UFOX vs XAR

AUFOX

BXAR

Measures won4–2UFOX wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · UFOX $21,263

Lowest cost0.30%UFOX · $30 on $10k

Most income0.49%UFOX · $49 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common5.1%UFOX and XAR

UFOX

XAR

Defiance Space and Connective Tech ETF · $770MState Street SPDR S&P Aerospace & Defense ETF · $5.2B

+38.8%3 years · per year$26,762 · $21,173+28.4%

+16.3%5 years · per year$21,263 · $19,789+14.6%

0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%

0.49%12-mo yield$49 · $18 on $10k0.18%

−29.6%Worst dropSmaller wins−26.6%

33.4%VolatilityLower wins29.6%

4–2UFOX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsUFOX · XAR

2.1%RKLB2.8%

0.8%FLY0.9%

0.8%RDW1.2%

0.7%VOYG0.8%

Held in common5.1%

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	BXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.18%	+1.3%	−2.9%	−5.7%	+28.4%	+14.6%	−26.6%	$5.2B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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	BXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.18%	+1.3%	−2.9%	−5.7%	+28.4%	+14.6%	−26.6%	$5.2B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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 XAR

UFOX

Defiance Space and Connective Tech

$21,263

XAR

SPDR S&P Aerospace & Defense

$19,790

MeasureUFOXXAR

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield0.49%0.18%

5 years, per year+16.3%+14.6%

3 years, per year+38.8%+28.4%

Worst drop · 1Y−29.6%−26.6%

Volatility · 1Y33.4%29.6%

4–2measures won
UFOX first

5.1%

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, XAR, SMH, DRAM

Today

14.8%most shared, UFOX and SMH

UFOXXARSMHDRAM

UFOX—5.1%14.8%0.0%

XAR5.1%—0.0%0.0%

SMH14.8%0.0%—3.4%

DRAM0.0%0.0%3.4%—

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

SMH$21 − $35 = −$14

XAR$18 − $35 = −$17

DRAM$0 − $65 = −$65

KeptFee

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