Compare · 3 funds side by side · dividends reinvested

ITA, IDEF and CIBR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,368ITA · best of the three

02 / 04

ITA, IDEF and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Aerospace & Defense ETFThematic · Defense & space0.37%0.58%−4.6%−3.3%+23.8%+15.3%−20.0%23.7%$11.6B1.4

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B1.9

iShares Defense Industrials ActThematic · Defense & space0.55%0.38%−8.9%−11.2%[…][…]−23.7%24.0%$3.4B2.7

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 · IDEF 2025 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

ITA

IDEF

iShares Defense Industrials Act · $3.4B[…]

$10,000 five years ago, dividends reinvested · they hold 33.3% in common

ITAMeasureIDEF

−4.6%Year to dateJan 1 → Nov 5−8.9%

−3.3%1 yearTotal return−11.2%

+23.8%3 years · per year$10,000 became $18,993 · […][…]

+15.3%5 years · per year$10,000 became $20,368 · […][…]

0.37%Expense ratio$37 · $55 a year on $10k · lower is better0.55%

0.58%Trailing 12-mo yield$58 · $38 a year on $10k0.38%

−20.0%Worst dropSmaller is better−23.7%

23.7%VolatilityLower is calmer24.0%

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

6–0ITA 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 IDEF: Top 5 Holdings

Today

ITA

55.6%in top 5

IDEF

in top 524.5%

ITAStockIDEF

21.5%GEnot top 5

16.9%RTX7.4%

6.9%BAnot top 5

5.2%LMT5.2%

5.0%TDGnot top 5

not top 5GD4.4%

not top 5NOC3.8%

not top 5HO.PA3.8%

Held in common33.3%

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

ITA vs IDEF Returns, Every Period

iSharesITA

−3.3%

past year

IDEFiShares

−11.2%

past year

ITAIDEFFaded: behind in that period

2–0ITA wins

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

ITA vs CIBR

YTD

iSharesITA

−4.6%

CIBRFirst Trust

+27.7%

−4.6%Year to date+27.7%

−20.0%Worst drop · 1Y−20.6%

23.7%Volatility · 1Y31.1%

0.6%Yield0.4%

$11.6BAssets$16.9B

3–1ITA wins

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

Cost, Income and Risk

Fees: ITA, IDEF, CIBR

Today

0.37%lowest, ITA

FundExpense ratioFee$10k

ITA0.37%$37

IDEF0.55%$55

CIBR0.58%$58

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

Yields: ITA, IDEF, CIBR

0.58%highest, ITA

FundTrailing yieldYield$10k

ITA0.58%$58

CIBR0.43%$43

IDEF0.38%$38

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

Income After Fees on $10,000

$21most kept, ITA

ITA$58 − $37 = $21

CIBR$43 − $58 = −$15

IDEF$38 − $55 = −$17

KeptFee

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

Overlap: ITA, IDEF, CIBR

Today

33.3%most shared, ITA and IDEF

ITAIDEFCIBR

ITA—33.3%0.0%

IDEF33.3%—10.0%

CIBR0.0%10.0%—

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

Return vs Bumpiness: 3 ETFs

+21.3%CIBR, at 31.1% volatility

ITAWorst drop−20.0%23.7% vol

IDEFWorst drop−23.7%24.0% vol

CIBRWorst drop−20.6%31.1% vol

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

Paid More vs Made More

YTD

ITACIBR

−4.6%Year to date+27.7%

0.6%Yield0.4%

−3.3%Past year+21.3%

0.37%Fee0.58%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026