IDEF vs SPYM

AIDEF

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$36,977SMH · SPYM $17,537

Lowest cost0.02%SPYM · $2 on $10k

Most income1.02%SPYM · $102 on $10k

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

Held in common7.6%IDEF and SPYM

iShares Defense Industrials Act · $3.7BState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,134+21.9%

[…]5 years · per year[…] · $17,537+11.9%

0.55%Expense ratio$55 · $2 on $10k · lower wins0.02%

0.35%12-mo yield$35 · $102 on $10k1.02%

Cards for this view

IDEF

iShares Defense Industrials Act

[…]

SPYM

SPDR Portfolio S&P 500

$17,537

MeasureIDEFSPYM

Fee0.55%0.02%

Cost on $10k a year$55$2

Yield0.35%1.02%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−23.7%−8.9%

Volatility · 1Y24.4%13.7%

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	+4.8%	+40.8%	+41.7%	+50.8%	+29.9%	−33.1%	$63.5B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.2B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.3%	−2.4%	−3.8%	new	new	−23.7%	$3.7B

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	+4.8%	+40.8%	+41.7%	+50.8%	+29.9%	−33.1%	$63.5B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.2B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.3%	−2.4%	−3.8%	new	new	−23.7%	$3.7B

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