IDEF vs ORBX

AIDEF

BORBX

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.38%IDEF · $38 on $10k

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

Held in common4.6%IDEF and ORBX

IDEF

ORBX

iShares Defense Industrials Act · $3.4BGlobal X Space Tech ETF · $34M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $50 on $10k · lower wins0.50%

0.38%12-mo yield$38 · $0 on $10k0.00%

−23.7%Worst dropSmaller wins[…]

24.0%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · ORBX

2.7%SPCX24.5%

0.6%RKLB9.3%

0.4%VSAT5.1%

0.3%PL3.2%

Held in common4.6%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B
3	BORBX	Global X Space Tech ETFRead Desk	0.50%	0.00%	−8.3%	new	new	new	new	[…]	$34M

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B
3	BORBX	Global X Space Tech ETFRead Desk	0.50%	0.00%	−8.3%	new	new	new	new	[…]	$34M

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 ORBX

IDEF

iShares Defense Industrials Act

[…]

ORBX

Global X Space Tech

[…]

MeasureIDEFORBX

Fee0.55%0.50%

Cost on $10k a year$55$50

Yield0.38%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−23.7%[…]

Volatility · 1Y24.0%[…]

1–1measures won
level

4.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

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

Overlap: IDEF, ORBX, SMH

Today

4.6%most shared, IDEF and ORBX

IDEFORBXSMH

IDEF—4.6%1.0%

ORBX4.6%—0.0%

SMH1.0%0.0%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IDEF$38 − $55 = −$17

ORBX$0 − $50 = −$50

KeptFee

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