WAR vs IDEF

AWAR

BIDEF

Measures won1–3IDEF wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income11.34%WAR · $1,134 on $10k

Smallest drop−19.2%IDEF · worst fall in 1Y

Held in common7.4%WAR and IDEF

WAR

IDEF

U.S. Global Technology and Aerospace & Defense ETF · $31MiShares Defense Industrials Act · $3.6B

[…]3 years · per year[…]

[…]5 years · per year[…]

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

11.34%12-mo yield$1,134 · $36 on $10k0.36%

−27.7%Worst dropSmaller wins−19.2%

37.5%VolatilityLower wins23.4%

1–3IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWAR · IDEF

3.3%PLTR2.7%

6.6%RHM.DE1.7%

2.5%CRWD1.6%

3.8%KRMN0.5%

Held in common7.4%

End-of-day Nov 4, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk	0.60%	11.34%	−4.8%	+12.8%	+11.8%	new	new	−27.7%	$31M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk	0.60%	11.34%	−4.8%	+12.8%	+11.8%	new	new	−27.7%	$31M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

End-of-day Nov 4, 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

Yield11.34%0.36%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−27.7%−19.2%

Volatility · 1Y37.5%23.4%

3–1measures won
IDEF first

7.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: WAR, IDEF, SMH

Today

10.6%most shared, WAR and SMH

WARIDEFSMH

WAR—7.4%10.6%

IDEF7.4%—1.0%

SMH10.6%1.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,074most kept, WAR

WAR$1,134 − $60 = $1,074

SMH$22 − $35 = −$13

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee