IDEF vs IGV

AIDEF

BIGV

Measures won3–1IDEF wins · of 6 · 5Y

$10,000 · 5Y$11,367IGV

Lowest cost0.38%IGV · $38 on $10k

Most income0.38%IDEF · $38 on $10k

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

Held in common9.0%IDEF and IGV

IDEF

IGV

iShares Defense Industrials Act · $3.4BiShares Expanded Tech-Software Sector ETF · $12.4B

[…]3 years · per year[…] · $14,673+13.6%

[…]5 years · per year[…] · $11,367+2.6%

0.55%Expense ratio$55 · $38 on $10k · lower wins0.38%

0.38%12-mo yield$38 · $2 on $10k0.02%

−23.7%Worst dropSmaller wins−33.3%

24.0%VolatilityLower wins32.9%

3–1IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · IGV

2.7%PLTR8.4%

1.8%PANW8.6%

1.6%CRWD8.2%

1.4%MSFT9.4%

Held in common9.0%

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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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 IGV

IDEF

iShares Defense Industrials Act

[…]

IGV

iShares Expanded Tech-Software Sector

$11,367

MeasureIDEFIGV

Fee0.55%0.38%

Cost on $10k a year$55$38

Yield0.38%0.02%

5 years, per year[…]+2.6%

3 years, per year[…]+13.6%

Worst drop · 1Y−23.7%−33.3%

Volatility · 1Y24.0%32.9%

3–1measures won
IDEF first

9.0%

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IDEF, IGV, DRAM

Today

9.0%most shared, IDEF and IGV

IDEFIGVDRAM

IDEF—9.0%0.3%

IGV9.0%—0.0%

DRAM0.3%0.0%—

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

Income After Fees on $10,000

−$17most kept, IDEF

IDEF$38 − $55 = −$17

IGV$2 − $38 = −$36

DRAM$0 − $65 = −$65

KeptFee

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