UFOX vs SHLD

AUFOX

BSHLD

Measures won2–3SHLD wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · UFOX $21,263

Lowest cost0.30%UFOX · $30 on $10k

Most income0.79%PAVE · $79 on $10k

Smallest drop−13.8%PAVE · worst fall in 1Y

Held in common0.8%UFOX and SHLD

UFOX

SHLD

Defiance Space and Connective Tech ETF · $770MGlobal X - Defense Tech ETF · $6.6B

+38.8%3 years · per year$26,762 · $25,691+37.0%

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

0.30%Expense ratio$30 · $50 on $10k · lower wins0.50%

0.49%12-mo yield$49 · $67 on $10k0.67%

−29.6%Worst dropSmaller wins−25.4%

33.4%VolatilityLower wins25.1%

2–3SHLD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsUFOX · SHLD

0.9%PL0.6%

0.7%VOYG0.2%

Held in common0.8%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
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	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B
4	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.67%	−0.3%	−1.9%	−6.6%	+37.0%	new	−25.4%	$6.6B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
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	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B
4	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.67%	−0.3%	−1.9%	−6.6%	+37.0%	new	−25.4%	$6.6B

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 SHLD

UFOX

Defiance Space and Connective Tech

$21,263

SHLD

Global X - Defense Tech

[…]

MeasureUFOXSHLD

Fee0.30%0.50%

Cost on $10k a year$30$50

Yield0.49%0.67%

5 years, per year+16.3%[…]

3 years, per year+38.8%+37.0%

Worst drop · 1Y−29.6%−25.4%

Volatility · 1Y33.4%25.1%

3–2measures won
SHLD first

0.8%

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, SHLD, SMH, PAVE

Today

14.8%most shared, UFOX and SMH

UFOXSHLDSMHPAVE

UFOX—0.8%14.8%0.3%

SHLD0.8%—0.0%0.0%

SMH14.8%0.0%—0.0%

PAVE0.3%0.0%0.0%—

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

Income After Fees on $10,000

$32most kept, PAVE

PAVE$79 − $47 = $32

UFOX$49 − $30 = $19

SHLD$67 − $50 = $17

SMH$21 − $35 = −$14

KeptFee

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