UFOX vs IDEF

AUFOX

BIDEF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$31,133SOXX · UFOX $21,263

Lowest cost0.30%UFOX · $30 on $10k

Most income0.49%UFOX · $49 on $10k

Smallest drop−18.9%IDEF · worst fall in 1Y

Held in common6.3%UFOX and IDEF

UFOX

IDEF

Defiance Space and Connective Tech ETF · $770MiShares Defense Industrials Act · $3.7B

+38.8%3 years · per year$26,762 · […][…]

+16.3%5 years · per year$21,263 · […][…]

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

0.49%12-mo yield$49 · $35 on $10k0.35%

−29.6%Worst dropSmaller wins−18.9%

33.4%VolatilityLower wins23.3%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUFOX · IDEF

5.2%SPCX2.7%

2.1%RKLB0.6%

4.9%AVGO0.5%

1.3%VSAT0.4%

Held in common6.3%

End-of-day Nov 3, 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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	AUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.49%	+1.7%	+19.4%	+12.5%	+38.8%	+16.3%	−29.6%	$770M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B

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

All Three

5Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	AUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.49%	+1.7%	+19.4%	+12.5%	+38.8%	+16.3%	−29.6%	$770M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B

End-of-day Nov 3, 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

$21,263

IDEF

iShares Defense Industrials Act

[…]

MeasureUFOXIDEF

Fee0.30%0.55%

Cost on $10k a year$30$55

Yield0.49%0.35%

5 years, per year+16.3%[…]

3 years, per year+38.8%[…]

Worst drop · 1Y−29.6%−18.9%

Volatility · 1Y33.4%23.3%

2–2measures won
level

6.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: UFOX, IDEF, SOXX

Today

16.5%most shared, UFOX and SOXX

UFOXIDEFSOXX

UFOX—6.3%16.5%

IDEF6.3%—1.8%

SOXX16.5%1.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$19most kept, UFOX

UFOX$49 − $30 = $19

SOXX$27 − $33 = −$6

IDEF$35 − $55 = −$20

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee