UFO vs IDEF

AUFO

BIDEF

Measures won1–3IDEF wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · UFO $14,284

Lowest cost0.35%SMH · $35 on $10k

Most income0.39%UFO · $39 on $10k

Smallest drop−19.2%IDEF · worst fall in 1Y

Held in common19.2%UFO and IDEF

UFO

IDEF

Procure Space ETF · $457MiShares Defense Industrials Act · $3.6B

+38.5%3 years · per year$26,574 · […][…]

+7.4%5 years · per year$14,284 · […][…]

0.75%Expense ratio$75 · $55 on $10k · lower wins0.55%

0.39%12-mo yield$39 · $36 on $10k0.36%

−42.0%Worst dropSmaller wins−19.2%

40.9%VolatilityLower wins23.4%

1–3IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUFO · IDEF

3.0%LMT5.4%

15.0%SPCX2.8%

2.7%NOC3.9%

2.6%RTX7.4%

Held in common19.2%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AUFO	Procure Space ETFRead Desk	0.75%	0.39%	−2.9%	+2.1%	+7.4%	+38.5%	+7.4%	−42.0%	$457M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AUFO	Procure Space ETFRead Desk	0.75%	0.39%	−2.9%	+2.1%	+7.4%	+38.5%	+7.4%	−42.0%	$457M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UFO vs IDEF

UFO

Procure Space

$14,284

IDEF

iShares Defense Industrials Act

[…]

MeasureUFOIDEF

Fee0.75%0.55%

Cost on $10k a year$75$55

Yield0.39%0.36%

5 years, per year+7.4%[…]

3 years, per year+38.5%[…]

Worst drop · 1Y−42.0%−19.2%

Volatility · 1Y40.9%23.4%

3–0measures won
IDEF first

19.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: UFO, IDEF, SMH

Today

19.2%most shared, UFO and IDEF

UFOIDEFSMH

UFO—19.2%0.7%

IDEF19.2%—1.0%

SMH0.7%1.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

IDEF$36 − $55 = −$19

UFO$39 − $75 = −$36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee