IDEF vs WDEF

AIDEF

BWDEF

Measures won3–1IDEF wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.45%WDEF · $45 on $10k

Most income0.37%IDEF · $37 on $10k

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

Held in common20.9%IDEF and WDEF

IDEF

WDEF

iShares Defense Industrials Act · $3.4BWisdomTree Europe Defense Fund · $82M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $45 on $10k · lower wins0.45%

0.37%12-mo yield$37 · $8 on $10k0.08%

−23.7%Worst dropSmaller wins−23.9%

24.0%VolatilityLower wins30.7%

3–1IDEF wins

$10,000 · 5 yearsAll three, one scale

No price history on file for these funds yet […]

Shared top holdingsIDEF · WDEF

3.9%HO.PA9.8%

2.1%RR.L3.8%

1.7%AIR.PA4.2%

1.7%LDO.MI5.3%

Held in common20.9%

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 Three

5Y3 funds

#								3Y/yr	5Y/yr
1	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B
2	BWDEF	WisdomTree Europe Defense FundRead Desk	0.45%	0.08%	−2.0%	−7.9%	−11.2%	new	new	−23.9%	$82M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

All Three

5Y3 funds

#								3Y/yr	5Y/yr
1	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B
2	BWDEF	WisdomTree Europe Defense FundRead Desk	0.45%	0.08%	−2.0%	−7.9%	−11.2%	new	new	−23.9%	$82M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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 WDEF

IDEF

iShares Defense Industrials Act

[…]

WDEF

WisdomTree Europe Defense Fund

[…]

MeasureIDEFWDEF

Fee0.55%0.45%

Cost on $10k a year$55$45

Yield0.37%0.08%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−23.7%−23.9%

Volatility · 1Y24.0%30.7%

3–1measures won
IDEF first

20.9%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IDEF, WDEF, DRAM

Today

20.9%most shared, IDEF and WDEF

IDEFWDEFDRAM

IDEF—20.9%0.3%

WDEF20.9%—0.0%

DRAM0.3%0.0%—

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

Income After Fees on $10,000

−$18most kept, IDEF

IDEF$37 − $55 = −$18

WDEF$8 − $45 = −$37

DRAM$0 − $65 = −$65

KeptFee

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