IDEF vs WDGF

AIDEF

BWDGF

Measures won1–3WDGF wins · of 6 · 5Y

$10,000 · 5Y$26,892SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income0.76%SOXX · $76 on $10k

Smallest drop−21.1%WDGF · worst fall in 1Y

Held in common54.5%IDEF and WDGF

IDEF

WDGF

iShares Defense Industrials Act · $3.5BWisdomTree Global Defense Fund · $5M

[…]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 · $5 on $10k0.05%

−23.7%Worst dropSmaller wins−21.1%

24.0%VolatilityLower wins23.2%

1–3WDGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · WDGF

5.2%LMT5.9%

7.5%RTX5.0%

4.5%GD5.2%

4.0%NOC5.3%

Held in common54.5%

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

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.5B
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+0.4%	−6.4%	−6.5%	new	new	−21.1%	$5M

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

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.5B
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+0.4%	−6.4%	−6.5%	new	new	−21.1%	$5M

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 WDGF

IDEF

iShares Defense Industrials Act

[…]

WDGF

WisdomTree Global Defense Fund

[…]

MeasureIDEFWDGF

Fee0.55%0.45%

Cost on $10k a year$55$45

Yield0.37%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

54.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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

Overlap: IDEF, WDGF, SOXX

Today

54.5%most shared, IDEF and WDGF

IDEFWDGFSOXX

IDEF—54.5%1.5%

WDGF54.5%—0.0%

SOXX1.5%0.0%—

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

IDEF$37 − $55 = −$18

WDGF$5 − $45 = −$40

KeptFee

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