IDEF vs XDEF5YIDEFIDEFAvsBXDEFXDEFiShares Defense Industrials Act · $3.6BXtrackers Europe Defense Technologies ETF · $4MReturns · dividends in[…]3 years · per year[…][…]5 years · per year[…]Cost and income0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%0.36%12-mo yield$36 · $169 on $10k1.69%Risk · 1 year−23.7%
$10,000 in IDEF, XDEF, SOXX5Y$10k startSOXX $28.4kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: IDEF, XDEF, SOXXToday20.9%most shared, IDEF and XDEFIDEFXDEFSOXXIDEF—20.9%1.8%XDEF20.9%—0.0%SOXX1.8%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IDEF vs XDEF5YAIDEFiShares Defense Industrials Act[…]vsXDEFBXtrackers Europe Defense Technologies[…]MeasureIDEFXDEFFee0.55%0.35%Cost on $10k a year$55$35Yield0.36%1.69%5 years, per year[…][…]3 years, per year[…][…]Worst drop · 1Y−23.7%[…]Volatility · 1Y24.5%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SOXXiShares Semiconductor ETFReadDesk0.33%0.27%−0.3%+54.7%+58.0%+43.8%+23.2%−39.5%$44.7B2AIDEFiShares Defense Industrials ActReadDesk0.55%0.36%−2.0%−4.4%−5.0%newnew−23.7%$3.6B3BXDEFXtrackers Europe Defense Technologies ETFReadDesk0.35%1.69%−2.2%newnewnewnew[…]$4MEnd-of-day Nov 12, 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▲▼1SOXXiShares Semiconductor ETFReadDesk0.33%0.27%−0.3%+54.7%+58.0%+43.8%+23.2%−39.5%$44.7B2AIDEFiShares Defense Industrials ActReadDesk0.55%0.36%−2.0%−4.4%−5.0%newnew−23.7%$3.6B3BXDEFXtrackers Europe Defense Technologies ETFReadDesk0.35%1.69%−2.2%newnewnewnew[…]$4MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SOXX vs SMHYTDiSharesSOXXiSA+54.7%vsBVESMHVanEck+39.3%Jan 1Nov 12+54.7%+39.3%+54.7%Year to date+39.3%0.33% · $33Fee · on $10k a year0.35% · $35$44.7BAssets$64.4B2–0SOXX winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: IDEF, XDEF, SOXXToday20.9%most shared, IDEF and XDEFIDEFXDEFSOXXIDEF—20.9%1.8%XDEF20.9%—0.0%SOXX1.8%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$134most kept, XDEFXDEF$169 − $35 = $134SOXX$27 − $33 = −$6IDEF$36 − $55 = −$19KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee