WAR vs IDEF5YWARWARAvsBIDEFIDEFU.S. Global Technology and Aerospace & Defense ETF · $31MiShares Defense Industrials Act · $3.6BReturns · dividends in[…]3 years · per year[…][…]5 years · per year[…]Cost and income0.60%Expense ratio$60 · $55 on $10k · lower wins0.55%11.83%12-mo yield$1,183 · $36 on $10k0.36%Risk · 1 year
$10,000 in WAR, IDEF, SOXX5Y$10k startSOXX $27.0kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: WAR, IDEF, SOXXToday16.5%most shared, WAR and SOXXWARIDEFSOXXWAR—7.2%16.5%IDEF7.2%—1.8%SOXX16.5%1.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
WAR vs IDEF5YAWARU.S. Global Technology and Aerospace & Defense[…]vsIDEFBiShares Defense Industrials Act[…]MeasureWARIDEFFee0.60%0.55%Cost on $10k a year$60$55Yield11.83%0.36%5 years, per year[…][…]3 years, per year[…][…]Worst drop · 1Y−35.1%−23.7%Volatility · 1Y39.7%24.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SOXXiShares Semiconductor ETFReadDesk0.33%0.28%−3.7%+49.0%+49.9%+41.9%+22.0%−39.5%$44.7B2AWARU.S. Global Technology and Aerospace & Defense ETFReadDesk0.60%11.83%−2.0%+8.1%+11.1%newnew−35.1%$31M3BIDEFiShares Defense Industrials ActReadDesk0.55%0.36%−1.2%−5.5%−5.7%newnew−23.7%$3.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SOXXiShares Semiconductor ETFReadDesk0.33%0.28%−3.7%+49.0%+49.9%+41.9%+22.0%−39.5%$44.7B2AWARU.S. Global Technology and Aerospace & Defense ETFReadDesk0.60%11.83%−2.0%+8.1%+11.1%newnew−35.1%$31M3BIDEFiShares Defense Industrials ActReadDesk0.55%0.36%−1.2%−5.5%−5.7%newnew−23.7%$3.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SOXX vs SMHYTDiSharesSOXXiSA+49.0%vsBVESMHVanEck+35.2%Jan 1Nov 13+49.0%+35.2%+49.0%Year to date+35.2%0.33% · $33Fee · on $10k a year0.35% · $35$44.7BAssets$64.4B2–0SOXX winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: WAR, IDEF, SOXXToday16.5%most shared, WAR and SOXXWARIDEFSOXXWAR—7.2%16.5%IDEF7.2%—1.8%SOXX16.5%1.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,123most kept, WARWAR$1,183 − $60 = $1,123SOXX$28 − $33 = −$5IDEF$36 − $55 = −$19KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee