XAR vs IDEF

AXAR

BIDEF

Measures won1–3IDEF wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · XAR $19,789

Lowest cost0.35%XAR · $35 on $10k

Most income0.35%IDEF · $35 on $10k

Smallest drop−18.9%IDEF · worst fall in 1Y

Held in common29.8%XAR and IDEF

XAR

IDEF

State Street SPDR S&P Aerospace & Defense ETF · $5.2BiShares Defense Industrials Act · $3.7B

+28.4%3 years · per year$21,173 · […][…]

+14.6%5 years · per year$19,789 · […][…]

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

0.18%12-mo yield$18 · $35 on $10k0.35%

−26.6%Worst dropSmaller wins−18.9%

29.6%VolatilityLower wins23.3%

1–3IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXAR · IDEF

3.6%LMT5.4%

3.2%NOC4.0%

3.1%GD4.4%

3.0%RTX7.3%

Held in common29.8%

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.18%	+1.3%	−2.9%	−5.7%	+28.4%	+14.6%	−26.6%	$5.2B
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.18%	+1.3%	−2.9%	−5.7%	+28.4%	+14.6%	−26.6%	$5.2B
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B

End-of-day Nov 3, 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

$19,789

IDEF

iShares Defense Industrials Act

[…]

MeasureXARIDEF

Fee0.35%0.55%

Cost on $10k a year$35$55

Yield0.18%0.35%

5 years, per year+14.6%[…]

3 years, per year+28.4%[…]

Worst drop · 1Y−26.6%−18.9%

Volatility · 1Y29.6%23.3%

3–1measures won
IDEF first

29.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: XAR, IDEF, SMH

Today

29.8%most shared, XAR and IDEF

XARIDEFSMH

XAR—29.8%0.0%

IDEF29.8%—1.1%

SMH0.0%1.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$14most kept, SMH

SMH$21 − $35 = −$14

XAR$18 − $35 = −$17

IDEF$35 − $55 = −$20

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee