WDEF vs VEA

AWDEF

BVEA

Measures won0–4VEA wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · VEA $15,497

Lowest cost0.03%VEA · $3 on $10k

Most income2.44%VEA · $244 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common2.0%WDEF and VEA

WDEF

VEA

WisdomTree Europe Defense Fund · $76MVanguard FTSE Developed Markets ETF · $232B

[…]3 years · per year[…] · $17,516+20.5%

[…]5 years · per year[…] · $15,497+9.2%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

0.07%12-mo yield$7 · $244 on $10k2.44%

−23.9%Worst dropSmaller wins−11.6%

31.2%VolatilityLower wins18.3%

0–4VEA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWDEF · VEA

4.2%RR.L0.5%

4.2%SAF.PA0.4%

4.6%AIR.PA0.4%

10.1%BA.L0.2%

Held in common2.0%

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	BVEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
4	AWDEF	WisdomTree Europe Defense FundRead Desk	0.45%	0.07%	+5.7%	−2.7%	−4.6%	new	new	−23.9%	$76M

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	BVEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
4	AWDEF	WisdomTree Europe Defense FundRead Desk	0.45%	0.07%	+5.7%	−2.7%	−4.6%	new	new	−23.9%	$76M

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

WDEF vs VEA

WDEF

WisdomTree Europe Defense Fund

[…]

VEA

Vanguard FTSE Developed Markets

$15,497

MeasureWDEFVEA

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.07%2.44%

5 years, per year[…]+9.2%

3 years, per year[…]+20.5%

Worst drop · 1Y−23.9%−11.6%

Volatility · 1Y31.2%18.3%

4–0measures won
VEA first

2.0%

holdings shared

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

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

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

Overlap: WDEF, VEA, SMH, VXUS

Today

65.4%most shared, VEA and VXUS

WDEFVEASMHVXUS

WDEF—2.0%0.0%1.4%

VEA2.0%—0.0%65.4%

SMH0.0%0.0%—0.0%

VXUS1.4%65.4%0.0%—

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

Income After Fees on $10,000

$241most kept, VEA

VEA$244 − $3 = $241

VXUS$239 − $5 = $234

SMH$23 − $35 = −$12

WDEF$7 − $45 = −$38

KeptFee

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