Compare · 2 funds side by side · dividends reinvested

ITA and WDGF

ITAiShares×WDGFWisdomTree×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,184ITA · best of the two

02 / 04

ITA and WDGF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Aerospace & Defense ETFThematic · Defense & space0.37%0.27%−0.6%−0.7%+26.4%+16.2%−20.0%23.4%$12.2B1.3

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%−1.9%−4.8%[…][…]−19.9%22.7%$5M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: ITA 2006 · WDGF 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Aerospace & Defense ETF · $12.2B$21,184

ITA

WDGF

WisdomTree Global Defense Fund · $5M[…]

$10,000 five years ago, dividends reinvested · they hold 41.2% in common

ITAMeasureWDGF

−0.6%Year to dateJan 1 → Nov 4−1.9%

−0.7%1 yearTotal return−4.8%

+26.4%3 years · per year$10,000 became $20,176 · […][…]

+16.2%5 years · per year$10,000 became $21,184 · […][…]

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

0.27%Trailing 12-mo yield$27 · $5 a year on $10k0.05%

−20.0%Worst dropSmaller is better−19.9%

23.4%VolatilityLower is calmer22.7%

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

4–2ITA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ITA vs WDGF: Top 5 Holdings

Today

ITA

54.7%in top 5

WDGF

in top 527.1%

ITAStockWDGF

20.6%GEnot top 5

17.0%RTXnot top 5

6.7%BAnot top 5

5.5%LMT5.9%

not top 5PLTR5.5%

not top 5NOC5.3%

not top 5BA.L5.2%

not top 5GD5.2%

4.9%TDGnot top 5

Held in common41.2%

End-of-day Nov 4, 2026 · share of each fund

ITA vs WDGF Returns, Every Period

iSharesITA

−0.7%

past year

WDGFWisdomTree

−4.8%

past year

ITAWDGFFaded: behind in that period

2–0ITA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ITA vs WDGF

YTD

iSharesITA

−0.6%

WDGFWisdomTree

−1.9%

−0.6%Year to date−1.9%

−20.0%Worst drop · 1Y−19.9%

23.4%Volatility · 1Y22.7%

0.3%Yield0.1%

$12.2BAssets$5.4M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ITA, WDGF

Today

0.37%lowest, ITA

FundExpense ratioFee$10k

ITA0.37%$37

WDGF0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ITA, WDGF

0.27%highest, ITA

FundTrailing yieldYield$10k

ITA0.27%$27

WDGF0.05%$5

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, ITA

ITA$27 − $37 = −$10

WDGF$5 − $45 = −$40

KeptFee

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

Overlap: ITA, WDGF

Today

41.2%most shared, ITA and WDGF

ITAWDGF

ITA—41.2%

WDGF41.2%—

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

Return vs Bumpiness: 2 ETFs

−0.7%ITA, at 23.4% volatility

WDGFWorst drop−19.9%22.7% vol

ITAWorst drop−20.0%23.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ITAWDGF

−0.6%Year to date−1.9%

0.3%Yield0.1%

−0.7%Past year−4.8%

0.37%Fee0.45%

4–0ITA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026