WDEF vs SHLD

AWDEF

BSHLD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$33,824SMH

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 common22.8%WDEF and SHLD

WDEF

SHLD

WisdomTree Europe Defense Fund · $82MGlobal X - Defense Tech ETF · $6.5B

[…]3 years · per year[…] · $23,074+32.1%

[…]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%

30.6%VolatilityLower wins25.8%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDEF · SHLD

10.4%BA.L4.8%

9.6%RHM.DE3.8%

5.3%LDO.MI3.6%

9.8%HO.PA3.6%

Held in common22.8%

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

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AWDEF	WisdomTree Europe Defense FundRead Desk	0.45%	0.08%	−4.9%	−6.1%	−10.2%	new	new	−23.9%	$82M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	−5.1%	−10.1%	−13.2%	+32.1%	new	−25.4%	$6.5B

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

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AWDEF	WisdomTree Europe Defense FundRead Desk	0.45%	0.08%	−4.9%	−6.1%	−10.2%	new	new	−23.9%	$82M
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	−5.1%	−10.1%	−13.2%	+32.1%	new	−25.4%	$6.5B

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 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[…]+32.1%

Worst drop · 1Y−23.9%−25.4%

Volatility · 1Y30.6%25.8%

2–2measures won
level

22.8%

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

$42.6BAssets$65.4B

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%

$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

Overlap: WDEF, SHLD, SMH

Today

22.8%most shared, WDEF and SHLD

WDEFSHLDSMH

WDEF—22.8%0.0%

SHLD22.8%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

SMH$25 − $35 = −$10

WDEF$8 − $45 = −$37

KeptFee

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