XDEF vs IDEF

AXDEF

BIDEF

Measures won2–0XDEF wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%XDEF · $35 on $10k

Most income1.61%XDEF · $161 on $10k

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

Held in common18.8%XDEF and IDEF

XDEF

IDEF

Xtrackers Europe Defense Technologies ETF · $4MiShares Defense Industrials Act · $3.6B

[…]3 years · per year[…]

[…]5 years · per year[…]

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

1.61%12-mo yield$161 · $36 on $10k0.36%

[…]Worst dropSmaller wins−19.2%

[…]VolatilityLower wins23.4%

2–0XDEF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXDEF · IDEF

4.5%HO.PA3.8%

7.1%RR.L2.3%

5.1%SAAB-B.ST1.9%

7.7%RHM.DE1.7%

Held in common18.8%

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	AXDEF	Xtrackers Europe Defense Technologies ETFRead Desk	0.35%	1.61%	+0.5%	new	new	new	new	[…]	$4M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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	AXDEF	Xtrackers Europe Defense Technologies ETFRead Desk	0.35%	1.61%	+0.5%	new	new	new	new	[…]	$4M
3	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	−2.2%	−3.5%	−7.9%	new	new	−19.2%	$3.6B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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

XDEF vs IDEF

XDEF

Xtrackers Europe Defense Technologies

[…]

IDEF

iShares Defense Industrials Act

[…]

MeasureXDEFIDEF

Fee0.35%0.55%

Cost on $10k a year$35$55

Yield1.61%0.36%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−19.2%

Volatility · 1Y[…]23.4%

2–0measures won
XDEF first

18.8%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

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

Overlap: XDEF, IDEF, SMH, DRAM

Today

18.8%most shared, XDEF and IDEF

XDEFIDEFSMHDRAM

XDEF—18.8%0.0%0.0%

IDEF18.8%—1.0%0.3%

SMH0.0%1.0%—3.3%

DRAM0.0%0.3%3.3%—

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

Income After Fees on $10,000

$126most kept, XDEF

XDEF$161 − $35 = $126

SMH$22 − $35 = −$13

IDEF$36 − $55 = −$19

DRAM$0 − $65 = −$65

KeptFee

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