IDEF vs UFOX

AIDEF

BUFOX

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · UFOX $19,073

Lowest cost0.30%UFOX · $30 on $10k

Most income0.54%UFOX · $54 on $10k

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

Held in common6.2%IDEF and UFOX

IDEF

UFOX

iShares Defense Industrials Act · $3.4BDefiance Space and Connective Tech ETF · $769M

[…]3 years · per year[…] · $23,814+33.5%

[…]5 years · per year[…] · $19,073+13.8%

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

0.38%12-mo yield$38 · $54 on $10k0.54%

−23.7%Worst dropSmaller wins−35.5%

24.0%VolatilityLower wins34.4%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · UFOX

2.7%SPCX5.2%

0.6%RKLB2.1%

0.5%AVGO5.0%

0.4%VSAT1.2%

Held in common6.2%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.54%	−8.2%	+7.6%	+5.8%	+33.5%	+13.8%	−35.5%	$769M
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.54%	−8.2%	+7.6%	+5.8%	+33.5%	+13.8%	−35.5%	$769M
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

End-of-day Nov 5, 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

$19,073

MeasureIDEFUFOX

Fee0.55%0.30%

Cost on $10k a year$55$30

Yield0.38%0.54%

5 years, per year[…]+13.8%

3 years, per year[…]+33.5%

Worst drop · 1Y−23.7%−35.5%

Volatility · 1Y24.0%34.4%

2–2measures won
level

6.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IDEF, UFOX, SMH, DRAM

Today

14.8%most shared, UFOX and SMH

IDEFUFOXSMHDRAM

IDEF—6.2%1.0%0.3%

UFOX6.2%—14.8%0.0%

SMH1.0%14.8%—3.2%

DRAM0.3%0.0%3.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$24most kept, UFOX

UFOX$54 − $30 = $24

SMH$25 − $35 = −$10

IDEF$38 − $55 = −$17

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee