WDEF vs IDEF

AWDEF

BIDEF

Measures won1–3IDEF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.38%IDEF · $38 on $10k

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

Held in common20.4%WDEF and IDEF

WDEF

IDEF

WisdomTree Europe Defense Fund · $82MiShares Defense Industrials Act · $3.4B

[…]3 years · per year[…]

[…]5 years · per year[…]

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

0.08%12-mo yield$8 · $38 on $10k0.38%

−23.9%Worst dropSmaller wins−23.7%

30.6%VolatilityLower wins24.0%

1–3IDEF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWDEF · IDEF

9.8%HO.PA3.8%

3.8%RR.L2.0%

9.6%RHM.DE1.8%

5.3%LDO.MI1.7%

Held in common20.4%

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	AWDEF	WisdomTree Europe Defense FundRead Desk	0.45%	0.08%	−4.9%	−6.1%	−10.2%	new	new	−23.9%	$82M
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	AWDEF	WisdomTree Europe Defense FundRead Desk	0.45%	0.08%	−4.9%	−6.1%	−10.2%	new	new	−23.9%	$82M
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

WDEF vs IDEF

WDEF

WisdomTree Europe Defense Fund

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureWDEFIDEF

Fee0.45%0.55%

Cost on $10k a year$45$55

Yield0.08%0.38%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−23.9%−23.7%

Volatility · 1Y30.6%24.0%

3–1measures won
IDEF first

20.4%

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: WDEF, IDEF, SMH, DRAM

Today

20.4%most shared, WDEF and IDEF

WDEFIDEFSMHDRAM

WDEF—20.4%0.0%0.0%

IDEF20.4%—1.0%0.3%

SMH0.0%1.0%—3.2%

DRAM0.0%0.3%3.2%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IDEF$38 − $55 = −$17

WDEF$8 − $45 = −$37

DRAM$0 − $65 = −$65

KeptFee

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