WDAF vs IDEF

AWDAF

BIDEF

Measures won1–3IDEF wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.45%WDAF · $45 on $10k

Most income0.38%IDEF · $38 on $10k

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

Held in common9.3%WDAF and IDEF

WDAF

IDEF

WisdomTree Asia Defense Fund · $9MiShares Defense Industrials Act · $3.6B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.45%Expense ratio$45 · $55 on $10k · lower wins0.55%

0.16%12-mo yield$16 · $38 on $10k0.38%

−36.9%Worst dropSmaller wins−23.7%

35.6%VolatilityLower wins24.0%

1–3IDEF wins

$10,000 · 5 yearsAll three, one scale

No price history on file for these funds yet […]

Shared top holdingsWDAF · IDEF

6.1%012450.KS1.5%

3.7%272210.KS1.2%

6.9%047810.KS1.1%

4.9%S63.SI0.9%

Held in common9.3%

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 Three

5Y3 funds

#								3Y/yr	5Y/yr
1	AWDAF	WisdomTree Asia Defense FundRead Desk	0.45%	0.16%	−7.6%	−16.0%	−22.5%	new	new	−36.9%	$9M
2	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.6B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

All Three

5Y3 funds

#								3Y/yr	5Y/yr
1	AWDAF	WisdomTree Asia Defense FundRead Desk	0.45%	0.16%	−7.6%	−16.0%	−22.5%	new	new	−36.9%	$9M
2	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.6B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

WDAF vs IDEF

WDAF

WisdomTree Asia Defense Fund

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureWDAFIDEF

Fee0.45%0.55%

Cost on $10k a year$45$55

Yield0.16%0.38%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−36.9%−23.7%

Volatility · 1Y35.6%24.0%

3–1measures won
IDEF first

9.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: WDAF, IDEF, DRAM

Today

9.3%most shared, WDAF and IDEF

WDAFIDEFDRAM

WDAF—9.3%0.0%

IDEF9.3%—0.3%

DRAM0.0%0.3%—

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

Income After Fees on $10,000

−$17most kept, IDEF

IDEF$38 − $55 = −$17

WDAF$16 − $45 = −$29

DRAM$0 − $65 = −$65

KeptFee

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