XAR vs WDGF

AXAR

BWDGF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · XAR $20,029

Lowest cost0.35%XAR · $35 on $10k

Most income0.23%SMH · $23 on $10k

Smallest drop−21.1%WDGF · worst fall in 1Y

Held in common36.2%XAR and WDGF

XAR

WDGF

State Street SPDR S&P Aerospace & Defense ETF · $5.0BWisdomTree Global Defense Fund · $5M

+26.0%3 years · per year$20,003 · […][…]

+14.9%5 years · per year$20,029 · […][…]

0.35%Expense ratio$35 · $45 on $10k · lower wins0.45%

0.18%12-mo yield$18 · $5 on $10k0.05%

−27.8%Worst dropSmaller wins−21.1%

30.9%VolatilityLower wins23.6%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXAR · WDGF

3.4%LMT5.6%

3.2%LHX3.9%

3.2%NOC5.4%

3.1%GD5.3%

Held in common36.2%

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	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.18%	+5.5%	−1.9%	+1.6%	+26.0%	+14.9%	−27.8%	$5.0B
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+4.7%	−2.1%	−0.5%	new	new	−21.1%	$5M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.18%	+5.5%	−1.9%	+1.6%	+26.0%	+14.9%	−27.8%	$5.0B
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	+4.7%	−2.1%	−0.5%	new	new	−21.1%	$5M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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

XAR vs WDGF

XAR

SPDR S&P Aerospace & Defense

$20,029

WDGF

WisdomTree Global Defense Fund

[…]

MeasureXARWDGF

Fee0.35%0.45%

Cost on $10k a year$35$45

Yield0.18%0.05%

5 years, per year+14.9%[…]

3 years, per year+26.0%[…]

Worst drop · 1Y−27.8%−21.1%

Volatility · 1Y30.9%23.6%

2–2measures won
level

36.2%

holdings shared

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

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: XAR, WDGF, DRAM, SMH

Today

36.2%most shared, XAR and WDGF

XARWDGFDRAMSMH

XAR—36.2%0.0%0.0%

WDGF36.2%—0.0%0.0%

DRAM0.0%0.0%—3.1%

SMH0.0%0.0%3.1%—

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

Income After Fees on $10,000

−$12most kept, SMH

SMH$23 − $35 = −$12

XAR$18 − $35 = −$17

WDGF$5 − $45 = −$40

DRAM$0 − $65 = −$65

KeptFee

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