SCHD vs IDEF5YSCHDSCHDAvsBIDEFIDEFSchwab U.S. Dividend Equity ETF · $123BiShares Defense Industrials Act · $3.7BReturns · dividends in+19.9%3 years · per year$17,234 · […][…]+10.4%5 years · per year$16,418 · […][…]Cost and income0.06%Expense ratio$6 · $55 on $10k · lower wins0.55%2.93%12-mo yield$293 · $35 on $10k0.35%
Overlap: SCHD, IDEF, SMHToday8.6%most shared, SCHD and SMHSCHDIDEFSMHSCHD—2.9%8.6%IDEF2.9%—1.0%SMH8.6%1.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SCHD vs IDEF5YASCHDSchwab U.S. Dividend Equity$16,418vsIDEFBiShares Defense Industrials Act[…]MeasureSCHDIDEFFee0.06%0.55%Cost on $10k a year$6$55Yield2.93%0.35%5 years, per year+10.4%[…]3 years, per year+19.9%[…]Worst drop · 1Y−6.9%−23.7%Volatility · 1Y11.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SMHVanEck Semiconductor ETFReadDesk0.35%0.22%+4.8%+40.8%+41.7%+50.8%+29.9%−33.1%$63.5B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3BIDEFiShares Defense Industrials ActReadDesk0.55%0.35%+0.3%−2.4%−3.8%newnew−23.7%$3.7BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SMHVanEck Semiconductor ETFReadDesk0.35%0.22%+4.8%+40.8%+41.7%+50.8%+29.9%−33.1%$63.5B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3BIDEFiShares Defense Industrials ActReadDesk0.55%0.35%+0.3%−2.4%−3.8%newnew−23.7%$3.7BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
SOXX vs SMHYTDiSharesSOXXiSA+55.1%vsBVESMHVanEck+40.8%Jan 1Nov 11+55.1%+40.8%+55.1%Year to date+40.8%0.33% · $33Fee · on $10k a year0.35% · $35$43.8BAssets$63.5B2–0SOXX winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: SCHD, IDEF, SMHToday8.6%most shared, SCHD and SMHSCHDIDEFSMHSCHD—2.9%8.6%IDEF2.9%—1.0%SMH8.6%1.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287SMH$22 − $35 = −$13IDEF$35 − $55 = −$20KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee