IDEF vs SOXX

AIDEF

BSOXX

Measures won3–1IDEF wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.33%SOXX · $33 on $10k

Most income0.36%IDEF · $36 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 · $37.5B

[…]3 years · per year[…] · $29,015+42.6%

[…]5 years · per year[…] · $28,442+23.3%

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

0.36%12-mo yield$36 · $28 on $10k0.28%

−23.7%Worst dropSmaller wins−39.5%

24.5%VolatilityLower wins49.8%

3–1IDEF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · SOXX

0.5%AVGO7.9%

0.4%MTSI1.0%

0.3%AMD9.5%

0.2%CBRS0.6%

Held in common1.6%

End-of-day Nov 9, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.6B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.6B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 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

$28,442

MeasureIDEFSOXX

Fee0.55%0.33%

Cost on $10k a year$55$33

Yield0.36%0.28%

5 years, per year[…]+23.3%

3 years, per year[…]+42.6%

Worst drop · 1Y−23.7%−39.5%

Volatility · 1Y24.5%49.8%

3–1measures won
IDEF first

1.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IDEF, SOXX, DRAM, SMH

Today

69.6%most shared, SOXX and SMH

IDEFSOXXDRAMSMH

IDEF—1.6%0.2%1.0%

SOXX1.6%—3.1%69.6%

DRAM0.2%3.1%—3.1%

SMH1.0%69.6%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$5most kept, SOXX

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

IDEF$36 − $55 = −$19

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee