IDEF vs PPA

AIDEF

BPPA

Measures won1–3PPA wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · PPA $22,273

Lowest cost0.35%SMH · $35 on $10k

Most income0.42%PPA · $42 on $10k

Smallest drop−17.3%PPA · worst fall in 1Y

Held in common42.6%IDEF and PPA

IDEF

PPA

iShares Defense Industrials Act · $3.6BInvesco Aerospace & Defense ETF · $7.7B

[…]3 years · per year[…] · $19,996+26.0%

[…]5 years · per year[…] · $22,273+17.4%

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

0.36%12-mo yield$36 · $42 on $10k0.42%

−19.2%Worst dropSmaller wins−17.3%

23.4%VolatilityLower wins21.8%

1–3PPA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · PPA

7.4%RTX9.4%

5.4%LMT9.6%

4.4%GD5.6%

3.9%NOC5.1%

Held in common42.6%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BPPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.42%	−3.0%	+0.8%	+0.1%	+26.0%	+17.4%	−17.3%	$7.7B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BPPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.42%	−3.0%	+0.8%	+0.1%	+26.0%	+17.4%	−17.3%	$7.7B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

End-of-day Nov 4, 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

$22,273

MeasureIDEFPPA

Fee0.55%0.58%

Cost on $10k a year$55$58

Yield0.36%0.42%

5 years, per year[…]+17.4%

3 years, per year[…]+26.0%

Worst drop · 1Y−19.2%−17.3%

Volatility · 1Y23.4%21.8%

2–1measures won
PPA first

42.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IDEF, PPA, SMH

Today

42.6%most shared, IDEF and PPA

IDEFPPASMH

IDEF—42.6%1.0%

PPA42.6%—0.0%

SMH1.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

PPA$42 − $58 = −$16

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee