UFOX vs IDEF

AUFOX

BIDEF

Measures won2–2level · 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 common6.3%UFOX and IDEF

UFOX

IDEF

Defiance Space and Connective Tech ETF · $782MiShares Defense Industrials Act · $3.6B

+38.0%3 years · per year$26,273 · […][…]

+16.0%5 years · per year$20,988 · […][…]

0.30%Expense ratio$30 · $55 on $10k · lower wins0.55%

0.50%12-mo yield$50 · $36 on $10k0.36%

−29.7%Worst dropSmaller wins−19.2%

33.5%VolatilityLower wins23.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUFOX · IDEF

5.3%SPCX2.8%

2.1%RKLB0.6%

5.0%AVGO0.5%

1.3%VSAT0.4%

Held in common6.3%

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	AUFOX	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	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	AUFOX	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	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

UFOX vs IDEF

UFOX

Defiance Space and Connective Tech

$20,988

IDEF

iShares Defense Industrials Act

[…]

MeasureUFOXIDEF

Fee0.30%0.55%

Cost on $10k a year$30$55

Yield0.50%0.36%

5 years, per year+16.0%[…]

3 years, per year+38.0%[…]

Worst drop · 1Y−29.7%−19.2%

Volatility · 1Y33.5%23.4%

2–2measures won
level

6.3%

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, SMH

Today

14.9%most shared, UFOX and SMH

UFOXIDEFSMH

UFOX—6.3%14.9%

IDEF6.3%—1.0%

SMH14.9%1.0%—

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

IDEF$36 − $55 = −$19

KeptFee

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