XAR vs IDEF

AXAR

BIDEF

Measures won1–3IDEF wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · SOXX $30,376

Lowest cost0.33%SOXX · $33 on $10k

Most income0.36%IDEF · $36 on $10k

Smallest drop−19.2%IDEF · worst fall in 1Y

Held in common27.8%XAR and IDEF

XAR

IDEF

State Street SPDR S&P Aerospace & Defense ETF · $5.3BiShares Defense Industrials Act · $3.6B

+26.5%3 years · per year$20,247 · […][…]

+14.1%5 years · per year$19,342 · […][…]

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

0.19%12-mo yield$19 · $36 on $10k0.36%

−26.6%Worst dropSmaller wins−19.2%

29.9%VolatilityLower wins23.4%

1–3IDEF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXAR · IDEF

3.6%LMT5.4%

3.2%NOC3.9%

3.2%GD4.4%

3.1%RTX7.4%

Held in common27.8%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
3	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.19%	−3.6%	−6.4%	−8.8%	+26.5%	+14.1%	−26.6%	$5.3B
4	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
3	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.19%	−3.6%	−6.4%	−8.8%	+26.5%	+14.1%	−26.6%	$5.3B
4	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B

End-of-day Nov 4, 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

$19,342

IDEF

iShares Defense Industrials Act

[…]

MeasureXARIDEF

Fee0.35%0.55%

Cost on $10k a year$35$55

Yield0.19%0.36%

5 years, per year+14.1%[…]

3 years, per year+26.5%[…]

Worst drop · 1Y−26.6%−19.2%

Volatility · 1Y29.9%23.4%

3–1measures won
IDEF first

27.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XAR, IDEF, SMH, SOXX

Today

69.8%most shared, SMH and SOXX

XARIDEFSMHSOXX

XAR—27.8%0.0%0.0%

IDEF27.8%—1.0%1.6%

SMH0.0%1.0%—69.8%

SOXX0.0%1.6%69.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$5most kept, SOXX

SOXX$28 − $33 = −$5

SMH$22 − $35 = −$13

XAR$19 − $35 = −$16

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee