IDEF vs VT5YIDEFIDEFAvsBVTVTiShares Defense Industrials Act · $3.6BVanguard Total World Stock ETF · $81.8BReturns · dividends in[…]3 years · per year[…] · $17,366+20.2%[…]5 years · per year[…] · $15,878+9.7%Cost and income0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%0.35%12-mo yield$35 · $156 on $10k1.56%
$10,000 in IDEF, VT, DRAM5Y$10k startVT $15.9kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: IDEF, VT, DRAMToday7.3%most shared, IDEF and VTIDEFVTDRAMIDEF—7.3%0.2%VT7.3%—3.2%DRAM0.2%3.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
IDEF vs VT5YAIDEFiShares Defense Industrials Act[…]vsVTBVanguard Total World Stock$15,878MeasureIDEFVTFee0.55%0.06%Cost on $10k a year$55$6Yield0.35%1.56%5 years, per year[…]+9.7%3 years, per year[…]+20.2%Worst drop · 1Y−23.7%−9.7%Volatility · 1Y24.5%14.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVanguard Total World Stock ETFReadDesk0.06%1.56%−0.3%+10.8%+13.5%+20.2%+9.7%−9.7%$81.8B2AIDEFiShares Defense Industrials ActReadDesk0.55%0.35%+0.8%−2.7%−2.8%newnew−23.7%$3.6B3DRAMRoundhill Memory ETFReadDesk0.65%0.00%−2.7%newnewnewnew[…]$14.7BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVanguard Total World Stock ETFReadDesk0.06%1.56%−0.3%+10.8%+13.5%+20.2%+9.7%−9.7%$81.8B2AIDEFiShares Defense Industrials ActReadDesk0.55%0.35%+0.8%−2.7%−2.8%newnew−23.7%$3.6B3DRAMRoundhill Memory ETFReadDesk0.65%0.00%−2.7%newnewnewnew[…]$14.7BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: IDEF, VT, DRAMToday7.3%most shared, IDEF and VTIDEFVTDRAMIDEF—7.3%0.2%VT7.3%—3.2%DRAM0.2%3.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$150most kept, VTVT$156 − $6 = $150IDEF$35 − $55 = −$20DRAM$0 − $65 = −$65KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee