IDEF vs SHLD

AIDEF

BSHLD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,242CIBR

Lowest cost0.50%SHLD · $50 on $10k

Most income0.73%SHLD · $73 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common45.6%IDEF and SHLD

IDEF

SHLD

iShares Defense Industrials Act · $3.4BGlobal X - Defense Tech ETF · $6.3B

[…]3 years · per year[…] · $22,922+31.9%

[…]5 years · per year[…]

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

0.37%12-mo yield$37 · $73 on $10k0.73%

−23.7%Worst dropSmaller wins−25.4%

24.0%VolatilityLower wins25.8%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · SHLD

7.5%RTX9.6%

5.2%LMT9.6%

4.5%GD9.2%

4.0%NOC8.4%

Held in common45.6%

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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$6.3B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$6.3B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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 SHLD

IDEF

iShares Defense Industrials Act

[…]

SHLD

Global X - Defense Tech

[…]

MeasureIDEFSHLD

Fee0.55%0.50%

Cost on $10k a year$55$50

Yield0.37%0.73%

5 years, per year[…][…]

3 years, per year[…]+31.9%

Worst drop · 1Y−23.7%−25.4%

Volatility · 1Y24.0%25.8%

2–2measures won
level

45.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IDEF, SHLD, DRAM, CIBR

Today

45.6%most shared, IDEF and SHLD

IDEFSHLDDRAMCIBR

IDEF—45.6%0.3%9.9%

SHLD45.6%—0.0%4.1%

DRAM0.3%0.0%—0.0%

CIBR9.9%4.1%0.0%—

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

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

CIBR$43 − $58 = −$15

IDEF$37 − $55 = −$18

DRAM$0 − $65 = −$65

KeptFee

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