IDEF vs SMH5YIDEFIDEFAvsBSMHSMHiShares Defense Industrials Act · $3.7BVanEck Semiconductor ETF · $63.5BReturns · dividends in[…]3 years · per year[…] · $32,788+48.6%[…]5 years · per year[…] · $35,624+28.9%Cost and income0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%0.35%12-mo yield$35 · $23 on $10k0.23%
$10,000 in IDEF, SHLD, SMH5Y$10k startSMH $35.6kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: IDEF, SHLD, SMHToday45.0%most shared, IDEF and SHLDIDEFSHLDSMHIDEF—45.0%1.0%SHLD45.0%—0.0%SMH1.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
IDEF vs SMH5YAIDEFiShares Defense Industrials Act[…]vsSMHBVanEck Semiconductor$35,624MeasureIDEFSMHFee0.55%0.35%Cost on $10k a year$55$35Yield0.35%0.23%5 years, per year[…]+28.9%3 years, per year[…]+48.6%Worst drop · 1Y−23.7%−33.1%Volatility · 1Y24.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSMHVanEck Semiconductor ETFReadDesk0.35%0.23%−0.8%+34.3%+39.4%+48.6%+28.9%−33.1%$63.5B2AIDEFiShares Defense Industrials ActReadDesk0.55%0.35%+0.8%−2.7%−2.8%newnew−23.7%$3.7B3SHLDGlobal X - Defense Tech ETFReadDesk0.50%0.69%+1.0%−4.8%−5.6%+32.9%new−25.4%$6.1BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSMHVanEck Semiconductor ETFReadDesk0.35%0.23%−0.8%+34.3%+39.4%+48.6%+28.9%−33.1%$63.5B2AIDEFiShares Defense Industrials ActReadDesk0.55%0.35%+0.8%−2.7%−2.8%newnew−23.7%$3.7B3SHLDGlobal X - Defense Tech ETFReadDesk0.50%0.69%+1.0%−4.8%−5.6%+32.9%new−25.4%$6.1BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SOXX vs SMHYTDiSharesSOXXiSA+46.3%vsBVESMHVanEck+34.3%Jan 1Nov 10+46.3%+34.3%+46.3%Year to date+34.3%0.33% · $33Fee · on $10k a year0.35% · $35$41.4BAssets$63.5B2–0SOXX winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: IDEF, SHLD, SMHToday45.0%most shared, IDEF and SHLDIDEFSHLDSMHIDEF—45.0%1.0%SHLD45.0%—0.0%SMH1.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$19most kept, SHLDSHLD$69 − $50 = $19SMH$23 − $35 = −$12IDEF$35 − $55 = −$20KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee