IDEF vs WDGF

AIDEF

BWDGF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$18,857CIBR

Lowest cost0.45%WDGF · $45 on $10k

Most income0.40%CIBR · $40 on $10k

Smallest drop−19.2%IDEF · worst fall in 1Y

Held in common54.3%IDEF and WDGF

IDEF

WDGF

iShares Defense Industrials Act · $3.6BWisdomTree Global Defense Fund · $5M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

0.36%12-mo yield$36 · $5 on $10k0.05%

−19.2%Worst dropSmaller wins−19.9%

23.4%VolatilityLower wins22.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · WDGF

5.4%LMT5.9%

7.4%RTX5.0%

4.4%GD5.2%

3.9%NOC5.3%

Held in common54.3%

End-of-day Nov 4, 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

#
1	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	−2.5%	−1.9%	−4.8%	new	new	−19.9%	$5M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	−2.5%	−1.9%	−4.8%	new	new	−19.9%	$5M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IDEF vs WDGF

IDEF

iShares Defense Industrials Act

[…]

WDGF

WisdomTree Global Defense Fund

[…]

MeasureIDEFWDGF

Fee0.55%0.45%

Cost on $10k a year$55$45

Yield0.36%0.05%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−19.2%−19.9%

Volatility · 1Y23.4%22.7%

2–2measures won
level

54.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IDEF, WDGF, CIBR

Today

54.3%most shared, IDEF and WDGF

IDEFWDGFCIBR

IDEF—54.3%9.9%

WDGF54.3%—2.9%

CIBR9.9%2.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$18most kept, CIBR

CIBR$40 − $58 = −$18

IDEF$36 − $55 = −$19

WDGF$5 − $45 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee