IDEF vs ITA

AIDEF

BITA

Measures won2–1IDEF wins · of 6 · 5Y

$10,000 · 5Y$21,274ITA · VOO $17,749

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common37.2%IDEF and ITA

IDEF

ITA

iShares Defense Industrials Act · $3.7BiShares U.S. Aerospace & Defense ETF · $12.5B

[…]3 years · per year[…] · $20,582+27.2%

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

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

0.35%12-mo yield$35 · $26 on $10k0.26%

−18.9%Worst dropSmaller wins−20.0%

23.3%VolatilityLower wins23.3%

2–1IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · ITA

7.3%RTX17.2%

5.4%LMT5.7%

4.4%GD4.9%

4.0%NOC5.1%

Held in common37.2%

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

All Three

5Y3 funds

#
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B

End-of-day Nov 3, 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%	+0.7%	+0.9%	+0.4%	+27.2%	+16.3%	−20.0%	$12.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.6%	−1.3%	−5.9%	new	new	−18.9%	$3.7B

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

IDEF vs ITA

IDEF

iShares Defense Industrials Act

[…]

ITA

iShares U.S. Aerospace & Defense

$21,275

MeasureIDEFITA

Fee0.55%0.37%

Cost on $10k a year$55$37

Yield0.35%0.26%

5 years, per year[…]+16.3%

3 years, per year[…]+27.2%

Worst drop · 1Y−18.9%−20.0%

Volatility · 1Y23.3%23.3%

1–1measures won
level

37.2%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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

Overlap: IDEF, ITA, VOO

Today

37.2%most shared, IDEF and ITA

IDEFITAVOO

IDEF—37.2%7.7%

ITA37.2%—1.9%

VOO7.7%1.9%—

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

ITA$26 − $37 = −$11

IDEF$35 − $55 = −$20

KeptFee

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