IDEF vs PPA

AIDEF

BPPA

Measures won1–3PPA wins · of 6 · 5Y

$10,000 · 5Y$21,409PPA

Lowest cost0.55%IDEF · $55 on $10k

Most income0.44%PPA · $44 on $10k

Smallest drop−18.4%PPA · worst fall in 1Y

Held in common41.6%IDEF and PPA

IDEF

PPA

iShares Defense Industrials Act · $3.6BInvesco Aerospace & Defense ETF · $7.7B

[…]3 years · per year[…] · $18,861+23.6%

[…]5 years · per year[…] · $21,409+16.4%

0.55%Expense ratio$55 · $58 on $10k · lower wins0.58%

0.38%12-mo yield$38 · $44 on $10k0.44%

−23.7%Worst dropSmaller wins−18.4%

24.0%VolatilityLower wins22.1%

1–3PPA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDEF · PPA

7.4%RTX9.5%

5.2%LMT9.2%

4.4%GD5.6%

3.8%NOC5.0%

Held in common41.6%

End-of-day Nov 5, 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	BPPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.44%	−4.0%	−3.3%	−2.5%	+23.6%	+16.4%	−18.4%	$7.7B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.6B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

All Three

5Y3 funds

#
1	BPPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.44%	−4.0%	−3.3%	−2.5%	+23.6%	+16.4%	−18.4%	$7.7B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.38%	−5.6%	−8.9%	−11.2%	new	new	−23.7%	$3.6B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

Cards for this view

IDEF vs PPA

IDEF

iShares Defense Industrials Act

[…]

PPA

Invesco Aerospace & Defense

$21,409

MeasureIDEFPPA

Fee0.55%0.58%

Cost on $10k a year$55$58

Yield0.38%0.44%

5 years, per year[…]+16.4%

3 years, per year[…]+23.6%

Worst drop · 1Y−23.7%−18.4%

Volatility · 1Y24.0%22.1%

2–1measures won
PPA first

41.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IDEF, PPA, DRAM

Today

41.6%most shared, IDEF and PPA

IDEFPPADRAM

IDEF—41.6%0.3%

PPA41.6%—0.0%

DRAM0.3%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$14most kept, PPA

PPA$44 − $58 = −$14

IDEF$38 − $55 = −$17

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee