Compare · 2 funds side by side · dividends reinvested

WDGF and ITA

WDGFWisdomTree×ITAiShares×

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

WDGF and ITA, 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

WisdomTree Global Defense FundThematic · Defense & space0.45%0.05%+0.6%−1.9%[…][…]−19.9%22.6%$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 3, 2026 · returns include dividends · since: WDGF 2025 · ITA 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

ITA

WDGF

WisdomTree Global Defense Fund · $5M[…]

$10,000 five years ago, dividends reinvested · they hold 41.8% in common

ITAMeasureWDGF

+0.9%Year to dateJan 1 → Nov 3+0.6%

+0.4%1 yearTotal return−1.9%

+27.2%3 years · per year$10,000 became $20,582 · […][…]

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

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

0.26%Trailing 12-mo yield$26 · $5 a year on $10k0.05%

−20.0%Worst dropSmaller is better−19.9%

23.3%VolatilityLower is calmer22.6%

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

4–2ITA 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 WDGF: Top 5 Holdings

Today

ITA

54.8%in top 5

WDGF

in top 527.1%

ITAStockWDGF

20.0%GEnot top 5

17.2%RTXnot top 5

6.8%BAnot top 5

5.7%LMT5.9%

not top 5PLTR5.5%

5.1%NOC5.3%

not top 5BA.L5.2%

not top 5GD5.2%

Held in common41.8%

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

ITA vs WDGF Returns, Every Period

iSharesITA

+0.4%

past year

WDGFWisdomTree

−1.9%

past year

ITAWDGFFaded: behind in that period

2–0ITA wins

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

ITA vs WDGF

YTD

iSharesITA

+0.9%

WDGFWisdomTree

+0.6%

+0.9%Year to date+0.6%

−20.0%Worst drop · 1Y−19.9%

23.3%Volatility · 1Y22.6%

0.3%Yield0.0%

$12.5BAssets$5.4M

2–2level

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

Cost, Income and Risk

Fees: WDGF, ITA

Today

0.37%lowest, ITA

FundExpense ratioFee$10k

ITA0.37%$37

WDGF0.45%$45

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

Yields: WDGF, ITA

0.26%highest, ITA

FundTrailing yieldYield$10k

ITA0.26%$26

WDGF0.05%$5

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

Income After Fees on $10,000

−$11most kept, ITA

ITA$26 − $37 = −$11

WDGF$5 − $45 = −$40

KeptFee

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

Overlap: WDGF, ITA

Today

41.8%most shared, WDGF and ITA

WDGFITA

WDGF—41.8%

ITA41.8%—

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

WDGFWorst drop−19.9%22.6% 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

ITAWDGF

+0.9%Year to date+0.6%

0.3%Yield0.0%

+0.4%Past year−1.9%

0.37%Fee0.45%

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