CHAT vs ITA

ACHAT

BITA

Measures won2–3ITA wins · of 6 · 5Y

$10,000 · 5Y$20,603ITA

Lowest cost0.37%ITA · $37 on $10k

Most income2.49%CHAT · $249 on $10k

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

Held in common0.0%CHAT and ITA

CHAT

ITA

Roundhill Generative AI & Technology ETF · $1.4BiShares U.S. Aerospace & Defense ETF · $11.7B

+38.2%3 years · per year$26,370 · $19,113+24.1%

[…]5 years · per year[…] · $20,603+15.6%

0.75%Expense ratio$75 · $37 on $10k · lower wins0.37%

2.49%12-mo yield$249 · $58 on $10k0.58%

−37.3%Worst dropSmaller wins−20.0%

44.1%VolatilityLower wins23.7%

2–3ITA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCHAT · ITA

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

Held in common0.0%

End-of-day Nov 6, 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%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.7B
2	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 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%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.7B
2	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CHAT vs ITA

CHAT

Roundhill Generative AI & Technology

[…]

ITA

iShares U.S. Aerospace & Defense

$20,603

MeasureCHATITA

Fee0.75%0.37%

Cost on $10k a year$75$37

Yield2.49%0.58%

5 years, per year[…]+15.6%

3 years, per year+38.2%+24.1%

Worst drop · 1Y−37.3%−20.0%

Volatility · 1Y44.1%23.7%

3–2measures won
ITA first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CHAT, ITA, DRAM

Today

9.3%most shared, CHAT and DRAM

CHATITADRAM

CHAT—0.0%9.3%

ITA0.0%—0.0%

DRAM9.3%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$174most kept, CHAT

CHAT$249 − $75 = $174

ITA$58 − $37 = $21

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee