IDEF vs XAR

AIDEF

BXAR

Measures won3–1IDEF wins · of 6 · 5Y

$10,000 · 5Y$19,247XAR

Lowest cost0.35%XAR · $35 on $10k

Most income0.37%IDEF · $37 on $10k

Smallest drop−23.7%IDEF · worst fall in 1Y

Held in common27.6%IDEF and XAR

IDEF

XAR

iShares Defense Industrials Act · $3.4BState Street SPDR S&P Aerospace & Defense ETF · $5.1B

[…]3 years · per year[…] · $19,591+25.1%

[…]5 years · per year[…] · $19,247+14.0%

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

0.37%12-mo yield$37 · $19 on $10k0.19%

−23.7%Worst dropSmaller wins−27.8%

24.0%VolatilityLower wins30.5%

3–1IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · XAR

5.2%LMT3.6%

4.0%NOC3.3%

4.5%GD3.3%

7.5%RTX3.2%

Held in common27.6%

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	BXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.19%	+4.6%	−7.0%	−5.9%	+25.1%	+14.0%	−27.8%	$5.1B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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	BXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.19%	+4.6%	−7.0%	−5.9%	+25.1%	+14.0%	−27.8%	$5.1B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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 XAR

IDEF

iShares Defense Industrials Act

[…]

XAR

SPDR S&P Aerospace & Defense

$19,247

MeasureIDEFXAR

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.37%0.19%

5 years, per year[…]+14.0%

3 years, per year[…]+25.1%

Worst drop · 1Y−23.7%−27.8%

Volatility · 1Y24.0%30.5%

3–1measures won
IDEF first

27.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IDEF, XAR, DRAM

Today

27.6%most shared, IDEF and XAR

IDEFXARDRAM

IDEF—27.6%0.3%

XAR27.6%—0.0%

DRAM0.3%0.0%—

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

Income After Fees on $10,000

−$16most kept, XAR

XAR$19 − $35 = −$16

IDEF$37 − $55 = −$18

DRAM$0 − $65 = −$65

KeptFee

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