IDEF vs WDEF5YIDEFIDEFAvsBWDEFWDEFiShares Defense Industrials Act · $3.7BWisdomTree Europe Defense Fund · $76MReturns · dividends in[…]3 years · per year[…][…]5 years · per year[…]Cost and income0.55%Expense ratio$55 · $45 on $10k · lower wins0.45%0.35%12-mo yield$35 · $8 on $10k0.08%Risk · 1 year−23.7%
$10,000 in IDEF, WDEF, SOXX5Y$10k startSOXX $29.4kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: IDEF, WDEF, SOXXToday20.3%most shared, IDEF and WDEFIDEFWDEFSOXXIDEF—20.3%1.6%WDEF20.3%—0.0%SOXX1.6%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
IDEF vs WDEF5YAIDEFiShares Defense Industrials Act[…]vsWDEFBWisdomTree Europe Defense Fund[…]MeasureIDEFWDEFFee0.55%0.45%Cost on $10k a year$55$45Yield0.35%0.08%5 years, per year[…][…]3 years, per year[…][…]Worst drop · 1Y−23.7%−23.9%Volatility · 1Y24.4%
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%+6.0%+55.1%+54.9%+44.2%+24.1%−39.5%$43.8B2AIDEFiShares Defense Industrials ActReadDesk0.55%0.35%+0.3%−2.4%−3.8%newnew−23.7%$3.7B3BWDEFWisdomTree Europe Defense FundReadDesk0.45%0.08%−2.6%−4.6%−9.2%newnew−23.9%$76MEnd-of-day Nov 11, 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%+6.0%+55.1%+54.9%+44.2%+24.1%−39.5%$43.8B2AIDEFiShares Defense Industrials ActReadDesk0.55%0.35%+0.3%−2.4%−3.8%newnew−23.7%$3.7B3BWDEFWisdomTree Europe Defense FundReadDesk0.45%0.08%−2.6%−4.6%−9.2%newnew−23.9%$76MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SOXX vs SMHYTDiSharesSOXXiSA+55.1%vsBVESMHVanEck+40.8%Jan 1Nov 11+55.1%+40.8%+55.1%Year to date+40.8%0.33% · $33Fee · on $10k a year0.35% · $35$43.8BAssets$63.5B2–0SOXX winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: IDEF, WDEF, SOXXToday20.3%most shared, IDEF and WDEFIDEFWDEFSOXXIDEF—20.3%1.6%WDEF20.3%—0.0%SOXX1.6%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$6most kept, SOXXSOXX$27 − $33 = −$6IDEF$35 − $55 = −$20WDEF$8 − $45 = −$37KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee