IDEF vs VYM

AIDEF

BVYM

Measures won0–4VYM wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common3.3%IDEF and VYM

IDEF

VYM

iShares Defense Industrials Act · $3.4BVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

0.55%Expense ratio$55 · $4 on $10k · lower wins0.04%

0.37%12-mo yield$37 · $231 on $10k2.31%

−23.7%Worst dropSmaller wins−6.7%

24.0%VolatilityLower wins10.6%

0–4VYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · VYM

7.5%RTX1.1%

0.5%AVGO6.9%

5.2%LMT0.4%

4.5%GD0.4%

Held in common3.3%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
4	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
4	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IDEF vs VYM

IDEF

iShares Defense Industrials Act

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureIDEFVYM

Fee0.55%0.04%

Cost on $10k a year$55$4

Yield0.37%2.31%

5 years, per year[…]+11.1%

3 years, per year[…]+19.6%

Worst drop · 1Y−23.7%−6.7%

Volatility · 1Y24.0%10.6%

4–0measures won
VYM first

3.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IDEF, VYM, SMH, SCHD

Today

21.9%most shared, VYM and SCHD

IDEFVYMSMHSCHD

IDEF—3.3%0.9%2.8%

VYM3.3%—9.0%21.9%

SMH0.9%9.0%—7.9%

SCHD2.8%21.9%7.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

SMH$24 − $35 = −$11

IDEF$37 − $55 = −$18

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee