XAR vs WDGF

AXAR

BWDGF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · XAR $18,435

Lowest cost0.35%XAR · $35 on $10k

Most income0.25%SMH · $25 on $10k

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

Held in common35.3%XAR and WDGF

XAR

WDGF

State Street SPDR S&P Aerospace & Defense ETF · $5.3BWisdomTree Global Defense Fund · $5M

+23.6%3 years · per year$18,902 · […][…]

+13.0%5 years · per year$18,435 · […][…]

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

0.20%12-mo yield$20 · $5 on $10k0.05%

−27.8%Worst dropSmaller wins−21.1%

30.2%VolatilityLower wins23.2%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXAR · WDGF

3.5%LMT5.9%

3.2%LHX3.9%

3.2%GD5.2%

3.1%NOC5.3%

Held in common35.3%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.20%	−5.0%	−11.1%	−11.3%	+23.6%	+13.0%	−27.8%	$5.3B
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	−5.0%	−6.8%	−7.8%	new	new	−21.1%	$5M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk	0.35%	0.20%	−5.0%	−11.1%	−11.3%	+23.6%	+13.0%	−27.8%	$5.3B
3	BWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	−5.0%	−6.8%	−7.8%	new	new	−21.1%	$5M

End-of-day Nov 5, 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

$18,435

WDGF

WisdomTree Global Defense Fund

[…]

MeasureXARWDGF

Fee0.35%0.45%

Cost on $10k a year$35$45

Yield0.20%0.05%

5 years, per year+13.0%[…]

3 years, per year+23.6%[…]

Worst drop · 1Y−27.8%−21.1%

Volatility · 1Y30.2%23.2%

2–2measures won
level

35.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XAR, WDGF, SMH

Today

35.3%most shared, XAR and WDGF

XARWDGFSMH

XAR—35.3%0.0%

WDGF35.3%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

XAR$20 − $35 = −$15

WDGF$5 − $45 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee