IDEF vs PAVE

AIDEF

BPAVE

Measures won0–4PAVE wins · of 6 · 5Y

$10,000 · 5Y$19,029PAVE

Lowest cost0.47%PAVE · $47 on $10k

Most income0.85%PAVE · $85 on $10k

Smallest drop−15.3%PAVE · worst fall in 1Y

Held in common3.5%IDEF and PAVE

IDEF

PAVE

iShares Defense Industrials Act · $3.4BGlobal X - U.S. Infrastructure Development ETF · $14.0B

[…]3 years · per year[…] · $17,989+21.6%

[…]5 years · per year[…] · $19,028+13.7%

0.55%Expense ratio$55 · $47 on $10k · lower wins0.47%

0.38%12-mo yield$38 · $85 on $10k0.85%

−23.7%Worst dropSmaller wins−15.3%

24.0%VolatilityLower wins21.5%

0–4PAVE wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDEF · PAVE

0.8%HWM2.4%

0.5%WWD1.2%

0.4%ATI1.5%

0.4%CR0.7%

Held in common3.5%

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

Both

5Y2 funds

#			Trend
1	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk		0.47%	0.85%	−5.9%	+6.3%	+7.4%	+21.6%	+13.7%	−15.3%	$14.0B
2	AIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B

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

Both

5Y2 funds

#			Trend
1	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk		0.47%	0.85%	−5.9%	+6.3%	+7.4%	+21.6%	+13.7%	−15.3%	$14.0B
2	AIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B

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 PAVE

IDEF

iShares Defense Industrials Act

[…]

PAVE

Global X - U.S. Infrastructure Development

$19,028

MeasureIDEFPAVE

Fee0.55%0.47%

Cost on $10k a year$55$47

Yield0.38%0.85%

5 years, per year[…]+13.7%

3 years, per year[…]+21.6%

Worst drop · 1Y−23.7%−15.3%

Volatility · 1Y24.0%21.5%

4–0measures won
PAVE first

3.5%

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, PAVE

Today

3.5%most shared, IDEF and PAVE

IDEFPAVE

IDEF—3.5%

PAVE3.5%—

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

Income After Fees on $10,000

$38most kept, PAVE

PAVE$85 − $47 = $38

IDEF$38 − $55 = −$17

KeptFee

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