IDEF vs ITA

AIDEF

BITA

Measures won0–4ITA wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · ITA $20,603

Lowest cost0.35%SMH · $35 on $10k

Most income0.58%ITA · $58 on $10k

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

Held in common33.8%IDEF and ITA

IDEF

ITA

iShares Defense Industrials Act · $3.5BiShares U.S. Aerospace & Defense ETF · $11.7B

[…]3 years · per year[…] · $19,113+24.1%

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

0.55%Expense ratio$55 · $37 on $10k · lower wins0.37%

0.37%12-mo yield$37 · $58 on $10k0.58%

−23.7%Worst dropSmaller wins−20.0%

24.0%VolatilityLower wins23.7%

0–4ITA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · ITA

7.5%RTX17.0%

5.2%LMT5.3%

4.5%GD4.9%

4.0%NOC4.9%

Held in common33.8%

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%	$60.7B
2	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
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
4	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.5B

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%	$60.7B
2	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
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
4	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.5B

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

IDEF vs ITA

IDEF

iShares Defense Industrials Act

[…]

ITA

iShares U.S. Aerospace & Defense

$20,603

MeasureIDEFITA

Fee0.55%0.37%

Cost on $10k a year$55$37

Yield0.37%0.58%

5 years, per year[…]+15.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−23.7%−20.0%

Volatility · 1Y24.0%23.7%

4–0measures won
ITA first

33.8%

holdings shared

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

$39.1BAssets$60.7B

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: IDEF, ITA, CIBR, SMH

Today

33.8%most shared, IDEF and ITA

IDEFITACIBRSMH

IDEF—33.8%9.9%0.9%

ITA33.8%—0.0%0.0%

CIBR9.9%0.0%—5.9%

SMH0.9%0.0%5.9%—

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

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

IDEF$37 − $55 = −$18

KeptFee

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