IDEF vs SOXX

AIDEF

BSOXX

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$26,093SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income0.95%SOXX · $95 on $10k

Smallest drop−23.7%IDEF · worst fall in 1Y

Held in common1.6%IDEF and SOXX

IDEF

SOXX

iShares Defense Industrials Act · $3.6BiShares Semiconductor ETF · $42.6B

[…]3 years · per year[…] · $27,297+39.8%

[…]5 years · per year[…] · $26,093+21.1%

0.55%Expense ratio$55 · $33 on $10k · lower wins0.33%

0.38%12-mo yield$38 · $95 on $10k0.95%

−23.7%Worst dropSmaller wins−39.5%

24.0%VolatilityLower wins49.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsIDEF · SOXX

0.5%AVGO7.9%

0.4%MTSI1.0%

0.3%AMD9.4%

0.2%CBRS0.5%

Held in common1.6%

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
2	AIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.6B

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	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
2	AIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.6B

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 SOXX

IDEF

iShares Defense Industrials Act

[…]

SOXX

iShares Semiconductor

$26,093

MeasureIDEFSOXX

Fee0.55%0.33%

Cost on $10k a year$55$33

Yield0.38%0.95%

5 years, per year[…]+21.1%

3 years, per year[…]+39.8%

Worst drop · 1Y−23.7%−39.5%

Volatility · 1Y24.0%49.4%

2–2measures won
level

1.6%

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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IDEF, SOXX

Today

1.6%most shared, IDEF and SOXX

IDEFSOXX

IDEF—1.6%

SOXX1.6%—

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

Income After Fees on $10,000

$62most kept, SOXX

SOXX$95 − $33 = $62

IDEF$38 − $55 = −$17

KeptFee

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