SHLD vs IDEF

ASHLD

BIDEF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$34,950SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.73%SHLD · $73 on $10k

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

Held in common45.6%SHLD and IDEF

SHLD

IDEF

Global X - Defense Tech ETF · $6.3BiShares Defense Industrials Act · $3.4B

+31.9%3 years · per year$22,922 · […][…]

[…]5 years · per year[…]

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

0.73%12-mo yield$73 · $37 on $10k0.37%

−25.4%Worst dropSmaller wins−23.7%

25.8%VolatilityLower wins24.0%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHLD · IDEF

9.6%RTX7.5%

9.6%LMT5.2%

9.2%GD4.5%

8.4%NOC4.0%

Held in common45.6%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	ASHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$6.3B
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	ASHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$6.3B
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B

End-of-day Nov 6, 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

Yield0.73%0.37%

5 years, per year[…][…]

3 years, per year+31.9%[…]

Worst drop · 1Y−25.4%−23.7%

Volatility · 1Y25.8%24.0%

2–2measures won
level

45.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SHLD, IDEF, SMH

Today

45.6%most shared, SHLD and IDEF

SHLDIDEFSMH

SHLD—45.6%0.0%

IDEF45.6%—0.9%

SMH0.0%0.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

SMH$24 − $35 = −$11

IDEF$37 − $55 = −$18

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee