IDEF vs PPA

AIDEF

BPPA

Measures won1–3PPA wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · PPA $21,409

Lowest cost0.35%SMH · $35 on $10k

Most income0.44%PPA · $44 on $10k

Smallest drop−18.4%PPA · worst fall in 1Y

Held in common41.6%IDEF and PPA

IDEF

PPA

iShares Defense Industrials Act · $3.4BInvesco Aerospace & Defense ETF · $7.4B

[…]3 years · per year[…] · $18,861+23.6%

[…]5 years · per year[…] · $21,409+16.4%

0.55%Expense ratio$55 · $58 on $10k · lower wins0.58%

0.38%12-mo yield$38 · $44 on $10k0.44%

−23.7%Worst dropSmaller wins−18.4%

24.0%VolatilityLower wins22.1%

1–3PPA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · PPA

7.4%RTX9.5%

5.2%LMT9.2%

4.4%GD5.6%

3.8%NOC5.0%

Held in common41.6%

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 Four

5Y4 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	BPPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.44%	−4.0%	−3.3%	−2.5%	+23.6%	+16.4%	−18.4%	$7.4B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
4	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

All Four

5Y4 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	BPPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.44%	−4.0%	−3.3%	−2.5%	+23.6%	+16.4%	−18.4%	$7.4B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
4	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 PPA

IDEF

iShares Defense Industrials Act

[…]

PPA

Invesco Aerospace & Defense

$21,409

MeasureIDEFPPA

Fee0.55%0.58%

Cost on $10k a year$55$58

Yield0.38%0.44%

5 years, per year[…]+16.4%

3 years, per year[…]+23.6%

Worst drop · 1Y−23.7%−18.4%

Volatility · 1Y24.0%22.1%

2–1measures won
PPA first

41.6%

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, PPA, CIBR, SMH

Today

41.6%most shared, IDEF and PPA

IDEFPPACIBRSMH

IDEF—41.6%10.0%1.0%

PPA41.6%—2.1%0.0%

CIBR10.0%2.1%—5.8%

SMH1.0%0.0%5.8%—

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

PPA$44 − $58 = −$14

CIBR$43 − $58 = −$15

IDEF$38 − $55 = −$17

KeptFee

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