SMH vs IDEF

ASMH

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−23.7%IDEF · worst fall in 1Y

Held in common1.0%SMH and IDEF

SMH

IDEF

VanEck Semiconductor ETF · $65.4BiShares Defense Industrials Act · $3.6B

+48.4%3 years · per year$32,662 · […][…]

+27.6%5 years · per year$33,824 · […][…]

0.35%Expense ratio$35 · $55 on $10k · lower wins0.55%

0.25%12-mo yield$25 · $38 on $10k0.38%

−33.1%Worst dropSmaller wins−23.7%

42.8%VolatilityLower wins24.0%

1–3IDEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · IDEF

5.8%AVGO0.5%

5.4%AMD0.3%

2.8%INTC0.1%

3.3%MRVL0.1%

Held in common1.0%

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

Both

5Y2 funds

#			Trend
1	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	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

Both

5Y2 funds

#			Trend
1	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	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

SMH vs IDEF

SMH

VanEck Semiconductor

$33,824

IDEF

iShares Defense Industrials Act

[…]

MeasureSMHIDEF

Fee0.35%0.55%

Cost on $10k a year$35$55

Yield0.25%0.38%

5 years, per year+27.6%[…]

3 years, per year+48.4%[…]

Worst drop · 1Y−33.1%−23.7%

Volatility · 1Y42.8%24.0%

3–1measures won
IDEF first

1.0%

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: SMH, IDEF

Today

1.0%most shared, SMH and IDEF

SMHIDEF

SMH—1.0%

IDEF1.0%—

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

KeptFee

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