MISL vs IDEF

AMISL

BIDEF

Measures won1–3IDEF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.38%IDEF · $38 on $10k

Smallest drop−20.0%MISL · worst fall in 1Y

Held in common39.9%MISL and IDEF

MISL

IDEF

First Trust Indxx Aerospace & Defense ETF · $685MiShares Defense Industrials Act · $3.6B

+23.6%3 years · per year$18,865 · […][…]

[…]5 years · per year[…]

0.60%Expense ratio$60 · $55 on $10k · lower wins0.55%

0.07%12-mo yield$7 · $38 on $10k0.38%

−20.0%Worst dropSmaller wins−23.7%

25.6%VolatilityLower wins24.0%

1–3IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMISL · IDEF

8.6%RTX7.4%

4.7%LMT5.2%

4.5%GD4.4%

4.4%NOC3.8%

Held in common39.9%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AMISL	First Trust Indxx Aerospace & Defense ETFRead Desk	0.60%	0.07%	−4.8%	−3.6%	−3.4%	+23.6%	new	−20.0%	$685M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.6B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AMISL	First Trust Indxx Aerospace & Defense ETFRead Desk	0.60%	0.07%	−4.8%	−3.6%	−3.4%	+23.6%	new	−20.0%	$685M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.6B

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

Cards for this view

MISL vs IDEF

MISL

First Trust Indxx Aerospace & Defense

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureMISLIDEF

Fee0.60%0.55%

Cost on $10k a year$60$55

Yield0.07%0.38%

5 years, per year[…][…]

3 years, per year+23.6%[…]

Worst drop · 1Y−20.0%−23.7%

Volatility · 1Y25.6%24.0%

3–1measures won
IDEF first

39.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MISL, IDEF, SMH

Today

39.9%most shared, MISL and IDEF

MISLIDEFSMH

MISL—39.9%0.0%

IDEF39.9%—1.0%

SMH0.0%1.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IDEF$38 − $55 = −$17

MISL$7 − $60 = −$53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee