCI South Korea ETF · $20.1B

[…]3 years · per year[…] · $26,300+38.0%

[…]5 years · per year[…] · $19,761+14.6%

0.55%Expense ratio$55 · $59 on $10k · lower wins0.59%

0.36%12-mo yield$36 · $143 on $10k1.43%

−23.7%Worst dropSmaller wins−39.9%

24.5%VolatilityLower wins60.3%

3–1IDEF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · EWY

1.4%012450.KS1.1%

1.3%047810.KS0.6%

0.4%064350.KS0.4%

1.1%272210.KS0.4%

Held in common3.8%

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	BEWY	iShares MSCI South Korea ETFRead Desk	0.59%	1.43%	+3.7%	+46.2%	+55.4%	+38.0%	+14.6%	−39.9%	$20.1B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
4	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.5B

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	BEWY	iShares MSCI South Korea ETFRead Desk	0.59%	1.43%	+3.7%	+46.2%	+55.4%	+38.0%	+14.6%	−39.9%	$20.1B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
4	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.5B

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 EWY

IDEF

iShares Defense Industrials Act

[…]

EWY

iShares MSCI South Korea

$19,761

MeasureIDEFEWY

Fee0.55%0.59%

Cost on $10k a year$55$59

Yield0.36%1.43%

5 years, per year[…]+14.6%

3 years, per year[…]+38.0%

Worst drop · 1Y−23.7%−39.9%

Volatility · 1Y24.5%60.3%

3–1measures won
IDEF first

3.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IDEF, EWY, VXUS, VEA

Today

65.4%most shared, VXUS and VEA

IDEFEWYVXUSVEA

IDEF—3.8%2.4%3.3%

EWY3.8%—5.6%7.8%

VXUS2.4%5.6%—65.4%

VEA3.3%7.8%65.4%—

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

Income After Fees on $10,000

$241most kept, VEA

VEA$244 − $3 = $241

VXUS$239 − $5 = $234

EWY$143 − $59 = $84

IDEF$36 − $55 = −$19

KeptFee

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