MARS vs IDEF

AMARS

BIDEF

Measures won0–2IDEF wins · of 6 · 5Y

$10,000 · 5Y$11,584IGV

Lowest cost0.38%IGV · $38 on $10k

Most income0.36%IDEF · $36 on $10k

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

Held in common5.1%MARS and IDEF

MARS

IDEF

Roundhill ETF Trust - Roundhill Space & Technology ETF · $38MiShares Defense Industrials Act · $3.5B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.75%Expense ratio$75 · $55 on $10k · lower wins0.55%

0.00%12-mo yield$0 · $36 on $10k0.36%

[…]Worst dropSmaller wins−23.7%

[…]VolatilityLower wins24.5%

0–2IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMARS · IDEF

25.6%SPCX2.8%

9.0%RKLB0.6%

5.0%VSAT0.4%

3.3%PL0.3%

Held in common5.1%

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 Three

5Y3 funds

#
1	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
2	AMARS	Roundhill ETF Trust - Roundhill Space & Technology ETFRead Desk	0.75%	0.00%	+9.1%	new	new	new	new	[…]	$38M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.5B

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

All Three

5Y3 funds

#
1	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
2	AMARS	Roundhill ETF Trust - Roundhill Space & Technology ETFRead Desk	0.75%	0.00%	+9.1%	new	new	new	new	[…]	$38M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.5B

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

MARS vs IDEF

MARS

Roundhill ETF Trust - Roundhill Space & Technology

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureMARSIDEF

Fee0.75%0.55%

Cost on $10k a year$75$55

Yield0.00%0.36%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−23.7%

Volatility · 1Y[…]24.5%

2–0measures won
IDEF first

5.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: MARS, IDEF, IGV

Today

8.6%most shared, IDEF and IGV

MARSIDEFIGV

MARS—5.1%0.0%

IDEF5.1%—8.6%

IGV0.0%8.6%—

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

Income After Fees on $10,000

−$19most kept, IDEF

IDEF$36 − $55 = −$19

IGV$2 − $38 = −$36

MARS$0 − $75 = −$75

KeptFee

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