KDEF vs SMH

AKDEF

BSMH

Measures won1–3SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · CIBR $17,956

Lowest cost0.35%SMH · $35 on $10k

Most income9.90%KDEF · $990 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common0.0%KDEF and SMH

KDEF

SMH

PLUS Korea Defense Industry Index ETF · $79MVanEck Semiconductor ETF · $60.7B

[…]3 years · per year[…] · $33,815+50.1%

[…]5 years · per year[…] · $36,298+29.4%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

9.90%12-mo yield$990 · $23 on $10k0.23%

−56.7%Worst dropSmaller wins−33.1%

56.5%VolatilityLower wins43.1%

1–3SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsKDEF · SMH

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	AKDEF	PLUS Korea Defense Industry Index ETFRead Desk	0.65%	9.90%	+5.1%	−31.8%	−27.3%	new	new	−56.7%	$79M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	AKDEF	PLUS Korea Defense Industry Index ETFRead Desk	0.65%	9.90%	+5.1%	−31.8%	−27.3%	new	new	−56.7%	$79M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KDEF vs SMH

KDEF

PLUS Korea Defense Industry Index

[…]

SMH

VanEck Semiconductor

$36,298

MeasureKDEFSMH

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield9.90%0.23%

5 years, per year[…]+29.4%

3 years, per year[…]+50.1%

Worst drop · 1Y−56.7%−33.1%

Volatility · 1Y56.5%43.1%

3–1measures won
SMH first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: KDEF, SMH, DRAM, CIBR

Today

5.7%most shared, SMH and CIBR

KDEFSMHDRAMCIBR

KDEF—0.0%0.0%0.0%

SMH0.0%—3.1%5.7%

DRAM0.0%3.1%—0.0%

CIBR0.0%5.7%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$925most kept, KDEF

KDEF$990 − $65 = $925

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee