FLDZ vs ITA

AFLDZ

BITA

Measures won2–3ITA wins · of 6 · 5Y

$10,000 · 5Y$21,274ITA

Lowest cost0.37%ITA · $37 on $10k

Most income1.65%FLDZ · $165 on $10k

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

Held in common37.0%FLDZ and ITA

FLDZ

ITA

TrueShares Patriot Defense ETF · $7MiShares U.S. Aerospace & Defense ETF · $12.5B

+10.4%3 years · per year$13,438 · $20,582+27.2%

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

0.40%Expense ratio$40 · $37 on $10k · lower wins0.37%

1.65%12-mo yield$165 · $26 on $10k0.26%

−25.1%Worst dropSmaller wins−20.0%

17.5%VolatilityLower wins23.3%

2–3ITA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLDZ · ITA

2.0%LMT5.7%

1.9%LHX4.0%

1.8%TDG4.8%

1.8%GD4.9%

Held in common37.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.26%	+0.7%	+0.9%	+0.4%	+27.2%	+16.3%	−20.0%	$12.5B
2	AFLDZ	TrueShares Patriot Defense ETFRead Desk		0.40%	1.65%	+1.6%	−6.7%	−5.3%	+10.4%	new	−25.1%	$7M

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

Both

5Y2 funds

#			Trend
1	BITA	iShares U.S. Aerospace & Defense ETFRead Desk		0.37%	0.26%	+0.7%	+0.9%	+0.4%	+27.2%	+16.3%	−20.0%	$12.5B
2	AFLDZ	TrueShares Patriot Defense ETFRead Desk		0.40%	1.65%	+1.6%	−6.7%	−5.3%	+10.4%	new	−25.1%	$7M

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

Cards for this view

FLDZ vs ITA

FLDZ

TrueShares Patriot Defense

[…]

ITA

iShares U.S. Aerospace & Defense

$21,275

MeasureFLDZITA

Fee0.40%0.37%

Cost on $10k a year$40$37

Yield1.65%0.26%

5 years, per year[…]+16.3%

3 years, per year+10.4%+27.2%

Worst drop · 1Y−25.1%−20.0%

Volatility · 1Y17.5%23.3%

3–2measures won
ITA first

37.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FLDZ, ITA

Today

37.0%most shared, FLDZ and ITA

FLDZITA

FLDZ—37.0%

ITA37.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, FLDZ

FLDZ$165 − $40 = $125

ITA$26 − $37 = −$11

KeptFee

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