IDEF vs VT

AIDEF

BVT

Measures won0–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · EFA $15,113

Lowest cost0.05%VXUS · $5 on $10k

Most income3.21%EFA · $321 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common7.3%IDEF and VT

IDEF

iShares Defense Industrials Act · $3.5BVanguard Total World Stock ETF · $81.8B

[…]3 years · per year[…] · $17,661+20.9%

[…]5 years · per year[…] · $15,957+9.8%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

0.36%12-mo yield$36 · $155 on $10k1.55%

−23.7%Worst dropSmaller wins−9.7%

24.5%VolatilityLower wins14.9%

0–4VT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · VT

1.4%MSFT3.2%

1.0%AMZN2.0%

0.5%AVGO1.4%

2.5%PLTR0.4%

Held in common7.3%

End-of-day Nov 9, 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	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.5%	+18.7%	+8.6%	−11.4%	$75.5B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
4	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.1%	−3.3%	−3.0%	new	new	−23.7%	$3.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.5%	+18.7%	+8.6%	−11.4%	$75.5B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
4	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.1%	−3.3%	−3.0%	new	new	−23.7%	$3.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IDEF vs VT

IDEF

iShares Defense Industrials Act

[…]

Vanguard Total World Stock

$15,957

MeasureIDEFVT

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield0.36%1.55%

5 years, per year[…]+9.8%

3 years, per year[…]+20.9%

Worst drop · 1Y−23.7%−9.7%

Volatility · 1Y24.5%14.9%

4–0measures won
VT first

7.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.6%

+11.1%Year to date+11.6%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IDEF, VT, VXUS, EFA

Today

45.8%most shared, VXUS and EFA

IDEFVTVXUSEFA

IDEF—7.3%2.4%3.5%

VT7.3%—29.9%17.5%

VXUS2.4%29.9%—45.8%

EFA3.5%17.5%45.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$289most kept, EFA

EFA$321 − $32 = $289

VXUS$239 − $5 = $234

VT$155 − $6 = $149

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee