KDEF vs SMH

AKDEF

BSMH

Measures won1–3SMH wins · of 6 · 5Y

$10,000 · 5Y$35,624SMH · IGV $11,430

Lowest cost0.35%SMH · $35 on $10k

Most income10.01%KDEF · $1,001 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common0.0%KDEF and SMH

KDEF

SMH

PLUS Korea Defense Industry Index ETF · $75MVanEck Semiconductor ETF · $60.7B

[…]3 years · per year[…] · $32,788+48.6%

[…]5 years · per year[…] · $35,624+28.9%

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

10.01%12-mo yield$1,001 · $23 on $10k0.23%

−56.7%Worst dropSmaller wins−33.1%

56.4%VolatilityLower wins43.1%

1–3SMH wins

$10,000 · 5 yearsAll three, 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 10, 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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	−0.8%	+34.3%	+39.4%	+48.6%	+28.9%	−33.1%	$60.7B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−1.1%	−5.1%	−8.3%	+12.8%	+2.7%	−33.2%	$12.8B
3	AKDEF	PLUS Korea Defense Industry Index ETFRead Desk	0.65%	10.01%	−1.2%	−32.6%	−25.1%	new	new	−56.7%	$75M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	−0.8%	+34.3%	+39.4%	+48.6%	+28.9%	−33.1%	$60.7B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−1.1%	−5.1%	−8.3%	+12.8%	+2.7%	−33.2%	$12.8B
3	AKDEF	PLUS Korea Defense Industry Index ETFRead Desk	0.65%	10.01%	−1.2%	−32.6%	−25.1%	new	new	−56.7%	$75M

End-of-day Nov 10, 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

$35,624

MeasureKDEFSMH

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield10.01%0.23%

5 years, per year[…]+28.9%

3 years, per year[…]+48.6%

Worst drop · 1Y−56.7%−33.1%

Volatility · 1Y56.4%43.1%

3–1measures won
SMH first

0.0%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

+46.3%Year to date+34.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Overlap: KDEF, SMH, IGV

Today

4.8%most shared, SMH and IGV

KDEFSMHIGV

KDEF—0.0%0.0%

SMH0.0%—4.8%

IGV0.0%4.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$936most kept, KDEF

KDEF$1,001 − $65 = $936

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee