IDEF vs SPY

AIDEF

BSPY

Measures won0–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPY $18,060

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common7.5%IDEF and SPY

IDEF

SPY

iShares Defense Industrials Act · $3.6BState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.55%Expense ratio$55 · $9 on $10k · lower wins0.09%

0.36%12-mo yield$36 · $99 on $10k0.99%

−19.2%Worst dropSmaller wins−8.9%

23.4%VolatilityLower wins12.9%

0–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · SPY

1.3%MSFT5.9%

0.9%AMZN3.8%

2.7%PLTR0.6%

0.5%AVGO2.4%

Held in common7.5%

End-of-day Nov 4, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IDEF vs SPY

IDEF

iShares Defense Industrials Act

[…]

SPY

SPDR S&P 500

$18,060

MeasureIDEFSPY

Fee0.55%0.09%

Cost on $10k a year$55$9

Yield0.36%0.99%

5 years, per year[…]+12.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−19.2%−8.9%

Volatility · 1Y23.4%12.9%

4–0measures won
SPY first

7.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IDEF, SPY, IVV

Today

99.9%most shared, SPY and IVV

IDEFSPYIVV

IDEF—7.5%7.5%

SPY7.5%—99.9%

IVV7.5%99.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPY$99 − $9 = $90

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee