IDEF vs SMH

AIDEF

BSMH

Measures won3–1IDEF wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · UFOX $20,988

Lowest cost0.30%UFOX · $30 on $10k

Most income0.50%UFOX · $50 on $10k

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

Held in common1.0%IDEF and SMH

IDEF

SMH

iShares Defense Industrials Act · $3.6BVanEck Semiconductor ETF · $65.4B

[…]3 years · per year[…] · $37,049+54.7%

[…]5 years · per year[…] · $38,820+31.2%

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

0.36%12-mo yield$36 · $22 on $10k0.22%

−19.2%Worst dropSmaller wins−24.6%

23.4%VolatilityLower wins41.2%

3–1IDEF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · SMH

0.5%AVGO5.8%

0.3%AMD5.2%

0.1%INTC2.8%

0.1%MRVL3.4%

Held in common1.0%

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 Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	UFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.50%	−1.8%	+17.2%	+11.5%	+38.0%	+16.0%	−29.7%	$782M
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
4	AIDEF	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 Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	UFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.50%	−1.8%	+17.2%	+11.5%	+38.0%	+16.0%	−29.7%	$782M
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
4	AIDEF	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

IDEF vs SMH

IDEF

iShares Defense Industrials Act

[…]

SMH

VanEck Semiconductor

$38,820

MeasureIDEFSMH

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.36%0.22%

5 years, per year[…]+31.2%

3 years, per year[…]+54.7%

Worst drop · 1Y−19.2%−24.6%

Volatility · 1Y23.4%41.2%

3–1measures won
IDEF first

1.0%

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: UFOX, IDEF, CIBR, SMH

Today

19.4%most shared, UFOX and CIBR

UFOXIDEFCIBRSMH

UFOX—6.3%19.4%14.9%

IDEF6.3%—9.9%1.0%

CIBR19.4%9.9%—5.8%

SMH14.9%1.0%5.8%—

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

Income After Fees on $10,000

$20most kept, UFOX

UFOX$50 − $30 = $20

SMH$22 − $35 = −$13

CIBR$40 − $58 = −$18

IDEF$36 − $55 = −$19

KeptFee

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