IDEF vs IDHQ

AIDEF

BIDHQ

Measures won0–4IDHQ wins · of 6 · 5Y

$10,000 · 5Y$16,307IDHQ

Lowest cost0.29%IDHQ · $29 on $10k

Most income1.93%IDHQ · $193 on $10k

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

Held in common6.4%IDEF and IDHQ

IDEF

IDHQ

iShares Defense Industrials Act · $3.7BInvesco S&P International Developed Quality ETF · $1.2B

[…]3 years · per year[…] · $18,837+23.5%

[…]5 years · per year[…] · $15,929+9.8%

0.55%Expense ratio$55 · $29 on $10k · lower wins0.29%

0.35%12-mo yield$35 · $193 on $10k1.93%

−18.9%Worst dropSmaller wins−13.4%

23.3%VolatilityLower wins20.8%

0–4IDHQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · IDHQ

3.1%RR.L2.4%

1.0%SAF.PA1.9%

0.9%BA.L1.0%

1.0%RHM.DE0.7%

Held in common6.4%

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

All Three

5Y3 funds

#
1	BIDHQ	Invesco S&P International Developed Quality ETFRead Desk	0.29%	1.93%	−0.3%	+27.4%	+30.8%	+23.5%	+9.8%	−13.4%	$1.2B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B
3	CGIE	Capital Group International Equity ETFRead Desk	0.54%	1.40%	−0.6%	+4.1%	+6.4%	+15.8%	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

All Three

5Y3 funds

#
1	BIDHQ	Invesco S&P International Developed Quality ETFRead Desk	0.29%	1.93%	−0.3%	+27.4%	+30.8%	+23.5%	+9.8%	−13.4%	$1.2B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B
3	CGIE	Capital Group International Equity ETFRead Desk	0.54%	1.40%	−0.6%	+4.1%	+6.4%	+15.8%	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 IDHQ

IDEF

iShares Defense Industrials Act

[…]

IDHQ

Invesco S&P International Developed Quality

$15,929

MeasureIDEFIDHQ

Fee0.55%0.29%

Cost on $10k a year$55$29

Yield0.35%1.93%

5 years, per year[…]+9.8%

3 years, per year[…]+23.5%

Worst drop · 1Y−18.9%−13.4%

Volatility · 1Y23.3%20.8%

4–0measures won
IDHQ first

6.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

Overlap: IDEF, IDHQ, CGIE

Today

30.6%most shared, IDHQ and CGIE

IDEFIDHQCGIE

IDEF—6.4%5.3%

IDHQ6.4%—30.6%

CGIE5.3%30.6%—

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

Income After Fees on $10,000

$164most kept, IDHQ

IDHQ$193 − $29 = $164

CGIE$140 − $54 = $86

IDEF$35 − $55 = −$20

KeptFee

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