WAR vs IDEF

AWAR

BIDEF

Measures won1–3IDEF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income12.63%WAR · $1,263 on $10k

Smallest drop−23.7%IDEF · worst fall in 1Y

Held in common7.5%WAR and IDEF

WAR

IDEF

U.S. Global Technology and Aerospace & Defense ETF · $31MiShares Defense Industrials Act · $3.4B

[…]3 years · per year[…]

[…]5 years · per year[…]

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

12.63%12-mo yield$1,263 · $38 on $10k0.38%

−35.1%Worst dropSmaller wins−23.7%

38.9%VolatilityLower wins24.0%

1–3IDEF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWAR · IDEF

3.3%PLTR2.7%

6.6%RHM.DE1.8%

2.5%CRWD1.6%

7.5%AVAV0.4%

Held in common7.5%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk	0.60%	12.63%	−10.2%	+1.3%	+3.4%	new	new	−35.1%	$31M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk	0.60%	12.63%	−10.2%	+1.3%	+3.4%	new	new	−35.1%	$31M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.4B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

End-of-day Nov 5, 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

Yield12.63%0.38%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−35.1%−23.7%

Volatility · 1Y38.9%24.0%

3–1measures won
IDEF first

7.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: WAR, IDEF, DRAM, SMH

Today

10.3%most shared, WAR and SMH

WARIDEFDRAMSMH

WAR—7.5%8.6%10.3%

IDEF7.5%—0.3%1.0%

DRAM8.6%0.3%—3.2%

SMH10.3%1.0%3.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,203most kept, WAR

WAR$1,263 − $60 = $1,203

SMH$25 − $35 = −$10

IDEF$38 − $55 = −$17

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee