WDEF vs SHLD

AWDEF

BSHLD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$34,950SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.73%SHLD · $73 on $10k

Smallest drop−23.9%WDEF · worst fall in 1Y

Held in common22.7%WDEF and SHLD

WDEF

SHLD

WisdomTree Europe Defense Fund · $82MGlobal X - Defense Tech ETF · $5.9B

[…]3 years · per year[…] · $22,922+31.9%

[…]5 years · per year[…]

0.45%Expense ratio$45 · $50 on $10k · lower wins0.50%

0.08%12-mo yield$8 · $73 on $10k0.73%

−23.9%Worst dropSmaller wins−25.4%

30.7%VolatilityLower wins25.8%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWDEF · SHLD

10.4%BA.L4.7%

9.8%HO.PA3.7%

5.3%LDO.MI3.6%

9.6%RHM.DE3.3%

Held in common22.7%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AWDEF	WisdomTree Europe Defense FundRead Desk	0.45%	0.08%	−2.0%	−7.9%	−11.2%	new	new	−23.9%	$82M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$5.9B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AWDEF	WisdomTree Europe Defense FundRead Desk	0.45%	0.08%	−2.0%	−7.9%	−11.2%	new	new	−23.9%	$82M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$5.9B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WDEF vs SHLD

WDEF

WisdomTree Europe Defense Fund

[…]

SHLD

Global X - Defense Tech

[…]

MeasureWDEFSHLD

Fee0.45%0.50%

Cost on $10k a year$45$50

Yield0.08%0.73%

5 years, per year[…][…]

3 years, per year[…]+31.9%

Worst drop · 1Y−23.9%−25.4%

Volatility · 1Y30.7%25.8%

2–2measures won
level

22.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: WDEF, SHLD, DRAM, SMH

Today

22.7%most shared, WDEF and SHLD

WDEFSHLDDRAMSMH

WDEF—22.7%0.0%0.0%

SHLD22.7%—0.0%0.0%

DRAM0.0%0.0%—3.1%

SMH0.0%0.0%3.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

SMH$24 − $35 = −$11

WDEF$8 − $45 = −$37

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee