IDEF vs KDEF

AIDEF

BKDEF

Measures won3–1IDEF wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.55%IDEF · $55 on $10k

Most income10.40%KDEF · $1,040 on $10k

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

Held in common5.4%IDEF and KDEF

IDEF

KDEF

iShares Defense Industrials Act · $3.5BPLUS Korea Defense Industry Index ETF · $79M

[…]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 · $1,040 on $10k10.40%

−23.7%Worst dropSmaller wins−56.7%

24.0%VolatilityLower wins56.4%

3–1IDEF wins

$10,000 · 5 yearsAll three, one scale

No price history on file for these funds yet […]

Shared top holdingsIDEF · KDEF

1.5%012450.KS18.7%

1.2%047810.KS6.8%

1.2%272210.KS4.0%

0.4%064350.KS6.5%

Held in common5.4%

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

#								3Y/yr	5Y/yr
1	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.5B
2	BKDEF	PLUS Korea Defense Industry Index ETFRead Desk	0.65%	10.40%	+0.8%	−35.1%	−32.9%	new	new	−56.7%	$79M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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

#								3Y/yr	5Y/yr
1	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.5B
2	BKDEF	PLUS Korea Defense Industry Index ETFRead Desk	0.65%	10.40%	+0.8%	−35.1%	−32.9%	new	new	−56.7%	$79M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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 KDEF

IDEF

iShares Defense Industrials Act

[…]

KDEF

PLUS Korea Defense Industry Index

[…]

MeasureIDEFKDEF

Fee0.55%0.65%

Cost on $10k a year$55$65

Yield0.37%10.40%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−23.7%−56.7%

Volatility · 1Y24.0%56.4%

3–1measures won
IDEF first

5.4%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IDEF, KDEF, DRAM

Today

5.4%most shared, IDEF and KDEF

IDEFKDEFDRAM

IDEF—5.4%0.3%

KDEF5.4%—0.0%

DRAM0.3%0.0%—

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

Income After Fees on $10,000

$975most kept, KDEF

KDEF$1,040 − $65 = $975

IDEF$37 − $55 = −$18

DRAM$0 − $65 = −$65

KeptFee

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