IDEF vs FSPC

AIDEF

BFSPC

Measures won2–0IDEF wins · of 6 · 5Y

$10,000 · 5Y$19,175PAVE

Lowest cost0.47%PAVE · $47 on $10k

Most income0.84%PAVE · $84 on $10k

Smallest drop−15.3%PAVE · worst fall in 1Y

Held in common32.1%IDEF and FSPC

IDEF

FSPC

iShares Defense Industrials Act · $3.4BFirst Trust Bloomberg Space Economy ETF · $2M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $65 on $10k · lower wins0.65%

0.37%12-mo yield$37 · $0 on $10k0.00%

−23.7%Worst dropSmaller wins[…]

24.0%VolatilityLower wins[…]

2–0IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · FSPC

4.0%NOC5.7%

5.2%LMT4.0%

3.9%HO.PA5.2%

2.6%SPCX4.0%

Held in common32.1%

End-of-day Nov 6, 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	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B
3	BFSPC	First Trust Bloomberg Space Economy ETFRead Desk	0.65%	0.00%	+2.7%	new	new	new	new	[…]	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B
3	BFSPC	First Trust Bloomberg Space Economy ETFRead Desk	0.65%	0.00%	+2.7%	new	new	new	new	[…]	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IDEF vs FSPC

IDEF

iShares Defense Industrials Act

[…]

FSPC

First Trust Bloomberg Space Economy

[…]

MeasureIDEFFSPC

Fee0.55%0.65%

Cost on $10k a year$55$65

Yield0.37%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−23.7%[…]

Volatility · 1Y24.0%[…]

2–0measures won
IDEF first

32.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IDEF, FSPC, PAVE

Today

32.1%most shared, IDEF and FSPC

IDEFFSPCPAVE

IDEF—32.1%3.5%

FSPC32.1%—0.7%

PAVE3.5%0.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, PAVE

PAVE$84 − $47 = $37

IDEF$37 − $55 = −$18

FSPC$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee