SHLD vs IDEF

ASHLD

BIDEF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$18,664CIBR

Lowest cost0.50%SHLD · $50 on $10k

Most income0.67%SHLD · $67 on $10k

Smallest drop−18.9%IDEF · worst fall in 1Y

Held in common41.5%SHLD and IDEF

SHLD

IDEF

Global X - Defense Tech ETF · $6.6BiShares Defense Industrials Act · $3.7B

+37.0%3 years · per year$25,691 · […][…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $55 on $10k · lower wins0.55%

0.67%12-mo yield$67 · $35 on $10k0.35%

−25.4%Worst dropSmaller wins−18.9%

25.1%VolatilityLower wins23.3%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHLD · IDEF

9.2%RTX7.3%

9.7%LMT5.4%

8.8%GD4.4%

8.2%NOC4.0%

Held in common41.5%

End-of-day Nov 3, 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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.5%	+36.4%	+26.4%	+31.0%	+13.3%	−21.1%	$16.8B
2	ASHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.67%	−0.3%	−1.9%	−6.6%	+37.0%	new	−25.4%	$6.6B
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B

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

All Three

5Y3 funds

#
1	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.5%	+36.4%	+26.4%	+31.0%	+13.3%	−21.1%	$16.8B
2	ASHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.67%	−0.3%	−1.9%	−6.6%	+37.0%	new	−25.4%	$6.6B
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B

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

Cards for this view

SHLD vs IDEF

SHLD

Global X - Defense Tech

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureSHLDIDEF

Fee0.50%0.55%

Cost on $10k a year$50$55

Yield0.67%0.35%

5 years, per year[…][…]

3 years, per year+37.0%[…]

Worst drop · 1Y−25.4%−18.9%

Volatility · 1Y25.1%23.3%

2–2measures won
level

41.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SHLD, IDEF, CIBR

Today

41.5%most shared, SHLD and IDEF

SHLDIDEFCIBR

SHLD—41.5%3.9%

IDEF41.5%—8.8%

CIBR3.9%8.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$17most kept, SHLD

SHLD$67 − $50 = $17

CIBR$40 − $58 = −$18

IDEF$35 − $55 = −$20

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee