IDEF vs WDGF5YIDEFIDEFAvsBWDGFWDGFiShares Defense Industrials Act · $3.7BWisdomTree Global Defense Fund · $5MReturns · 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 · $5 on $10k0.05%Risk · 1 year−23.7%
$10,000 in IDEF, WDGF, PAVE5Y$10k startPAVE $19.7kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: IDEF, WDGF, PAVEToday54.6%most shared, IDEF and WDGFIDEFWDGFPAVEIDEF—54.6%3.6%WDGF54.6%—1.0%PAVE3.6%1.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
IDEF vs WDGF5YAIDEFiShares Defense Industrials Act[…]vsWDGFBWisdomTree Global Defense Fund[…]MeasureIDEFWDGFFee0.55%0.45%Cost on $10k a year$55$45Yield0.35%0.05%5 years, per year[…][…]3 years, per year[…][…]Worst drop · 1Y−23.7%−21.1%Volatility · 1Y24.5%23.6%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1PAVEGlobal X - U.S. Infrastructure Development ETFReadDesk0.47%0.81%−0.1%+11.7%+12.5%+21.8%+14.5%−15.3%$13.5B2AIDEFiShares Defense Industrials ActReadDesk0.55%0.35%+0.8%−2.7%−2.8%newnew−23.7%$3.7B3BWDGFWisdomTree Global Defense FundReadDesk0.45%0.05%+1.0%−1.1%−0.2%newnew−21.1%$5MEnd-of-day Nov 10, 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▲▼1PAVEGlobal X - U.S. Infrastructure Development ETFReadDesk0.47%0.81%−0.1%+11.7%+12.5%+21.8%+14.5%−15.3%$13.5B2AIDEFiShares Defense Industrials ActReadDesk0.55%0.35%+0.8%−2.7%−2.8%newnew−23.7%$3.7B3BWDGFWisdomTree Global Defense FundReadDesk0.45%0.05%+1.0%−1.1%−0.2%newnew−21.1%$5MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: IDEF, WDGF, PAVEToday54.6%most shared, IDEF and WDGFIDEFWDGFPAVEIDEF—54.6%3.6%WDGF54.6%—1.0%PAVE3.6%1.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$34most kept, PAVEPAVE$81 − $47 = $34IDEF$35 − $55 = −$20WDGF$5 − $45 = −$40KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee