WAR vs WDGF

AWAR

BWDGF

Measures won1–3WDGF wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH

Lowest cost0.35%SMH · $35 on $10k

Most income11.47%WAR · $1,147 on $10k

Smallest drop−21.1%WDGF · worst fall in 1Y

Held in common11.7%WAR and WDGF

WAR

WDGF

U.S. Global Technology and Aerospace & Defense ETF · $31MWisdomTree Global Defense Fund · $5M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.60%Expense ratio$60 · $45 on $10k · lower wins0.45%

11.47%12-mo yield$1,147 · $5 on $10k0.05%

−35.1%Worst dropSmaller wins−21.1%

39.5%VolatilityLower wins23.6%

1–3WDGF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWAR · WDGF

6.6%RHM.DE4.1%

3.3%PLTR5.1%

4.6%SAABB.ST2.8%

3.8%KRMN0.6%

Held in common11.7%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk	0.60%	11.47%	+5.8%	+11.5%	+15.7%	new	new	−35.1%	$31M
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+4.7%	−2.1%	−0.5%	new	new	−21.1%	$5M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AWAR	U.S. Global Technology and Aerospace & Defense ETFRead Desk	0.60%	11.47%	+5.8%	+11.5%	+15.7%	new	new	−35.1%	$31M
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+4.7%	−2.1%	−0.5%	new	new	−21.1%	$5M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WAR vs WDGF

WAR

U.S. Global Technology and Aerospace & Defense

[…]

WDGF

WisdomTree Global Defense Fund

[…]

MeasureWARWDGF

Fee0.60%0.45%

Cost on $10k a year$60$45

Yield11.47%0.05%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−35.1%−21.1%

Volatility · 1Y39.5%23.6%

3–1measures won
WDGF first

11.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: WAR, WDGF, DRAM, SMH

Today

11.7%most shared, WAR and WDGF

WARWDGFDRAMSMH

WAR—11.7%8.4%10.0%

WDGF11.7%—0.0%0.0%

DRAM8.4%0.0%—3.1%

SMH10.0%0.0%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,087most kept, WAR

WAR$1,147 − $60 = $1,087

SMH$23 − $35 = −$12

WDGF$5 − $45 = −$40

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee