FSPC vs IDEF

AFSPC

BIDEF

Measures won0–2IDEF wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.36%IDEF · $36 on $10k

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

Held in common32.1%FSPC and IDEF

FSPC

IDEF

First Trust Bloomberg Space Economy ETF · $2MiShares Defense Industrials Act · $3.5B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.65%Expense ratio$65 · $55 on $10k · lower wins0.55%

0.00%12-mo yield$0 · $36 on $10k0.36%

[…]Worst dropSmaller wins−23.7%

[…]VolatilityLower wins24.5%

0–2IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSPC · IDEF

5.6%NOC4.0%

5.0%HO.PA3.8%

3.8%LMT5.2%

4.3%SPCX2.8%

Held in common32.1%

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 Three

5Y3 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	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.5B
3	AFSPC	First Trust Bloomberg Space Economy ETFRead Desk	0.65%	0.00%	+6.5%	new	new	new	new	[…]	$2M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.5B
3	AFSPC	First Trust Bloomberg Space Economy ETFRead Desk	0.65%	0.00%	+6.5%	new	new	new	new	[…]	$2M

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

FSPC vs IDEF

FSPC

First Trust Bloomberg Space Economy

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureFSPCIDEF

Fee0.65%0.55%

Cost on $10k a year$65$55

Yield0.00%0.36%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−23.7%

Volatility · 1Y[…]24.5%

2–0measures won
IDEF first

32.1%

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

$39.1BAssets$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%

$120BAssets$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, FSPC, SMH

Today

32.1%most shared, IDEF and FSPC

IDEFFSPCSMH

IDEF—32.1%1.0%

FSPC32.1%—0.0%

SMH1.0%0.0%—

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

FSPC$0 − $65 = −$65

KeptFee

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