GLDM vs ITA

AGLDM

BITA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · GLDM $22,676

Lowest cost0.10%GLDM · $10 on $10k

Most income0.58%ITA · $58 on $10k

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

Held in common[…]GLDM and ITA

GLDM

ITA

SPDR Gold MiniShares Trust · $30.5BiShares U.S. Aerospace & Defense ETF · $11.6B

+27.0%3 years · per year$20,492 · $19,113+24.1%

+17.8%5 years · per year$22,676 · $20,603+15.6%

0.10%Expense ratio$10 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $58 on $10k0.58%

−28.0%Worst dropSmaller wins−20.0%

28.8%VolatilityLower wins23.7%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGLDM · ITA

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

Held in common[…]

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
3	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
4	BITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.6B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
3	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
4	BITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.58%	+1.3%	−3.4%	−1.0%	+24.1%	+15.6%	−20.0%	$11.6B

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

GLDM vs ITA

GLDM

SPDR Gold MiniShares Trust

$22,676

ITA

iShares U.S. Aerospace & Defense

$20,603

MeasureGLDMITA

Fee0.10%0.37%

Cost on $10k a year$10$37

Yield0.00%0.58%

5 years, per year+17.8%+15.6%

3 years, per year+27.0%+24.1%

Worst drop · 1Y−28.0%−20.0%

Volatility · 1Y28.8%23.7%

3–3measures won
level

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: GLDM, ITA, GLD, SMH

Today

0.0%most shared, ITA and SMH

GLDMITAGLDSMH

GLDM—[…][…][…]

ITA[…]—[…]0.0%

GLD[…][…]—[…]

SMH[…]0.0%[…]—

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

Income After Fees on $10,000

$21most kept, ITA

ITA$58 − $37 = $21

GLDM$0 − $10 = −$10

SMH$24 − $35 = −$11

GLD$0 − $40 = −$40

KeptFee

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