XAR vs IDEF

AXAR

BIDEF

Measures won1–3IDEF wins · of 6 · 5Y

$10,000 · 5Y$19,247XAR

Lowest cost0.35%XAR · $35 on $10k

Most income0.37%IDEF · $37 on $10k

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

Held in common27.6%XAR and IDEF

XAR

IDEF

State Street SPDR S&P Aerospace & Defense ETF · $5.1BiShares Defense Industrials Act · $3.4B

+25.1%3 years · per year$19,591 · […][…]

+14.0%5 years · per year$19,247 · […][…]

0.35%Expense ratio$35 · $55 on $10k · lower wins0.55%

0.19%12-mo yield$19 · $37 on $10k0.37%

−27.8%Worst dropSmaller wins−23.7%

30.5%VolatilityLower wins24.0%

1–3IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXAR · IDEF

3.6%LMT5.2%

3.3%NOC4.0%

3.3%GD4.5%

3.2%RTX7.5%

Held in common27.6%

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 Three

5Y3 funds

#
1	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.19%	+4.6%	−7.0%	−5.9%	+25.1%	+14.0%	−27.8%	$5.1B
2	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

All Three

5Y3 funds

#
1	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.19%	+4.6%	−7.0%	−5.9%	+25.1%	+14.0%	−27.8%	$5.1B
2	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

XAR vs IDEF

XAR

SPDR S&P Aerospace & Defense

$19,247

IDEF

iShares Defense Industrials Act

[…]

MeasureXARIDEF

Fee0.35%0.55%

Cost on $10k a year$35$55

Yield0.19%0.37%

5 years, per year+14.0%[…]

3 years, per year+25.1%[…]

Worst drop · 1Y−27.8%−23.7%

Volatility · 1Y30.5%24.0%

3–1measures won
IDEF first

27.6%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XAR, IDEF, DRAM

Today

27.6%most shared, XAR and IDEF

XARIDEFDRAM

XAR—27.6%0.0%

IDEF27.6%—0.3%

DRAM0.0%0.3%—

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

Income After Fees on $10,000

−$16most kept, XAR

XAR$19 − $35 = −$16

IDEF$37 − $55 = −$18

DRAM$0 − $65 = −$65

KeptFee

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