IDEF vs KDEF

AIDEF

BKDEF

Measures won3–1IDEF wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · IGV $11,584

Lowest cost0.35%SMH · $35 on $10k

Most income9.90%KDEF · $990 on $10k

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

Held in common5.2%IDEF and KDEF

IDEF

KDEF

iShares Defense Industrials Act · $3.6BPLUS Korea Defense Industry Index ETF · $75M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

0.36%12-mo yield$36 · $990 on $10k9.90%

−23.7%Worst dropSmaller wins−56.7%

24.5%VolatilityLower wins56.5%

3–1IDEF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · KDEF

1.4%012450.KS18.9%

1.3%047810.KS6.9%

1.1%272210.KS3.9%

0.4%064350.KS6.4%

Held in common5.2%

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 Four

5Y4 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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.6B
4	BKDEF	PLUS Korea Defense Industry Index ETFRead Desk	0.65%	9.90%	+5.1%	−31.8%	−27.3%	new	new	−56.7%	$75M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.6B
4	BKDEF	PLUS Korea Defense Industry Index ETFRead Desk	0.65%	9.90%	+5.1%	−31.8%	−27.3%	new	new	−56.7%	$75M

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

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

Yield0.36%9.90%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−23.7%−56.7%

Volatility · 1Y24.5%56.5%

3–1measures won
IDEF first

5.2%

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

$37.5BAssets$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%

$122BAssets$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, KDEF, SMH, IGV

Today

8.6%most shared, IDEF and IGV

IDEFKDEFSMHIGV

IDEF—5.2%1.0%8.6%

KDEF5.2%—0.0%0.0%

SMH1.0%0.0%—4.8%

IGV8.6%0.0%4.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$925most kept, KDEF

KDEF$990 − $65 = $925

SMH$23 − $35 = −$12

IDEF$36 − $55 = −$19

IGV$2 − $38 = −$36

KeptFee

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