IDEF vs XAR

AIDEF

BXAR

Measures won3–1IDEF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · XAR $18,435

Lowest cost0.35%XAR · $35 on $10k

Most income0.38%IDEF · $38 on $10k

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

Held in common27.3%IDEF and XAR

IDEF

XAR

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

[…]3 years · per year[…] · $18,902+23.6%

[…]5 years · per year[…] · $18,435+13.0%

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

0.38%12-mo yield$38 · $20 on $10k0.20%

−23.7%Worst dropSmaller wins−27.8%

24.0%VolatilityLower wins30.2%

3–1IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · XAR

5.2%LMT3.5%

4.4%GD3.2%

3.8%NOC3.1%

7.4%RTX3.1%

Held in common27.3%

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 Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.20%	−5.0%	−11.1%	−11.3%	+23.6%	+13.0%	−27.8%	$5.3B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.6B

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.20%	−5.0%	−11.1%	−11.3%	+23.6%	+13.0%	−27.8%	$5.3B
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.6B

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 XAR

IDEF

iShares Defense Industrials Act

[…]

XAR

SPDR S&P Aerospace & Defense

$18,435

MeasureIDEFXAR

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.38%0.20%

5 years, per year[…]+13.0%

3 years, per year[…]+23.6%

Worst drop · 1Y−23.7%−27.8%

Volatility · 1Y24.0%30.2%

3–1measures won
IDEF first

27.3%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IDEF, XAR, SMH

Today

27.3%most shared, IDEF and XAR

IDEFXARSMH

IDEF—27.3%1.0%

XAR27.3%—0.0%

SMH1.0%0.0%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

XAR$20 − $35 = −$15

IDEF$38 − $55 = −$17

KeptFee

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