MARS vs IDEF

AMARS

BIDEF

Measures won0–2IDEF wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.36%IDEF · $36 on $10k

Smallest drop−19.2%IDEF · worst fall in 1Y

Held in common5.0%MARS and IDEF

MARS

IDEF

Roundhill ETF Trust - Roundhill Space & Technology ETF · $38MiShares Defense Industrials Act · $3.6B

[…]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−19.2%

[…]VolatilityLower wins23.4%

0–2IDEF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMARS · IDEF

26.0%SPCX2.8%

8.9%RKLB0.6%

5.7%VSAT0.4%

3.4%PL0.3%

Held in common5.0%

End-of-day Nov 4, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AMARS	Roundhill ETF Trust - Roundhill Space & Technology ETFRead Desk	0.75%	0.00%	−2.9%	new	new	new	new	[…]	$38M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AMARS	Roundhill ETF Trust - Roundhill Space & Technology ETFRead Desk	0.75%	0.00%	−2.9%	new	new	new	new	[…]	$38M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 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[…]−19.2%

Volatility · 1Y[…]23.4%

2–0measures won
IDEF first

5.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: MARS, IDEF, SMH, DRAM

Today

5.0%most shared, MARS and IDEF

MARSIDEFSMHDRAM

MARS—5.0%0.0%0.6%

IDEF5.0%—1.0%0.3%

SMH0.0%1.0%—3.3%

DRAM0.6%0.3%3.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

IDEF$36 − $55 = −$19

DRAM$0 − $65 = −$65

MARS$0 − $75 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee