IDEF vs SOXX

AIDEF

BSOXX

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$26,892SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income0.76%SOXX · $76 on $10k

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

Held in common1.5%IDEF and SOXX

IDEF

SOXX

iShares Defense Industrials Act · $3.5BiShares Semiconductor ETF · $39.1B

[…]3 years · per year[…] · $27,604+40.3%

[…]5 years · per year[…] · $26,892+21.9%

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

0.37%12-mo yield$37 · $76 on $10k0.76%

−23.7%Worst dropSmaller wins−39.5%

24.0%VolatilityLower wins49.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · SOXX

0.5%AVGO8.1%

0.3%MTSI1.0%

0.2%AMD8.9%

0.2%CBRS0.6%

Held in common1.5%

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 Three

5Y3 funds

#
1	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.5B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.5B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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 SOXX

IDEF

iShares Defense Industrials Act

[…]

SOXX

iShares Semiconductor

$26,892

MeasureIDEFSOXX

Fee0.55%0.33%

Cost on $10k a year$55$33

Yield0.37%0.76%

5 years, per year[…]+21.9%

3 years, per year[…]+40.3%

Worst drop · 1Y−23.7%−39.5%

Volatility · 1Y24.0%49.4%

2–2measures won
level

1.5%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IDEF, SOXX, DRAM

Today

3.1%most shared, SOXX and DRAM

IDEFSOXXDRAM

IDEF—1.5%0.3%

SOXX1.5%—3.1%

DRAM0.3%3.1%—

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

IDEF$37 − $55 = −$18

DRAM$0 − $65 = −$65

KeptFee

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