IDEF vs MARS

AIDEF

BMARS

Measures won2–0IDEF wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IGV $11,265

Lowest cost0.35%SMH · $35 on $10k

Most income0.37%IDEF · $37 on $10k

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

Held in common4.6%IDEF and MARS

IDEF

MARS

iShares Defense Industrials Act · $3.4BRoundhill ETF Trust - Roundhill Space & Technology ETF · $36M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $75 on $10k · lower wins0.75%

0.37%12-mo yield$37 · $0 on $10k0.00%

−23.7%Worst dropSmaller wins[…]

24.0%VolatilityLower wins[…]

2–0IDEF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · MARS

2.6%SPCX25.2%

0.5%RKLB8.4%

0.4%VSAT5.0%

0.3%PL3.2%

Held in common4.6%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B
4	BMARS	Roundhill ETF Trust - Roundhill Space & Technology ETFRead Desk	0.75%	0.00%	+8.7%	new	new	new	new	[…]	$36M

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B
4	BMARS	Roundhill ETF Trust - Roundhill Space & Technology ETFRead Desk	0.75%	0.00%	+8.7%	new	new	new	new	[…]	$36M

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 MARS

IDEF

iShares Defense Industrials Act

[…]

MARS

Roundhill ETF Trust - Roundhill Space & Technology

[…]

MeasureIDEFMARS

Fee0.55%0.75%

Cost on $10k a year$55$75

Yield0.37%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−23.7%[…]

Volatility · 1Y24.0%[…]

2–0measures won
IDEF first

4.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IDEF, MARS, SMH, IGV

Today

8.6%most shared, IDEF and IGV

IDEFMARSSMHIGV

IDEF—4.6%0.9%8.6%

MARS4.6%—0.0%0.0%

SMH0.9%0.0%—4.9%

IGV8.6%0.0%4.9%—

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

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

IDEF$37 − $55 = −$18

IGV$2 − $38 = −$36

MARS$0 − $75 = −$75

KeptFee

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