IDEF vs XAR

AIDEF

BXAR

Measures won3–1IDEF wins · of 6 · 5Y

$10,000 · 5Y$19,342XAR

Lowest cost0.35%XAR · $35 on $10k

Most income0.36%IDEF · $36 on $10k

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

Held in common27.8%IDEF and XAR

IDEF

XAR

iShares Defense Industrials Act · $3.6BState Street SPDR S&P Aerospace & Defense ETF · $5.3B

[…]3 years · per year[…] · $20,247+26.5%

[…]5 years · per year[…] · $19,342+14.1%

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

0.36%12-mo yield$36 · $19 on $10k0.19%

−19.2%Worst dropSmaller wins−26.6%

23.4%VolatilityLower wins29.9%

3–1IDEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDEF · XAR

5.4%LMT3.6%

3.9%NOC3.2%

4.4%GD3.2%

7.4%RTX3.1%

Held in common27.8%

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

Both

5Y2 funds

#			Trend
1	BXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk		0.35%	0.19%	−3.6%	−6.4%	−8.8%	+26.5%	+14.1%	−26.6%	$5.3B
2	AIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

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

Both

5Y2 funds

#			Trend
1	BXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk		0.35%	0.19%	−3.6%	−6.4%	−8.8%	+26.5%	+14.1%	−26.6%	$5.3B
2	AIDEF	iShares Defense Industrials ActRead Desk		0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

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 XAR

IDEF

iShares Defense Industrials Act

[…]

XAR

SPDR S&P Aerospace & Defense

$19,342

MeasureIDEFXAR

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.36%0.19%

5 years, per year[…]+14.1%

3 years, per year[…]+26.5%

Worst drop · 1Y−19.2%−26.6%

Volatility · 1Y23.4%29.9%

3–1measures won
IDEF first

27.8%

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, XAR

Today

27.8%most shared, IDEF and XAR

IDEFXAR

IDEF—27.8%

XAR27.8%—

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

Income After Fees on $10,000

−$16most kept, XAR

XAR$19 − $35 = −$16

IDEF$36 − $55 = −$19

KeptFee

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