WAR vs IDEF

AWAR

BIDEF

Measures won1–3IDEF wins · of 6 · 5Y

$10,000 · 5Y$17,242CIBR

Lowest cost0.55%IDEF · $55 on $10k

Most income12.14%WAR · $1,214 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common7.1%WAR and IDEF

WAR

IDEF

U.S. Global Technology and Aerospace & Defense ETF · $31MiShares Defense Industrials Act · $3.5B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.60%Expense ratio$60 · $55 on $10k · lower wins0.55%

12.14%12-mo yield$1,214 · $37 on $10k0.37%

−35.1%Worst dropSmaller wins−23.7%

39.1%VolatilityLower wins24.0%

1–3IDEF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWAR · IDEF

3.3%PLTR2.5%

6.6%RHM.DE1.6%

2.5%CRWD1.5%

3.8%KRMN0.4%

Held in common7.1%

End-of-day Nov 6, 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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
2	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk	0.60%	12.14%	+4.0%	+5.4%	+7.7%	new	new	−35.1%	$31M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.5B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
2	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk	0.60%	12.14%	+4.0%	+5.4%	+7.7%	new	new	−35.1%	$31M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.5B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WAR vs IDEF

WAR

U.S. Global Technology and Aerospace & Defense

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureWARIDEF

Fee0.60%0.55%

Cost on $10k a year$60$55

Yield12.14%0.37%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−35.1%−23.7%

Volatility · 1Y39.1%24.0%

3–1measures won
IDEF first

7.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: WAR, IDEF, DRAM, CIBR

Today

9.9%most shared, IDEF and CIBR

WARIDEFDRAMCIBR

WAR—7.1%8.4%6.8%

IDEF7.1%—0.3%9.9%

DRAM8.4%0.3%—0.0%

CIBR6.8%9.9%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,154most kept, WAR

WAR$1,214 − $60 = $1,154

CIBR$43 − $58 = −$15

IDEF$37 − $55 = −$18

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee