KDEF vs PPA

AKDEF

BPPA

Measures won1–3PPA wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · PPA $21,600

Lowest cost0.35%SMH · $35 on $10k

Most income10.40%KDEF · $1,040 on $10k

Smallest drop−18.4%PPA · worst fall in 1Y

Held in common0.0%KDEF and PPA

KDEF

PPA

PLUS Korea Defense Industry Index ETF · $79MInvesco Aerospace & Defense ETF · $7.4B

[…]3 years · per year[…] · $19,051+24.0%

[…]5 years · per year[…] · $21,600+16.7%

0.65%Expense ratio$65 · $58 on $10k · lower wins0.58%

10.40%12-mo yield$1,040 · $43 on $10k0.43%

−56.7%Worst dropSmaller wins−18.4%

56.4%VolatilityLower wins22.2%

1–3PPA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKDEF · PPA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BPPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.43%	+1.5%	−1.8%	−0.1%	+24.0%	+16.7%	−18.4%	$7.4B
3	AKDEF	PLUS Korea Defense Industry Index ETFRead Desk	0.65%	10.40%	+0.8%	−35.1%	−32.9%	new	new	−56.7%	$79M

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BPPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.43%	+1.5%	−1.8%	−0.1%	+24.0%	+16.7%	−18.4%	$7.4B
3	AKDEF	PLUS Korea Defense Industry Index ETFRead Desk	0.65%	10.40%	+0.8%	−35.1%	−32.9%	new	new	−56.7%	$79M

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

KDEF vs PPA

KDEF

PLUS Korea Defense Industry Index

[…]

PPA

Invesco Aerospace & Defense

$21,600

MeasureKDEFPPA

Fee0.65%0.58%

Cost on $10k a year$65$58

Yield10.40%0.43%

5 years, per year[…]+16.7%

3 years, per year[…]+24.0%

Worst drop · 1Y−56.7%−18.4%

Volatility · 1Y56.4%22.2%

3–1measures won
PPA first

0.0%

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: KDEF, PPA, SMH

Today

0.0%most shared, KDEF and PPA

KDEFPPASMH

KDEF—0.0%0.0%

PPA0.0%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$975most kept, KDEF

KDEF$1,040 − $65 = $975

SMH$24 − $35 = −$11

PPA$43 − $58 = −$15

KeptFee

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