Compare · 2 funds side by side · dividends reinvested

ITA and BCHP

ITAiShares×BCHPPrincipal×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,274ITA · best of the two

02 / 04

ITA and BCHP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Aerospace & Defense ETFThematic · Defense & space0.37%0.26%+0.9%+0.4%+27.2%+16.3%−20.0%23.3%$12.5B1.3

Principal Focused Blue Chip ETFUnsorted0.58%0.00%+0.2%−1.6%+16.6%[…]−17.7%17.5%$225M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ITA 2006 · BCHP 2023

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Aerospace & Defense ETF · $12.5B$21,274

ITA

BCHP

Principal Focused Blue Chip ETF · $225M[…]

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

ITAMeasureBCHP

+0.9%Year to dateJan 1 → Nov 3+0.2%

+0.4%1 yearTotal return−1.6%

+27.2%3 years · per year$10,000 became $20,582 · $15,855+16.6%

+16.3%5 years · per year$10,000 became $21,275 · […][…]

0.37%Expense ratio$37 · $58 a year on $10k · lower is better0.58%

0.26%Trailing 12-mo yield$26 · $0 a year on $10k0.00%

−20.0%Worst dropSmaller is better−17.7%

23.3%VolatilityLower is calmer17.5%

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

5–2ITA wins

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

More Ways to See the Pairs

ITA vs BCHP: Top 5 Holdings

Today

ITA

54.8%in top 5

BCHP

in top 547.5%

ITAStockBCHP

20.0%GEnot top 5

17.2%RTXnot top 5

not top 5NVDA10.5%

not top 5MSFT10.3%

not top 5AMZN10.2%

not top 5BN8.3%

not top 5GOOG8.3%

6.8%BAnot top 5

5.7%LMTnot top 5

5.1%NOCnot top 5

Held in common7.1%

End-of-day Nov 3, 2026 · share of each fund

ITA vs BCHP Returns, Every Period

iSharesITA

+0.4%

past year

BCHPPrincipal

−1.6%

past year

ITABCHPFaded: behind in that period

3–0ITA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Unsorted: ITA vs BCHP

YTD

iSharesITA

+0.9%

BCHPPrincipal

+0.2%

+0.9%Year to date+0.2%

−20.0%Worst drop · 1Y−17.7%

23.3%Volatility · 1Y17.5%

0.3%Yield0.0%

$12.5BAssets$225M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ITA, BCHP

Today

0.37%lowest, ITA

FundExpense ratioFee$10k

ITA0.37%$37

BCHP0.58%$58

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ITA, BCHP

0.26%highest, ITA

FundTrailing yieldYield$10k

ITA0.26%$26

BCHP0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$11most kept, ITA

ITA$26 − $37 = −$11

BCHP$0 − $58 = −$58

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ITA, BCHP

Today

7.1%most shared, ITA and BCHP

ITABCHP

ITA—7.1%

BCHP7.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.4%ITA, at 23.3% volatility

BCHPWorst drop−17.7%17.5% vol

ITAWorst drop−20.0%23.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ITABCHP

+0.9%Year to date+0.2%

0.3%Yield0.0%

+0.4%Past year−1.6%

0.37%Fee0.58%

4–0ITA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026