BOUT vs ITA

ABOUT

BITA

Measures won2–4ITA wins · of 6 · 5Y

$10,000 · 5Y$21,232ITA · BOUT $11,071

Lowest cost0.37%ITA · $37 on $10k

Most income0.31%BOUT · $31 on $10k

Smallest drop−20.0%ITA · worst fall in 1Y

Held in common0.0%BOUT and ITA

BOUT

ITA

CapForce IBD Breakout Opportunities ETF · $14MiShares U.S. Aerospace & Defense ETF · $12.2B

+11.3%3 years · per year$13,772 · $19,462+24.9%

+2.1%5 years · per year$11,071 · $21,232+16.3%

0.80%Expense ratio$80 · $37 on $10k · lower wins0.37%

0.31%12-mo yield$31 · $26 on $10k0.26%

−20.8%Worst dropSmaller wins−20.0%

22.4%VolatilityLower wins24.0%

2–4ITA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBOUT · ITA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.26%	+3.9%	+0.4%	+3.9%	+24.9%	+16.3%	−20.0%	$12.2B
2	ABOUT	CapForce IBD Breakout Opportunities ETFRead Desk	0.80%	0.31%	+2.4%	+9.3%	+8.5%	+11.3%	+2.1%	−20.8%	$14M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.26%	+3.9%	+0.4%	+3.9%	+24.9%	+16.3%	−20.0%	$12.2B
2	ABOUT	CapForce IBD Breakout Opportunities ETFRead Desk	0.80%	0.31%	+2.4%	+9.3%	+8.5%	+11.3%	+2.1%	−20.8%	$14M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BOUT vs ITA

BOUT

CapForce IBD Breakout Opportunities

$11,071

ITA

iShares U.S. Aerospace & Defense

$21,232

MeasureBOUTITA

Fee0.80%0.37%

Cost on $10k a year$80$37

Yield0.31%0.26%

5 years, per year+2.1%+16.3%

3 years, per year+11.3%+24.9%

Worst drop · 1Y−20.8%−20.0%

Volatility · 1Y22.4%24.0%

4–1measures won
ITA first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: BOUT, ITA, DRAM

Today

0.0%most shared, BOUT and ITA

BOUTITADRAM

BOUT—0.0%0.0%

ITA0.0%—0.0%

DRAM0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$11most kept, ITA

ITA$26 − $37 = −$11

BOUT$31 − $80 = −$49

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee