IDEF vs WDAF5YIDEFIDEFAvsBWDAFWDAFiShares Defense Industrials Act · $3.7BWisdomTree Asia Defense Fund · $7MReturns · dividends in[…]3 years · per year[…][…]5 years · per year[…]Cost and income0.55%Expense ratio$55 · $45 on $10k · lower wins0.45%0.36%12-mo yield$36 · $15 on $10k0.15%Risk · 1 year−23.7%
$10,000 in IDEF, WDAF, SOXX5Y$10k startSOXX $28.4kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: IDEF, WDAF, SOXXToday9.1%most shared, IDEF and WDAFIDEFWDAFSOXXIDEF—9.1%1.8%WDAF9.1%—0.0%SOXX1.8%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IDEF vs WDAF5YAIDEFiShares Defense Industrials Act[…]vsWDAFBWisdomTree Asia Defense Fund[…]MeasureIDEFWDAFFee0.55%0.45%Cost on $10k a year$55$45Yield0.36%0.15%5 years, per year[…][…]3 years, per year[…][…]Worst drop · 1Y−23.7%−36.9%Volatility · 1Y24.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SOXXiShares Semiconductor ETFReadDesk0.33%0.27%−0.3%+54.7%+58.0%+43.8%+23.2%−39.5%$43.8B2AIDEFiShares Defense Industrials ActReadDesk0.55%0.36%−2.0%−4.4%−5.0%newnew−23.7%$3.7B3BWDAFWisdomTree Asia Defense FundReadDesk0.45%0.15%−1.0%−12.5%−16.0%newnew−36.9%$7MEnd-of-day Nov 12, 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▲▼1SOXXiShares Semiconductor ETFReadDesk0.33%0.27%−0.3%+54.7%+58.0%+43.8%+23.2%−39.5%$43.8B2AIDEFiShares Defense Industrials ActReadDesk0.55%0.36%−2.0%−4.4%−5.0%newnew−23.7%$3.7B3BWDAFWisdomTree Asia Defense FundReadDesk0.45%0.15%−1.0%−12.5%−16.0%newnew−36.9%$7MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SOXX vs SMHYTDiSharesSOXXiSA+54.7%vsBVESMHVanEck+39.3%Jan 1Nov 12+54.7%+39.3%+54.7%Year to date+39.3%0.33% · $33Fee · on $10k a year0.35% · $35$43.8BAssets$63.5B2–0SOXX winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: IDEF, WDAF, SOXXToday9.1%most shared, IDEF and WDAFIDEFWDAFSOXXIDEF—9.1%1.8%WDAF9.1%—0.0%SOXX1.8%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$6most kept, SOXXSOXX$27 − $33 = −$6IDEF$36 − $55 = −$19WDAF$15 − $45 = −$30KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee