Compare · 3 funds side by side · dividends reinvested

ITA, WCBR and SOXX

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$27,297SOXX · best of the three

02 / 04

ITA, WCBR and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.78%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$37.6B1.8

iShares U.S. Aerospace & Defense ETFThematic · Defense & space0.37%0.58%−4.6%−3.3%+23.8%+15.3%−20.0%23.7%$11.6B2.1

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+50.7%+37.3%+29.2%+7.9%−29.1%41.4%$213M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ITA 2006 · WCBR 2021 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Aerospace & Defense ETF · $11.6B$20,368

ITA

WCBR

WisdomTree Cybersecurity Fund · $213M$14,639

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ITAMeasureWCBR

−4.6%Year to dateJan 1 → Nov 5+50.7%

−3.3%1 yearTotal return+37.3%

+23.8%3 years · per year$10,000 became $18,993 · $21,545+29.2%

+15.3%5 years · per year$10,000 became $20,368 · $14,639+7.9%

0.37%Expense ratio$37 · $45 a year on $10k · lower is better0.45%

0.58%Trailing 12-mo yield$58 · $0 a year on $10k0.00%

−20.0%Worst dropSmaller is better−29.1%

23.7%VolatilityLower is calmer41.4%

ITAWCBR Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3ITA wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ITA vs WCBR: Top 5 Holdings

Today

ITA

55.6%in top 5

WCBR

in top 530.4%

ITAStockWCBR

21.5%GEnot top 5

16.9%RTXnot top 5

not top 5ZS7.0%

6.9%BAnot top 5

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

5.2%LMTnot top 5

5.0%TDGnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

ITA vs WCBR Returns, Every Period

iSharesITA

+15.3%

5 years, per year

WCBRWisdomTree

+7.9%

5 years, per year

ITAWCBRFaded: behind in that period

1–3WCBR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ITA vs SOXX

YTD

iSharesITA

−4.6%

SOXXiShares

+31.6%

−4.6%Year to date+31.6%

−20.0%Worst drop · 1Y−39.5%

23.7%Volatility · 1Y49.4%

0.6%Yield0.8%

$11.6BAssets$37.6B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ITA, WCBR, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

ITA0.37%$37

WCBR0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ITA, WCBR, SOXX

0.78%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.78%$78

ITA0.58%$58

WCBR0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$45most kept, SOXX

SOXX$78 − $33 = $45

ITA$58 − $37 = $21

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: ITA, WCBR, SOXX

Today

0.0%most shared, ITA and WCBR

ITAWCBRSOXX

ITA—0.0%0.0%

WCBR0.0%—0.0%

SOXX0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+37.3%WCBR, at 41.4% volatility

ITAWorst drop−20.0%23.7% vol

WCBRWorst drop−29.1%41.4% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SOXXWCBR

+31.6%Year to date+50.7%

0.8%Yield0.0%

+34.0%Past year+37.3%

0.33%Fee0.45%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026