IDEF vs WDGF

AIDEF

BWDGF

Measures won1–3WDGF wins · of 6 · 5Y

$10,000 · 5Y$17,492CIBR

Lowest cost0.45%WDGF · $45 on $10k

Most income0.43%CIBR · $43 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common54.2%IDEF and WDGF

IDEF

WDGF

iShares Defense Industrials Act · $3.4BWisdomTree Global Defense Fund · $5M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

0.38%12-mo yield$38 · $5 on $10k0.05%

−23.7%Worst dropSmaller wins−21.1%

24.0%VolatilityLower wins23.2%

1–3WDGF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · WDGF

5.2%LMT5.9%

7.4%RTX5.0%

4.4%GD5.2%

3.8%NOC5.3%

Held in common54.2%

End-of-day Nov 5, 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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	−5.0%	−6.8%	−7.8%	new	new	−21.1%	$5M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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

All Four

5Y4 funds

#
1	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	−5.0%	−6.8%	−7.8%	new	new	−21.1%	$5M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

End-of-day Nov 5, 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

Yield0.38%0.05%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−23.7%−21.1%

Volatility · 1Y24.0%23.2%

3–1measures won
WDGF first

54.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IDEF, WDGF, DRAM, CIBR

Today

54.2%most shared, IDEF and WDGF

IDEFWDGFDRAMCIBR

IDEF—54.2%0.3%10.0%

WDGF54.2%—0.0%2.8%

DRAM0.3%0.0%—0.0%

CIBR10.0%2.8%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$15most kept, CIBR

CIBR$43 − $58 = −$15

IDEF$38 − $55 = −$17

WDGF$5 − $45 = −$40

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee