IDEF vs UFOX

AIDEF

BUFOX

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$20,988UFOX

Lowest cost0.30%UFOX · $30 on $10k

Most income0.50%UFOX · $50 on $10k

Smallest drop−19.2%IDEF · worst fall in 1Y

Held in common6.3%IDEF and UFOX

IDEF

UFOX

iShares Defense Industrials Act · $3.7BDefiance Space and Connective Tech ETF · $770M

[…]3 years · per year[…] · $26,273+38.0%

[…]5 years · per year[…] · $20,988+16.0%

0.55%Expense ratio$55 · $30 on $10k · lower wins0.30%

0.36%12-mo yield$36 · $50 on $10k0.50%

−19.2%Worst dropSmaller wins−29.7%

23.4%VolatilityLower wins33.5%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsIDEF · UFOX

2.8%SPCX5.3%

0.6%RKLB2.1%

0.5%AVGO5.0%

0.4%VSAT1.3%

Held in common6.3%

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

Both

5Y2 funds

#			Trend
1	BUFOX	Defiance Space and Connective Tech ETFRead Desk		0.30%	0.50%	−1.8%	+17.2%	+11.5%	+38.0%	+16.0%	−29.7%	$770M
2	AIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.7B

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

Both

5Y2 funds

#			Trend
1	BUFOX	Defiance Space and Connective Tech ETFRead Desk		0.30%	0.50%	−1.8%	+17.2%	+11.5%	+38.0%	+16.0%	−29.7%	$770M
2	AIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.7B

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 UFOX

IDEF

iShares Defense Industrials Act

[…]

UFOX

Defiance Space and Connective Tech

$20,988

MeasureIDEFUFOX

Fee0.55%0.30%

Cost on $10k a year$55$30

Yield0.36%0.50%

5 years, per year[…]+16.0%

3 years, per year[…]+38.0%

Worst drop · 1Y−19.2%−29.7%

Volatility · 1Y23.4%33.5%

2–2measures won
level

6.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IDEF, UFOX

Today

6.3%most shared, IDEF and UFOX

IDEFUFOX

IDEF—6.3%

UFOX6.3%—

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

Income After Fees on $10,000

$20most kept, UFOX

UFOX$50 − $30 = $20

IDEF$36 − $55 = −$19

KeptFee

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